Walker Hart - Thrivent
Financial Advising
Why pick this one
Walker Hart provides personalized financial planning in Hendersonville and holds Series 7 and Series 66 credentials with licenses across six states.
Best for
- People seeking personalized financial planning
- Retirement planning and Social Security benefit discussions
- Clients evaluating life insurance, disability income insurance, or annuities
- Individuals planning wealth transfer
- Clients located in Georgia, Kentucky, North Carolina, South Carolina, or Tennessee
Look elsewhere if
- People seeking legal, accounting, or tax advice directly from the advisor
Specialties
- Personalized financial planning
- Retirement planning
- Social Security benefit guidance
- Wealth transfer planning
- Life insurance planning
- Disability income insurance
- Annuity planning
Certifications
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- State licenses in Georgia, Kentucky, North Carolina, South Carolina, and Tennessee
What makes them different
- Licensed in Georgia, Kentucky, North Carolina, South Carolina, and Tennessee
- Offers personalized financial plans for people at all stages of life
- Hendersonville office at 14 Towne Place Drive, Suite 210
- Provides access to Thrivent Dedicated Planning Services, an investment advisory service that produces written recommendations for a fee
- Publishes guidance on Social Security, wealth transfer, life insurance, annuities, disability income insurance, and investment fundamentals
- Serves
- Hendersonville
Distilled from this business's own website.
Contact & Location
- Address
- 14 Towne Pl Dr Ste 210, Hendersonville, NC 28792
- Phone
- +18287853559
- Website
- https://connect.thrivent.com/walker-hart
Services
- Financial planning
- Investment advisory services
- Insurance planning
- Retirement planning
- Wealth transfer planning