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Holly K. Nicholson, CFP®

Financial Planning Services

PO Box 97128
Raleigh, NC 27624
Phone: (919) 676-2806
Fax: (919) 848-4310

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

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