Haley  Tolitsky,  CFP<sup>&reg;</sup> - Financial Advisor

Haley Tolitsky, CFP®

Financial Planner

Allegiance Financial Group Advisory Services

265 Racine Dr., Ste. 204
Wilmington, NC 28428
FINANCIAL ADVISOR'S WEBSITE
(703) 272-4188 CONNECT WITH Haley
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General

Haley Tolitsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allegiance Financial Group Advisory Services in Wilmington, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Disclaimer

As an advisory representative, Haley Tolitsky offers advisory services through Allegiance Financial Group Advisory Services, LLC (AFGAS). Securities offered through appropriately registered representatives of the Strategic Financial Alliance, Inc (SFA), member FINRA, SIPC. AFGAS is unaffiliated with SFA. Supervising office: 678.954.4000.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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