Bryant & bRANNOCK: lEARN MORE ABOUT

Our Approach

Bryant & Brannock

Bryant & Brannock is an independent Registered Investment Advisory firm located in Durham, NC. We offer investment advice, fee-based financial planning, assistance with insurance needs and retirement plan support services from plan review to employee education.

We take great pride in the personal relationships that we develop with all of our clients and take our fiduciary commitment very seriously. We place our client’s needs ahead of our own, making your priorities and goals our own.

We bring the philosophy of building personal relationships to the way we work with our small business and corporate clients regarding their retirement planning options. We work closely with each decision-maker to assess, shape and maintain the 401(k) or 403(b) plan for which they are best suited. From plan design to implementation to employee education, we bring the same level of individualized attention to all of our clients, large or small.

It is our goal to provide advice that is specifically tailored to you by:

Considering every client relationship to be as unique as the individual or business involved.
Beginning relationships with a no-cost consultation to determine a needs based financial strategy.
Helping individuals identify and understand the obstacles they face in pursuing their desired future, and prioritize solutions to overcome them.
Selecting appropriate investment strategies that put the client’s interests first.
Encouraging ongoing dialogue with clients to help them stay on track to meet their goals.

Businesses & Organizations

Helping Businesses boom:

Working with public and private businesses to assess, implement, and manage meaningful employee benefit packages. HR professionals and CFOs have enormous workloads. Let us help shoulder the burden. From selection, to suitability, to fulfilling your fiduciary duty, we strive to help you make the most of that most limited human resource – time.

INDIVIDUALS & FAMILIES

Helping you Navigate:

Guiding individuals and families with advice, financial planning, insurance and investments. We focus on you, creating a personalized framework of services unique to your financial situation, now and in the future.