

Financial Advisor
Sara Kaldahl
203 Black Mountain Ave, Black Mountain, NC 28711opens in a new windowAccepting New Clients
Focus Areas
- Intergenerational Planning
- Portfolio Reviews
- New Investors
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
Focus Areas
- Intergenerational Planning
- Portfolio Reviews
- New Investors
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
Personal Interests
- Active Lifestyle
- Camping
- Pets
- Spending Time with Family
- Cooking
Team Members
Melissa BakerBranch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(828) 419-0870Fax
(877) 620-4745Office Address
203 Black Mountain AveBlack Mountain, NC 28711opens in a new window
Mailing address
Po Box 68Black Mountain, NC 28711
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