Tom Owens
Why pick this one
Tom Owens provides retirement and investment planning for Western North Carolina and the Catawba Valley with FINRA Series 7 and Series 66 registrations.
Best for
- retirement planning
- investment planning
- business succession planning
- tax planning coordination
- clients seeking integrated financial, tax, and legal planning
Look elsewhere if
- people seeking direct legal, tax, or accounting advice
- people seeking emergency or immediate-response services
- clients outside Western North Carolina and the Catawba Valley area
Specialties
- retirement planning
- investment planning
- business succession planning
- tax planning
- estate planning strategies
- asset protection planning
Certifications
- FINRA Series 7 - General Securities Representative Exam
- FINRA Series 66 - Uniform Combined State Law Exam
What makes them different
- Tom Owens serves Western North Carolina and the Catawba Valley area
- Creates comprehensive personalized plans following consultative conversations
- Coordinates financial planning with clients' tax and legal professionals
- First Citizens Wealth has helped clients plan for the future for over 125 years
- First Citizens Wealth utilizes MoneyGuidePro as its financial planning tool
Distilled from this business's own website.
Contact & Location
- Address
- 539 N Main St, Hendersonville, NC 28792
- Phone
- 8286967449
- Website
- https://foundation.firstcitizens.com/nc/henders...
- tom.owens@firstcitizens.com
Services
- comprehensive financial planning
- retirement planning
- investment planning
- business financial planning
- tax planning coordination
- estate planning coordination
- asset protection planning