Bookman Bright Inc

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126 S Main St Ste 2C
Davidson, NC 28036
+1 (704) 256-6016
https://www.bookmanbrightretirement.com

Bookman Bright Inc., located in Davidson, NC, is an independent registered investment advisory firm specializing in financial planning for specific client demographics, including recently widowed or divorced individuals, business owners, and those approaching or already in retirement. Founded by David, who has extensive experience in the financial services industry, the firm is dedicated to putting clients' interests first through tailored investment management, retirement income planning, estate planning, and tax planning strategies.

Emphasizing their specialized approach, Bookman Bright Inc. prides itself on being a fiduciary, offering no in-house proprietary products. This commitment allows them to shop the marketplace for the best financial tools and resources to meet the unique needs of their clients.

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