Tucker Bria Wealth Strategies
www.tuckerbria.comTucker Bria is a financial advisory firm structured to focus on your needs and the benefits of coordinating your life goals and aspirations with your estate attorney, CPA and other trusted advisors. For this reason, each partner strives to be the one phone call you make when either a major life event occurs or when there is just a routine question about your current financial strategy. Our advisory model is about family: parents, children, and grandchildren. We, like you, deal with life events. We understand how life events impact your financial wellness. You and your family can expect the following commitment from Tucker Bria: •Clear explanations of our processes, services, and fees. •Strategies that address your needs, not those of a corporate parent. •Pragmatic market and world views. •Realistic assessments of our ability to assist you. •Prompt answers and reliable service. •Unemotional risk management Our clients come to Tucker Bria for many reasons. They stay with us because we care. 3100 Tower Boulevard, Suite 117 Durham, North Carolina 27707 Phone: (919) 381-5780 This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NY, PA, SC, TX, VA No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html Neither Commonwealth Financial Network® nor Tucker Bria Wealth Strategies, LLC provides legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Read moreTucker Bria is a financial advisory firm structured to focus on your needs and the benefits of coordinating your life goals and aspirations with your estate attorney, CPA and other trusted advisors. For this reason, each partner strives to be the one phone call you make when either a major life event occurs or when there is just a routine question about your current financial strategy. Our advisory model is about family: parents, children, and grandchildren. We, like you, deal with life events. We understand how life events impact your financial wellness. You and your family can expect the following commitment from Tucker Bria: •Clear explanations of our processes, services, and fees. •Strategies that address your needs, not those of a corporate parent. •Pragmatic market and world views. •Realistic assessments of our ability to assist you. •Prompt answers and reliable service. •Unemotional risk management Our clients come to Tucker Bria for many reasons. They stay with us because we care. 3100 Tower Boulevard, Suite 117 Durham, North Carolina 27707 Phone: (919) 381-5780 This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NY, PA, SC, TX, VA No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html Neither Commonwealth Financial Network® nor Tucker Bria Wealth Strategies, LLC provides legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Read moreCountry
State
North Carolina
City (Headquarters)
Durham
Employees
1-10
Founded
2013
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Registered Financial Planning Associate
Email ****** @****.comPhone (***) ****-****Registered Financial Planning Associate
Email ****** @****.comPhone (***) ****-****
Technologies
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