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West Norman Financial

Top Pro

71

hires

71

hires

This pro is currently not available for Personal Financial Planning
This pro is currently not available for Personal Financial Planning

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About
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

Current Top Pro

Hired 71 times

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.

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2024

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2023

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2022

Projects and media

3 photos

Projects and media

3 photos

Services offered
Service type

General financial planning

Retirement planning

Life insurance review

Investment review

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Reviews
Exceptional 5.0

32 reviews

5

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Showing 1-5 of 32 reviews
pro avatar
Claudy C.

Aug 13, 2025

Hired on Thumbtack

My wife and I are a young couple, recently married, and just finished merging our finances for the first time. Brian made the process so much easier. We added him as our advisor through the Monarch finance app, and he’s been incredible, patient, knowledgeable, and genuinely invested in our success. He gave us clear advice on how to keep our finances merged smoothly, helped us make a plan for my wife’s business, reviewed our retirement accounts, and even updated our investments to align with our goals. It never felt overwhelming or judgmental, just supportive and strategic. We’re confident we’re on the right track now, and we highly recommend Brian to anyone looking for a trusted advisor at a amazing rate.
Personal Financial Planning
pro avatar
Bee J.

Aug 9, 2025

Hired on Thumbtack

Personal Financial Planning
pro avatar
Katherine B.

Jul 26, 2025

Hired on Thumbtack

My mother for the first time has had to review her finances due to my dad's death. Brian in all meetings has been kind, thoughtful in his responses and most importantly an educator. He has taken the time to answer all her questions and made sure to give her the space to be uncertain of what she wants to do while still laying out different options to achieve her goals. He has shared insights into why he is presenting each option while still advising her for the best strategy for her long term plans. I am thrilled for the partnership.
Personal Financial Planning
pro avatar
Johnnie J.

Jan 11, 2025

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
pro avatar
Suely C.

Aug 6, 2025

Hired on Thumbtack

Very happy with my consultation with Brian. he is professional and straight to the point and help me build my portfolio.
Personal Financial Planning
Credentials
Background Check

Brian Luburgh

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