First Command Financial Advisor - Kat Holmes
-
179 Gasoline Alley
, Suite 209
Mooresville, North Carolina 28117 - (704) 799-2661
- Website
Hours
Chamber Rating
About
First Command Financial Advisor - Kat Holmes
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.
Contact Info
- (704) 799-2661
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Kat Holmes?
A The phone number for First Command Financial Advisor - Kat Holmes is: (704) 799-2661.
Q Where is First Command Financial Advisor - Kat Holmes located?
A First Command Financial Advisor - Kat Holmes is located at 179 Gasoline Alley, Suite 209, Mooresville, North Carolina 28117
Q What is the internet address for First Command Financial Advisor - Kat Holmes?
A The website (URL) for First Command Financial Advisor - Kat Holmes is: https://advisor.firstcommand.com/us/nc/mooresville/kholmes?y_source=1_MjA5NjE4ODEtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Kat Holmes open?
A First Command Financial Advisor - Kat Holmes is open:
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
Q How is First Command Financial Advisor - Kat Holmes rated?
A First Command Financial Advisor - Kat Holmes has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
First Command Financial Advisor - Kat Holmes
Overall Rating
Overall Rating
( 2 Reviews )Megan Hauptmann on Google
It is absolutely wonderful working with Katherine Holmes! She has helped me and my spouse understand our finances and is always willing to help in any way she can. She offers a wealth of knowledge and we've established a fantastic relationship in which I truly hope we can navigate together for years to come! I highly recommend her services!
Sina Compton on Google
Katherine provides genuine and trustworthy financial advice, but, more importantly, she truly care about who you are as a person.
She helps you to understand what is really important to you in life, set goals for yourself, and then guide your financial decision making to align with those goals. Shes absolutely amazing.
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
Financial Planner Near Me in Mooresville, NC
Gregory Financial Services
Mooresville, NC
(704) 873-8645 ( 0 Reviews )
JDS Wealth Management Corporation.
Mooresville, NC 28117
704-660-0214 ( 0 Reviews )
NavStar Financial Services
Mooresville, NC 28117
704-663-7482 ( 2 Reviews )
Rumbold Tax Advisory
Mooresville, NC 28115
714-425-7202 ( 7 Reviews )
Daniel L. Clark, C.P.A., P.A.
Mooresville, NC 28117
(704) 761-6234 ( 0 Reviews )
Jarrod Adams Investing LLC
Mooresville, NC 28117
704-996-4243 ( 0 Reviews )
Preferred Financial Strategies
Mooresville, NC 28117
704-658-1040 ( 0 Reviews )
First Command Financial Advisor - Jeffrey Annas_CLOSED
Mooresville, North Carolina 28117
(704) 799-2661 ( 4 Reviews )