Al Gonzalez, ChFC®, CLU®, CMFC®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Al Gonzalez Photo
Al Gonzalez, ChFC®, CLU®, CMFC®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

1625 NORTH CENTER STREET

HICKORY, NC 28601

991 High House Road,

Cary, NC 27513

101 VILLAGE WALK DRIVE

HOLLY SPRINGS, NC 27540

110 MULBERRY STREET SW

LENOIR, NC 28645

300 NORTH GREEN STREET

MORGANTON, NC 28655

Check the background of this investment professional on FINRA's BrokerCheck

About

Al Gonzalez is a Private Financial Advisor, VP with SunTrust Investment Services, Inc. He offers clients more than 25 years of estate, incapacity, insurance, investment and retirement planning experience. Al has earned the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®). He is a native of New Hyde Park, NY and is a graduate of Columbia University in New York City.

Al's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of needs based analysis by assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

Continue Reading