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Brick City Financial Group works with individuals and business owners, helping them grow their assets and build solid financial foundations -- now and for the future.
Our approach is to listen and understand your goals, then recommend solutions to help you reach them – brick by brick! Because we are independent, we can offer a wide range of solutions, including financial planning, budgeting and specialized tax savings for businesses.
Individuals
We recognize your situation is unique —you deserve a financial solution that fits. We don’t just ask how much can you invest? We understand your goals and work with you to build a financial foundation to achieve them. We’re independent so we can offer a wider range of services than advisors who are tied to their firm’s products.
Businesses
Brick City can help business owners improve profitability through Expense Reductions and Specialized Tax Incentives.
These include work opportunity hiring incentives, R&D tax credits, and reducing credit card and other fees.
Learn more about: savings opportunities »
Building Community
Brick City Financial Group supports the local community by hosting networking events on a regular basis. We also sponsor the LinkedIn Local in Cary NC group.
These events are an enjoyable way to meet business professionals and build connections with others in the area.
About Brick City FG
Brick City Financial Group is dedicated to developing the best solutions for our clients. Learn more about our expertise.