Edward Jones - Financial Advisor: Julie G Kelly, CFP®

Tucker Bria is structured to focus on your needs and the benefits of coordinating your life goals and aspiration with your estate attorney, CPA and your 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 such as: raising a family, putting kids through college, caring for aging parents, managing our careers, death, divorce, planning for the future, and serving and worshipping in our communities. We understand how life events impact your financial wellness.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Tanya S Branch CPA is a reputable accounting firm based in Durham, NC, specializing in providing comprehensive financial services to individuals and businesses. Their team of experienced professionals offers a range of accounting solutions, including tax preparation, bookkeeping, and financial consulting, tailored to meet the unique needs of each client. Generated from their business information