West Norman Financial

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Introduction

OBJECTIVE: To Help Clients Build Financial Security and Wealth BRIAN LUBURGH'S PROFILE: ● Prior corporate executive for 35 years- Sealed Air, GE, NCR ● Master in Business Administration - Major: Finance & Investments ● 35 years of personal financial management ● Married for 34 years, three boys and two dogs. ● Reside in Denver NC. FINANCIAL ADVISING AND PLANNING SERVICES: ● Financial coaching, advising, and planning- no selling!!! ● Financial Plan Development- Includes: retirement plan, college plan, social security plan, life insurance analysis, long term care plan, debt reduction and estate planning. Plans are a value vs what financial planner's charge! ● Budgets for positive savings ● Portfolio review: Investment consulting- all financial investments ● 401k & IRA investment selection for individuals, families and businesses ● Children investments -529 investments, custodial accounts, brokerage accounts, Roth IRA, Able savings account ● Mutual fund, ETF and annuities analysis and selection ● Trust guidance ● Tax strategies & planning ● Debt elimination planning ● Questions answered on home & auto purchases, insurance, down payments, negotiations ● Mortgage analysis

Overview

Hired 62 times

Serves Denver, NC

Background checked

1 employee

4 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Credit card, Square cash app, and Venmo.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2024

2023

2022

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

27 reviews

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Read reviews that mention:

Johnnie J.

4 weeks ago

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Hired on Thumbtack

I recently began working with Brian as a financial advisor, and I am thoroughly impressed by both his extensive knowledge and his exceptional ability to educate his clients. What sets Brian apart is not just his deep understanding of financial markets and investment strategies, but his remarkable talent for breaking down complex concepts into clear, actionable insights. Brian takes the time to ensure his clients truly understand the reasoning behind each recommendation, empowering them to make informed decisions about their financial future. His approach combines thorough analysis with patient explanation, making him not just an advisor but a great teacher. His recommendations are thoughtfully tailored to individual circumstances, demonstrating both his expertise and his commitment to his clients’ specific goals. The level of confidence I’ve gained in my financial planning since working with Brian has been transformative. For anyone seeking a financial advisor who goes beyond simply managing investments to truly teaching and guiding their clients, I cannot recommend Brian highly enough.

Personal Financial Planning

Alex G.

Aug 1, 2024

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Hired on Thumbtack

It was a pleasure working with Brian. He was able to help me diversify my 401k portfolio, as well as set up a brokerage account for myself. It was easy working with him. He was able to schedule me within a day when I was ready to put everything together. I would definitely recommend working with him. And I plan on doing business with him in the future.

Personal Financial Planning

Kevin C.

Jun 14, 2024

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Hired on Thumbtack

It’s been a pleasure working with Brian so far. I hired him for a financial audit of my budget and he’s working with me to develop a portfolio. Extremely knowledgeable and willing to explain the nuances of the financial sector. Brian also reviewed previous advice we had received from our former financial advisor and provided us a better approach. I don’t normally write reviews but felt inclined to do so for Brian. I recommend him.

Personal Financial Planning

Geneva M.

Mar 27, 2024

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Hired on Thumbtack

The sessions were very helpful. He was never condescending and had a genuine interest in helping me reign in my finances. I was given the tools to move forward to set myself up for success financially. He answered all questions, and no question was ridiculed. Would definitely hire again.

Personal Financial Planning

Angel Q.

Feb 29, 2024

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Hired on Thumbtack

Exceptional Financial Expertise In my search for a competent financial expert, I was fortunate to come across Bryan. His depth of knowledge and expertise in financial matters exceeded my expectations. From investment strategies to retirement planning, Bryan provided invaluable insights tailored to my specific needs. His professionalism and ability to communicate complex financial concepts in a clear and understandable manner were truly impressive. I highly recommend Bryan to anyone seeking sound financial advice and planning for their future.

Personal Financial Planning

Credentials

Background Check

Brian Luburgh

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
First 30 minutes is free, we use the time to outline your goals.
What is your typical process for working with a new customer?
Establish financial goals and prepare plans to achieve wealth.
What education and/or training do you have that relates to your work?
Master's degree in Business with a major in financial investments. Over 35 years of financial investing experience. Working on CFP certification.