herry,
Bekaert & Holland provides premium advice and financial
services, including wealth management, financial &
estate planning, business secession planning, asset allocation,
retirement plan design and insurance implementation, to
its clients through our wholly owned subsidiary –
CB&H Wealth Management Services, LLC.
CB&H Wealth Management Services is an independent, fee-based
financial advisory firm. Our registered financial advisors
help clients implement the insurance and investment strategies
that meet their stated needs and objectives, and stay
within the boundaries of their risk profile.
Our independent
financial advisors offer comprehensive estate planning
programs in conjunction with tax attorneys and CPAs.
Our Investment Advisor Representatives can make recommendations
or otherwise render advice on securities.
To learn more about
how CB&H Wealth Management Services can help you achieve your financial
goals, contact:
Dave Richards,
MBA, CFP, CLU
Director of CB&H Wealth Management Services, LLC
525 North Tryon Street – Suite 1800
Charlotte, North Carolina 28202
Investment
Advisory Services offered through CB&H Wealth Management Services,
LLC. Insurance products offered through CB&H Wealth Management Services, LLC. Financial Professionals are Registered Representatives.
Securities offered through Cambridge Investment Research,
Inc., a Registered Broker/Dealer, Member FINRA/SIPC. CB&H
Wealth Management Services, LLC and Cambridge Investment Research,
Inc. are not affiliated.
herry,
Bekaert & Holland provides premium advice and 
