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Katherine S. Newton Certified Financial Planner , Certified Financial Transitionist

Financial planner

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Services Offered

  • Financial Planning
  • Investment Guidance
  • Retirement Planning
  • Estate Planning

About

Katherine S. Newton is a Certified Financial Planner (CFP®) and Certified Financial Transitionist based in Hickory, North Carolina. She provides financial planning and investment guidance to individuals and families in the local area. Katherine specializes in helping clients navigate significant life transitions, such as retirement and estate planning. Her approach focuses on creating tailored financial strategies that align with her clients' goals and values.

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Location

428 4th Ave NW, Hickory, North Carolina
Map showing location in Hickory, North Carolina
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Business Information

Address

428 4th Ave NW
Hickory, North Carolina 28601

Phone

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Business Hours

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