Katherine Holmes- First Command Financial Advisor
Financial Service
Why pick this one
Katherine Holmes has been a financial advisor since 2014, focusing on comprehensive financial planning for military families.
Best for
- financial planning for military families
- retirement income planning
- education funding solutions
Look elsewhere if
- non-military clientele seeking basic financial advice
- clients needing specialized investment strategies outside of the offered services
Specialties
- comprehensive financial planning
- investment strategies
- retirement income planning
- education funding solutions
Certifications
- CFP®
- RICP®
- Series 7
- Series 66
What makes them different
- Top Tier Client Experience Award recipient
- serves clients in multiple states (NC, HI, MD, VA, SC, TX, VT)
- focus on military families
- Years in business
- 9
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 179 Gasoline Aly, Mooresville, NC 28117-6513
- Phone
- +17042851994
- Website
- https://advisor.firstcommand.com/us/hi/aiea/kholmes
- KHolmes@firstcommand.com
Services
- banking
- investments
- insurance
- retirement planning