Kelly Wealth Management Group

Thrivent Financial in Durham, NC, offers personalized financial planning services that help individuals align their financial goals with their personal values. Their team of financial advisors works closely with clients to create actionable steps for budgeting, saving, and investing while fostering a commitment to community support and generosity. With a focus on building lasting relationships, Thrivent emphasizes the importance of ongoing guidance as clients navigate life's changes. The organization also encourages volunteerism and financial contributions, demonstrating a strong commitment to giving back to the communities they serve. Generated from the website

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.

Welcome to Merrill Lynch in DURHAM, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.