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Choose your meeting type below then follow the instructions to schedule. It's quick and easy!

Quick Check-In

Available: Year Round
Duration: ~ 30 minutes

Current clients, do you have a question for your advisor, need to sign some paperwork, or want to briefly touch base? Schedule a quick check-in today.

Year-End Call

Available: September - December
Duration: ~ 45 minutes

Current clients, is it time for your year-end wrap-up call? Schedule your call today.


Annual Strategy Meeting

Available: January - June
Duration: ~ 90 minutes

Financial-Planning clients, is it time for your annual strategy meeting? We look forward to talking through your annual financial plan. Schedule your meeting today.


Don't see what you're looking for? Give us a call today at 336-279-2507.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).