J Bradin Financial

Cary, North Carolina

★ 5.0 (5 reviews)
Call (910) 448-2884 Visit website →

About

J Bradin Financial is a state-registered investment advisory firm in Cary, North Carolina, specializing in Roth conversion planning and retirement income management for clients with substantial pre-tax retirement savings. The firm operates as a fiduciary and takes a focused, personalized approach, with the principal building each plan individually rather than operating as a large generalist practice. The firm uses a proprietary strategy called the JBF Convert Engine, designed to fund conversion taxes from within the Roth account using tax-free distributions, and employs separately managed accounts custodied at Altruist with full transparency. J Bradin Financial offers an initial free 30-minute consultation to assess whether a conversion strategy applies to a client's specific situation.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

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