CURRENT CLIENTS:
Which type of meeting are you looking to schedule?
Choose your meeting type below then follow the instructions to schedule. It's quick and easy!
Quick Check-In
Available: Year-round
Duration: ~ 30 minutes
Current client, do you have a question for your advisor, need to sign some paperwork, or want to briefly touch base? Schedule a quick check-in today.
Annual Strategy Meeting
Available: Year-round
Duration: ~ 90 minutes
Current client, is it time for your annual strategy meeting? We look forward to talking through your annual financial plan. Schedule your meeting today.
Tactical Meeting
Available: August - November
Duration: ~ 60 minutes
Financial Planning client, is it time for your tactical meeting? Schedule your call today.
Want to know how to prep for your upcoming meeting?
Our financial planning team works well-in-advance to prepare for your meeting with your financial advisor. But in order for us to fully prepare, we need some information from you. Click below to find out how you can prepare for your meeting.
How to Prep for Your Upcoming MeetingDon't see what you're looking for? Give us a call today at 336-279-2507.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://www.KestraFinancial.com/Disclosures
