A&A Insurance and Investments - B. J. Huggins

Financial Advisor

Why pick this one

A&A Insurance and Investments - B. J. Huggins creates custom financial plans and provides retirement and estate planning backed by over 50 years of experience.

Best for

  • custom financial planning based on personal goals
  • retirement income planning
  • estate strategy and legacy planning
  • investment planning based on risk tolerance and time horizon
  • life and health insurance needs

Look elsewhere if

  • routine checking, savings, or loan services
  • customers seeking a traditional bank or credit union branch
  • customers needing a stated fee schedule or pricing estimate before consultation

Specialties

  • retirement planning
  • estate planning
  • investment strategy
  • insurance strategy
  • tax strategy

What makes them different

  • Over 50 years of experience helping clients with financial needs
  • Custom financial plans based on clients' financial history and future goals
  • Retirement and estate planning for clients and their families
  • Online resource center covering estate, insurance, investment, retirement, and tax topics
  • Online retirement calculators for RMDs, savings, 401(k) contributions, retirement needs, annuities, and inflation

Distilled from this business's own website.

Contact & Location

Address
1800 W City Dr, Elizabeth City, NC 27909
Phone
2523313994
Website
http://www.aainsinvestments.com/
Email
bjhuggins@firstheartland.com

Services

  • financial planning
  • retirement planning
  • estate planning
  • investment planning
  • life insurance
  • health insurance

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