Julie Walton-First Citizens Investor Services

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22 Hiwassee St
Murphy, NC 28906
+1 (828) 389-5040
https://foundation.firstcitizens.com

First Citizens Wealth has been assisting clients in planning for their financial futures for over 125 years, guided by a heritage that emphasizes strength, stability, and personalized service. Their team works closely with clients to develop comprehensive financial plans tailored to individual goals while also addressing potential pitfalls along the way.

Offering customized financial solutions, First Citizens Wealth focuses on areas such as asset allocation, insurance planning, retirement planning, and tax-efficient investing. Their experienced financial professionals collaborate with clients to ensure their intentions are fulfilled in estate planning and to coordinate with tax and legal advisors for consistent planning.

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