Brunswick Financial provides fiduciary advice to clients on budgeting and cash flow management, investment management, tax planning, and retirement planning. We work with individuals who manage their own investments and are looking for objective guidance on those investments.
We provide advice to small business owners on general financial management, strategic planning, accounting and accounting systems, benefit and retirement plans, and succession and exit planning.
109 East 1st Street, Ocean Isle Beach, North Carolina 28469, United States
Monday - Saturday: By appointment
Brunswick Financial LLC is a Registered Investment Adviser offering advisory services in the state of North Carolina, the Commonwealth of Virginia, and other jurisdictions where exempted. All written content on this site is for informational purposes only. Financial planning services are offered by Brunswick Financial LLC. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.