Specializing In Investment Planning In The Lake Norman and Metro AreaPhone: 704-663-2224
My objective at Bracken Financial is to build long term relationships with my clients and to help educate them about the different investment options that may best be suited in meeting their financial goals. By utilizing my investment filtering systems, I am able to give my clients a wide array of personalized investment choices. I want to bring value to my clients’ lives not by viewing them as a number, but as an appreciated valued client. By understanding my clients’ investment volatility, time horizon and financial situation, I can help to guide them in achieving their financial goals.
I understand the importance of helping you reach your retirement goals. Whether you are looking to plan, protect or grow your wealth, Professionals at Bracken Financial will look to develop a suitable investment style to help you pursue financial success.
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