Spartan Planning Group is a financial advisor in Greensboro. They offer the expertise of fee-only advisors dedicated to guiding individuals toward a financially stress-free life. Their comprehensive range of services and solutions is designed to help clients achieve their best lives, particularly during retirement. The company's meticulous process focuses on minimizing unnecessary taxes, ensuring that more money remains in clients' pockets. By providing clarity and instilling confidence, Spartan Planning Group assists clients in navigating their financial journeys successfully. Their ultimate objective is to enable clients to retain a larger portion of their earnings through strategic tax reduction strategies. To gain a personalized financial plan that establishes trust and clarity for your future, reach out to Spartan Planning Group and schedule a meeting.
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SPARTAN PLANNING GROUP REVIEWS
We went with the Spartan Group because of personal relationships and the good reputation that proceeds them. We were not unhappy with our former financial planners, but did not have any relationship with them. We have been so happy with the comprehensive good service. David even spent half a day with us at an attorney's office to work through our future plans. We have been encouraged by the thorough efforts and suggestions that we hadn't even thought about in regards to planning for our future and that of our family. We feel confident and able to trust the Spartan Group with our finances and future counsel. David asked questions about our past experiences with financial planning, our current needs and the desires for our future, as well as our hope and dreams. We highly recommend the Spartan Group.
Spartan Planning is a top-notch organization with highly skilled and service-oriented people truly interested in the lives of their clients. They provide excellent, thorough and thoughtful advice as well as dynamic and effective financial planning and investment service. And as a fiduciary they are honestly interested in the best interest of their clients. We cannot recommend Spartan Planning more highly!
This team listens, follows through, and enjoys helping others meet their financial goals. If you are looking for a disciplined, process-focused team that works to protect your assets in down markets while keeping your long-term goals on track, I highly recommend the Spartan Planning Group.
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Pamela Johnette Bradford serves as a Financial Consultant at Primerica, a financial services company located in Greensboro, North Carolina. Primerica caters to individuals at all stages of their investment journey, including those who are just starting out as well as those who are already in retirement. Through their affiliation with PFS Investments Inc., Primerica grants access to solutions and services offered by renowned global companies. With an extensive array of products and programs, Primerica provides investment solutions tailored to meet the diverse needs of its clients. In addition, the company has established partnerships with prominent investment firms in the industry, further enhancing their credibility and expertise.
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PAMELA JOHNETTE BRADFORD - PRIMERICA REVIEWS
my agent was great and very professional, warm sense of humor. I didn't focus on the aspect that I'm buying insurance for the ending of my life...lol The process wasn't too complicated to get through or a inconvenience for me.
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Midtown Financial Advisors, situated in Greensboro, is a prominent financial firm that boasts a team of five managing partners, nine advisors, and three specialists. With a specific focus on corporate retirement programs, the company excels in assisting employers in evaluating their options. Drawing from their extensive industry expertise, Midtown Financial Advisors continuously leverages their knowledge to benefit both their clients and the community. A key point of pride for the firm is their ability to encompass all aspects of wealth management within their client relationships. They firmly believe that a comprehensive communication strategy is vital, ensuring that clients have a thorough understanding of every facet of their personalized wealth management strategy.
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Fri: 8am - 4pm
Sat & Sun: Closed
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MIDTOWN FINANCIAL ADVISORS, LLC REVIEWS
It is a wonderful, trustworthy group!
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