3 Best Financial Services in Greensboro, NC

“Wilson Financial Advisors is a financial planning firm assisting clients with preparing for retirement, financial planning, and portfolio analysis. Keith I. Wilson is the financial adviser of Wilson Financial Advisors. In December of 1988, he graduated from the University of North Carolina at Greensboro with a degree in Communications. He has been assisting individuals and the business community in the financial services area since 1989. His top priority is putting his clients' needs above his own while exploring their various investment options and financial goals. Wilson Financial Advisors welcomes the opportunity to discuss your financial needs and the possibility of providing options to you.”

“Spartan Planning Group provides fee-only advisors guiding customers towards a stress-free financial life. David Childs is the president of Spartan Planning Group. They use a simple, straightforward process to build confidence in your financial future. Spartan Advisors will monitor your progress every step of the way. Their process aims to keep more money in your pocket by reducing unnecessary taxes. Their goal is to eliminate unnecessary risk from your portfolio. Spartan Planning Group begins by identifying what is important to you and makes sure they have your destination in mind before building your roadmap. To gain a personalized financial plan that establishes trust and clarity for your future, reach out to Spartan Planning Group and schedule a meeting.”

“Broderick Lemons is a licensed financial representative at Primerica. He helps his neighbors in Greensboro and nearby areas achieve their financial and life goals with a personalized investment plan. His top priority is to provide value and peace of mind to his clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. Broderick Lemons takes pride in offering excellent customer service to everyone who visits his office. He strives to treat each customer as he would want to be treated, with respect and integrity. He welcomes Greensboro residents to call or visit his office to see how he can help them achieve their financial goals and dreams.”