Leigh Ann Leammookda

First Citizens Wealth Management is a trusted financial advisory firm in Arden, NC, with over 100 years of experience helping clients plan for their future. Their team of experienced professionals offers personalized advice and tailored strategies to help clients achieve their financial goals, whether it's asset allocation, retirement planning, risk management, or tax-efficient investing. With a focus on strength, stability, and consistency, First Citizens Wealth Management provides comprehensive plans that address all aspects of clients' financial needs, ensuring security for themselves and their loved ones. They work closely with tax and legal professionals to ensure consistent planning and offer resources like market outlooks and financial planning software to help clients make informed decisions about their money.Generated from the website

First Citizens Wealth Management is a trusted financial advisory firm located in Arden, NC, serving clients in Western North Carolina and beyond. With over 100 years of experience, their team of dedicated professionals offers personalized advice and solutions to help clients plan for their financial future, protect their assets, and achieve their goals. Specializing in areas such as business succession planning, estate planning, investment planning, and retirement planning, First Citizens Wealth Management takes a comprehensive approach to financial planning, ensuring that clients have a customized plan tailored to their unique needs and circumstances. Their commitment to providing personalized attention, integrated strategies, and expert guidance sets them apart as a reliable partner in helping individuals and families make informed decisions about their money.Generated from the website

SpecialtiesMaking Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.