3 Best Financial Services in Greensboro, NC

I have had Spartan Planning Group managing my investments (IRA, Individual Account, and Roth IRA) since 2018. I am extremely happy with the way my investments are managed in that Spartan uses a process for trend following that takes emotion out of the equation. It is statistically relevant. The individuals in the company are responsive in that I generally get a call or email almost immediately if I raise a question. These advisors have helped me with tax advantages and goal setting. The most important though, is that I trust them completely to do the right and best thing for me with investment decisions. They are transparent and are 100% fiduciary never selling or leaning towards financial products or high fee investments.

David and the entire Spartan Planning Group team, are high capacity, and high character, who provide incredible value way beyond financial planning and management. They genuinely care about their clients, regardless of their assets under management. I cant recommend them more highly and wish I found them years ago.

Love these guys. Genuine people who treat you like family. They are very thorough, knowledgable, and prompt. Most importantly money is being made and a ton of stress is off my shoulders. Thanks to Spartan the future is clear.

We've been working with Aaron Parrish and Level Wealth Management for several years. The financial guidance, retirement planning, and account management services Level Wealth Management provides are truly outstanding. Aaron is detail oriented, never misses key dates related to activities where time is of the essence and alway follows up in the most professional and timely manner. We can count on Aaron to do what he says he will do and when he says he will do it. Our retirement plan performance has consistently met or exceeded all of our expectations.

We've had a financial advisor relationship with Aaron for many years, and have always found him to be honest, and attentive. Throughout our relationship, Aaron's advice has been tailored to fit our needs. In many cases, Aaron has provided direction and advice that has been invaluable in our investment and tax planning. Based on our experience, we feel our dealings with Aaron and LWM are a sound investment in our future.

Aaron has been instrumental in helping us prepare for retirement. We feel very confident in the plan we have put together. Aaron works along with us as well as our accountant to make sure we are all on the same page and nothing is missed. He is very responsive and his communication is clear and concise. I highly recommend Aaron and Level Wealth Management.