June Mobley

Accounting and International Business Student at The University of Alabama

Role: Bcr Wealth Strategies
Location: Tuscaloosa, AL, US
LinkedIn followers: 500 followers

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About June Mobley

I am a third year student at The University of Alabama pursuing a degree in Accounting…

Experience

Bcr Wealth Strategies
Present

Contact information

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•••••@bcrwealth.com
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Current company

Bcr Wealth Strategies

Financial Services · 13 employees · Founded 1996 · Vestavia, Alabama, United States

At BCR Wealth Strategies, we recognize that every client has a unique financial situation with its own set of strengths and challenges. We assist our clients to understand their financial goals and develop a plan to achieve whatever they may wish. In a Wealth Management relationship, the emphasis is placed on the client’s goals while the investment portfolio is seen simply as the means to achieving those goals. Once our client’s goals and dreams are established, we create, implement and monitor an investment strategy that complements their plan. BCR Wealth coordinates with a client’s accountants, attorneys, and other professional advisors to make sure that everyone is working in harmony to achieve the client’s goals. Long-term success will be achieved through dedication and monitoring throughout a client’s financial life cycle.

bcrwealth.com

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