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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!

CURRENT CLIENTS: 

Quick Check-In

Available: Year Round
Duration: ~ 30 minutes

Current clients, 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.

60 Minute Check-In

Available: Year Round
Duration: ~ 60 minutes

Current clients, 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: January - November
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: ~ 45 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 Meeting

PROSPECTIVE CLIENTS: 

Step 1 :: Introductory Call

Available: Year Round
Duration: ~ 15 minutes

Want to know if our team is a good fit for you and your financial goals? This is where to begin. Schedule an introductory call today.

We look forward to talking with you!

Step 2 :: Discovery Meeting

Available: Year Round
Duration: ~ 90 minutes

After your Introductory Call, your advisor will schedule your Discovery Meeting.

At this meeting we will be gathering and confirming your data. We look forward to serving you!

Step 3 :: Design Meeting

Available: Year Round
Duration: ~ 90 minutes

After your Discovery Meeting, your advisor will schedule your Design Meeting.

At this meeting, we will present our recommendations and begin the implementation process.

Welcome to the Gate City family!

Don'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