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Bragg Financial logo — Providing wealth management and investment advisory services...

Bragg Financial

Providing wealth management and investment advisory services for over 50 years (Photo of Ramah Creek Conservation Area)

Founded 1964 United States Charlotte, United States 30 employees Finance, Financial Services +1

General Information

Company Name Bragg Financial
Founded Year 1964
Location United States Charlotte, United States +1
Employees 30
Industries Finance, Financial Services, Wealth Management
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About Bragg Financial

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/

Taxonomy: Wealth Management, Investment Advisory, Financial Planning, Registered Investment Advisor, Estate Planning, Charitable Planning, Retirement Planning, Financial Advisory, Conservation Easements, Tax Planning, Trusts, Foundations, Individuals, Corporations

No funding data available for Bragg Financial yet.

Bragg Financial Alternatives & Competitors

Bragg Financial vs
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management United States

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14 employees
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Bragg Financial vs
JT Stratford Wealth Management
JT Stratford Wealth Management United States

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Bragg Financial vs
Carolina Wealth Management, Inc.
Carolina Wealth Management, Inc. United States

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FAQ About Bragg Financial

Providing wealth management and investment advisory services for over 50 years (Photo of Ramah Creek Conservation Area)
Bragg Financial was founded in 1964.
Bragg Financial is headquartered in Charlotte, United States.
Bragg Financial operates in the following industries: Finance, Financial Services, Wealth Management.
Bragg Financial has approximately 30 employees.
Top alternatives and competitors to Bragg Financial include Blue Bell Private Wealth Management, JT Stratford Wealth Management, Carolina Wealth Management, Inc., Guardian Holdings Pvt. Ltd. (India), D'Orazio & Associates, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Bragg Financial and Blue Bell Private Wealth Management are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Bragg Financial, https://bouncewatch.com/company/bragg-financial, updated 10 October 2024. When citing, please name BounceWatch and link this page.

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