Our Services | Overview

Tucker Bria is a trusted life-stage wealth strategy firm providing individuals and families key financial strategies at each stage of their life.

As Jim Tucker comments, “Pat and I built Tucker Bria by listening to how individuals and families feel about money. We then teach our clients how to use this knowledge to their advantage in dealing with money.” Additionally, we work closely with your tax advisors, legal professionals, and agents to develop a coordinated and customized financial strategy.

Our basic services include advice addressing budgeting, money management, investments, insurance, and financial planning needs. Tucker Bria, however, is much more than basic. Click here to see the wide range of services we offer.

To learn how Tucker Bria may meet your specific needs, please call either Jim Tucker or Pat Bria at 919.381.5780.