Emblem Wealth Management, offered through LPL
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- Gadsden, AL
- Emblem Wealth Management, offered through LPL
We offer financial guidance, assistance with specific financial goals, creating a comprehensive financial plan or just obtaining a second opinion.
Address
702 Walnut Street
Gadsden, AL
35901
Opening Hours
| Monday | 9am - 4:45pm |
| Tuesday | 9am - 4:45pm |
| Wednesday | 9am - 1pm |
| Thursday | 9am - 4:45pm |
| Friday | 9am - 4:45pm |
Website
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Our Story
Our vision at Alabama Teachers Credit Union is to provide our members superior financial solutions, comprehensive products and an unparalleled service experience. The partnership you have with Alabama Teachers Credit Union extends to Alabama Teachers Credit Union Financial Services, through our broker dealer LPL Financial. Whether you're looking for overall financial guidance, assistance with a specific financial goal, creating a comprehensive financial plan or just get a second opinion, we're here to help. Our LPL* Financial Advisor, J.D. Holt, can provide you with individualized service, and is available to work directly with members like you. Services include: Reviewing Your Current Financial Plan Retirement Planning IRA, 401(k), 403(b), 457 plans, and TSP Rollover Services Tax Efficient Investments†Retirement Income Strategies Education Funding Life and Long Term Care Insurance To get started designing your plan, contact us today to schedule a free, no-obligation appointment: Contact J.D. Holt at [email protected] or at 256.439.3632 JD Holt is securities licensed in the state of Alabama, Florida, Georgia, Mississippi, & Texas.
JD Holt is life and health insurance licensed in Alabama & Georgia.
