ACT Advisors, LLC Company Profile, Contacts & Intelligence

Financial ServicesAsheville, North Carolina, United States7 employeesFounded 2006
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
7
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
1
Mapped contact coverage

ACT Advisors, LLC Overview

We Specialize In Credit Union Executives. ACT Advisors has over 20 years’ experience providing investment management and financial planning to credit union executives. Our experienced team of advisors has specialized knowledge of unique retirement plans—including 457(b) and collateral assignment split dollar. We Offer Fee-Only Financial Planning. ACT Advisors offers comprehensive and focused financial plans based upon your needs. Comprehensive plans include budgeting, estate planning, tax review, and a 2 year subscription to ACT Advisors online Wealth Management system. Focused plans—like our Retirement Income Plan—provide you with a detailed strategy designed to help you toward reaching your financial goals.

Headquarters
Asheville, North Carolina, United States
Website
act-advisors.com
Industry
Financial Services
Founded
2006
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
ASHEVILLE

ACT Advisors, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
Sales
1

ACT Advisors, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

P
Pat Latta
Developing Personal Wealth Strategies
W
Wes Johnson, Cfp
Advising Senior Executives on Personal
J
Jim Gowan
President, Gowan Sales and Distribution
EP
D
Doug English, Cfp
Advising Senior Executives on Personal
EP

ACT Advisors, LLC Workforce Composition

Seniority breakdown across 7 visible profiles.

Individual contributor
4
Senior / Lead
2
Executive
1

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