We've worked with Jesse Bradin for some time now. He is extremely knowledgeable and honest ... you can't beat that combination!!! His decisions have been very beneficial for my wife and me. Additionally, he's always respectful of our situation as retirees providing clear explanations for the growth of our accounts.

Not only is he good at what he does financially; he is someone I can trust. One day we drove all over Raleigh for a Medallion signature. He goes over and beyond. He's very personable.

I went to Jesse’s retirement income workshop not really sure what to expect. I’d been to others that felt like sales pitches, but this was different. Jesse explained everything clearly — no jargon, no pressure — just real education. After our one-on-one meeting, I finally understood how to turn my savings into a reliable paycheck. The plan he built gave me confidence that I can retire comfortably without worrying about every market headline