FINANCIAL ADVISOR
CallSend Me a MessageKim B Hoffman
CFP®, ChFC®, CPWA®, CEPA®, AAMS™
3305 A Nash Street NW, Wilson, NC 27896opens in a new windowAccepting New Clients
Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Intergenerational Planning
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®CPWA®
Certified Private Wealth Advisor®CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Pilates
- Spending Time with Family
- Home Décor
- Traveling
- Fine Dining
Team Members
- Hunter HoffmanAssociate Financial Advisor
- Leigh JacksonRegistered Branch Associate
- Lindsey GardnerSr. Branch Office Administrator
- Gabrielle RenaultSr. Branch Office AdministratorFPQP®
- Graham ParkerBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(252) 291-7714Fax
(888) 618-1627Office Address
3305 A Nash Street NWWilson, NC 27896opens in a new window
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