7.jpg)
Bravera Bank
Give your future the attention it deserves. With Bravera's tools and investment management strategies, our team of trusted advisors works with you to create a unique financial portfolio that defines your investment goals.
Whether you are looking to discuss short- or long-term goals, our advisors will work with you to develop an investment portfolio tailored to your specific objectives. We’ll help you define your investment goals, manage risk and create a unique financial strategy to achieve them.
Planning + Investing services:
- Financial planning
- Tax planning
- Retirement planning
- Portfolio management
- Wealth accumulation/preservation
- College saving
Call us at 877-483-6811 or contact an advisor online.
We offer a full-line of investment options:
- Stocks
- Mutual funds
- 529 plans
- Bonds
- ETFs
- Custodial accounts
- Brokered CDs
- Preferred stock
- Fixed & variable annuities
- Life insurance
- Long term care
- Individual Retirement Accounts (IRAs)
Frequently Asked Questions
Can a Bravera Wealth advisor draft my will and estate documents?
No. We have attorneys on staff, but we are not a law firm. Advisors can help with strategies and coordinate the estate planning process, but do not represent individual clients as their attorneys.
Do I need a trust to work with Bravera advisors?
No, our team of advisors can provide advice and assistance with a variety of financial services, such as financial and retirement planning, investment management, farm and mineral rights management along with an array of other assets.
Can I set up an IRA with the Planning + Investing team?
Yes, we can help determine which IRA best suits your needs.
Can Bravera help me with CD rates?
Yes, our advisors compare national and local rates and review different offerings to find the rate that best suits your needs.
Is there an account size minimum?
Regardless of the amount you are interested in investing, we are happy to help you.
Is there a fee to meet with an advisor?
We offer a free initial consultation with the hope that we will earn your trust and business.
How do I access MoneyGuide or My Blocks?
Products and services offered through Bravera Wealth are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.
Securities and investment advisory offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Securities products offered by Osaic Wealth, Inc. are not FDIC insured, not deposits or other obligations of the financial institution, not guaranteed and are subject to investment risk and possible loss of principal invested. Bravera is not affiliated with Osaic Wealth, Inc.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Get started today.
Our advisors are here to help you develop an investment plan to reach your goals for the future. Contact us at 877-483-6811 or online.