@braggfinancial.com
Bragg Financial Advisors is an independent, fee-based, family-run investment advisory firm in Charlotte NC.
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Description
Bragg Financial Advisors is a reputable and independent investment advisory firm located in Charlotte, NC. With over 50 years of experience, our family-run firm takes pride in offering unbiased and transparent financial services to our clients. We prioritize our clients' best interests and are committed to delivering sound, wise advice.
At Bragg Financial, we provide a range of services to cater to different client needs. For individuals and families, we offer wealth advisory, family office services, portfolio management, and personalized planning advice. We also work with foundations, endowments, and other institutions, providing portfolio management and investment advice tailored to their specific goals.
Our team of experienced professionals, with an average of 25 years of experience, is dedicated to helping clients make good decisions. As of June 2023, we manage over $3 billion in assets, ensuring that our clients' financial goals are well taken care of. Contact Bragg Financial Advisors today to receive comprehensive financial solutions and personalized guidance for a secure financial future
Company Type
Privately Held
Company Size
11-50
Year Founded
1964
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