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Term: Wealth Management vs. Financial Planning
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Wealth Management vs. Financial Planning

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AAFMAA Wealth Management & Trust

Financial Planning, Investment Management, and Trust Services provided by AAFMAA Wealth Management & Trust, a North Carolina Limited Liability Company wholly owned by AAFMAA. Physical address: 639 Executive Place, Suite 200, Fayetteville, NC 28305.
Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice and we encourage you to seek guidance from your tax and legal advisors. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal.

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Mortgage services provided by AAFMAA Mortgage Services LLC (AMS), a wholly-owned subsidiary of AAFMAA. AMS is available for the financing of residential property in the states listed on our Legal & Licensing page. All loans are subject to credit approval and other criteria. Physical address: 1 Copley Pkwy, Suite 420, Morrisville, NC 27560. Lender NMLS: 1423968, https://www.nmlsconsumeraccess.org/, Equal Housing Lender, Veteran Affairs (VA) approved lender # 668521-00-00; not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency.

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Armed Forces Mutual Blog

Wealth Management vs. Financial Planning

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