Bragg Financial

www.braggfinancial.com

Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service. SEC Investment Adviser Search: https://adviserinfo.sec.gov/

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Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service. SEC Investment Adviser Search: https://adviserinfo.sec.gov/

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Country

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State

North Carolina

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City (Headquarters)

Charlotte

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Employees

11-50

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Founded

1964

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • President , Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Family Office Services and Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Financial Planning and Client Advisor

    Email ****** @****.com
    Phone (***) ****-****

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