Allegacy Investment Group

Tim Bowles, Financial Advisor

"My role as a Financial Advisor is to help my clients identify their financial goals and assist them in developing a strategy to help obtain these goals. I believe that one key element of any prudent financial management strategy is building long-term relationships with my clients."

Active Securities Licenses (Series 7, 63, and 65/66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker-dealer
Life Insurance Licensed
Long-Term Care Insurance Licensed
B.S. Business Administration, Appalachian State University (NC)
More than 15 years experience in financial services

Areas of expertise include:
Retirement Planning Individual Retirement Accounts (IRAs) Life Insurance (including disability and long-term care) College Education Planning (529s)	401(k) Rollovers Mutual Funds Brokerage Services Estate Planning

Contact me at tbowles@allegacyfcu.org or 336.794.8499 / 800.782.4670 ext 8499.