Company Management

ACT Advisors, LLC

Financial Services Asheville, North Carolina, United States 7 employees

Employees: 7
Contacts: 2
Emails: 2
Phones: 2

act-advisors.com LinkedIn

ACT Advisors, LLC Overview

Headquarters: Asheville, North Carolina, United States
Phone Number: Available in AeroLeads
Website: act-advisors.com
Industry: Financial Services
Employees: 7
Founded: 2006
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

ASHEVILLE

About ACT Advisors, LLC

We Specialize In Credit Union Executives. ACT Advisors has over 20 years’ experience providing investment management and financial planning to credit union executives. Our experienced team of advisors has specialized knowledge of unique retirement plans—including 457(b) and collateral assignment split dollar. We Offer Fee-Only Financial Planning. ACT Advisors offers comprehensive and focused financial plans based upon your needs. Comprehensive plans include budgeting, estate planning, tax review, and a 2 year subscription to ACT Advisors online Wealth Management system. Focused plans—like our Retirement Income Plan—provide you with a detailed strategy designed to help you toward reaching your financial goals.

ACT Advisors, LLC Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 2; 50.0% coverage

ACT Advisors, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Pat Latta	Developing Personal Wealth Strategies	Asheville, North Carolina, United States	View
Wes Johnson, Cfp	Advising Senior Executives on Personal	Mount Pleasant, South Carolina, United States	View
Jim Gowan	President, Gowan Sales and Distribution	Middleton, Wisconsin, United States	Email Phone
Doug English, Cfp	Advising Senior Executives on Personal	Asheville, North Carolina, United States	Email Phone