Kathy Hale, Financial Advisor located in Eden, NC

Financial Advisor
Kathy W Hale

AAMS®
116 W Meadow Road Suite B, Eden, NC 27288opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Retirement Savings Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Cara Zapata
    Sr. Branch Office Administrator
    FPQP®
  • Teresa Case
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(336) 627-7737

Fax

(877) 370-4114

Office Address

116 W Meadow Road Suite B
Eden, NC 27288opens in a new window

Mailing address

P O Box 606
Eden, NC 27289

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