William Koster

Holistic Financial Planning

4350 Congress Street, Suite 300 ,  Charlotte, NC   704-557-9775  
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William Koster

Team of advisors specializing in the medical industry, working with clients in every stage of their journey - from training to practice.

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Designations: CFP, CSLP

FINRA/CRD: CRD:6532110/CFP:337389/Insurance:18453455

Languages: English

Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Budget and debt management
  • Investment management
  • Estate planning
  • Long term care
  • annuities
  • Retirement planning
  • Insurance