Mike Allison- Financial Advisor Charlotte, NC

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About Mike Allison

We are a fee-only private wealth management practice that acts as a fiduciary for our clients. Our typical client is a business owner or professional that needs to achieve a monthly income goal in retirement and our team builds a customized portfolio to exceed this goal while taking the least amount of risk. We also provide financial planning, retirement planning and tax-efficient investing.

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General Information

Firm Start Year

1996

No. of Employees

Firm Information

Disclosures

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https://www.paladinregistry.com/disclosure/1890352/paladinregistry-Blackbridge-Financial-detailed-disclosure.html

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Mike Allison

Blackbridge Financial