First Command Financial Advisor - Kat Holmes in Mooresville, North Carolina

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First Command Financial Advisor - Kat Holmes



Main Headquarters:
179 Gasoline Alley, Suite 209
Mooresville, North Carolina, 28117

Phone Number:
(704) 799-2661


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First Command Financial Advisor - Kat Holmes provides services in the field of Financial Planning Consultants & Services. The business is located in Mooresville, North Carolina, United States. Their telephone number is (704) 799-2661.

Go back to: Financial Planning Consultants & Services

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Listing ID: NC-354236

About Us

Katherine Holmes joined First Command Financial Services as a Financial Advisor in June 2014. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security.

A graduate of The College of William & Mary with a Bachelor's degree in Business, Katherine holds Series 7 securities license plus life and health insurance licenses in Hawaii.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Katherine serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Katherine will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In her free time, Katherine enjoys reading, basketball, and hiking.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.

Hours of Operation:
Monday :8:00 AM - 5:00 PM
Tuesday :8:00 AM - 5:00 PM
Wednesday :8:00 AM - 5:00 PM
Thursday :8:00 AM - 5:00 PM
Friday :8:00 AM - 5:00 PM
Saturday :closed
Sunday :closed
Categories
  • Financial Planning Consultants & Services
Phones
  • FAX:(910) 860-2233
Emails
  • :KHolmes@firstcommand.com
Specialties
  • Comprehensive financial planning
  • Investment strategies
  • Risk management
  • Debt management

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Helpful Tip for: Financial Planning Consultants & Services

Financial planning consultants and services relating to the same are available in Mooresville. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings.



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