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Find The Best Financial Advisors in Greensboro, North Carolina

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Greensboro is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Greensboro & pick the one as per your needs

How To Find The Best Financial Advisors in Greensboro, North Carolina
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Greensboro, North Carolina, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Greensboro, North Carolina, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Greensboro, North Carolina have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Greensboro, North Carolina

Tom Morris

Northwestern Mutual -Tom Morris

919-401-0331

Address

240 Leigh Farm Rd,
Ste 400,
Durham, NC 27707 See Details

Allworth Financial

888-242-6766

Address

3917 University Drive Suite 200,
Durham, NC 27707 See Details

Top Financial Advisor Firms in Greensboro, North Carolina (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SMITH SALLEY WEALTH MANAGEMENT 324 West Wendover Avenue, Suite 301 Greensboro, NC, 27408	129614	$2,709,592,506	2136	A Percentage of AUM
GRANVILLE CAPITAL, INC. 300 North Greene Street, Suite 1750 Greensboro, NC, 27401	126679	$911,329,944	25	A Percentage of AUM, Fixed Fees, Performance Based
TRIAD FINANCIAL ADVISORS, INC. 3623 N. Elm Street, Suite 102 Greensboro, NC, 27455	118583	$863,132,435	2470	A Percentage of AUM, Other (FEE FOR MONITORING 3RD PARTY MANAGERS)
BLUEPRINT INVESTMENT PARTNERS LLC 1250 Revolution Mill Dr., Suite 150 Greensboro, NC, 27405	170196	$533,117,068	13	A Percentage of AUM
FUND DIRECT ADVISORS INC. 7800 Mccloud Road, Suite 201 Greensboro, NC, 27409	155363	$500,000,000	350	A Percentage of AUM
HOLDERNESS INVESTMENTS CO 2102 N. Elm Street, Suite C Greensboro, NC, 27408	106530	$346,670,964	546	A Percentage of AUM, Hourly charges, Fixed Fees
CAPITAL MANAGEMENT LLC 628 Green Valley Road, Suite 204 Greensboro, NC, 27408	109416	$285,585,841	502	A Percentage of AUM, Hourly charges, Fixed Fees
ZURAW FINANCIAL ADVISORS, LLC 806 Green Valley Road, Suite 201 Greensboro, NC, 27408	173129	$264,353,235	685	A Percentage of AUM, Hourly charges, Fixed Fees
SPARTAN PLANNING GROUP 1931 New Garden Rd, Ste 220, Greensboro, NC, 27410	166599	$256,800,084	817	A Percentage of AUM, Hourly charges, Fixed Fees
CASCADES CAPITAL ASSET MANAGEMENT, LLC 1840 Pembroke Road, Suite 1 Greensboro, NC, 27408	167102	$218,643,303	642	A Percentage of AUM
CAROLINA FINANCIAL ADVISORS, INC. 100 East Lake Dr., Suite 100 Greensboro, NC, 27403	118823	$165,298,960	463	A Percentage of AUM, Hourly charges, Fixed Fees
TRENT CAPITAL MANAGEMENT INC 3150 North Elm St,Ste 204, Greensboro, NC, 27408	107344	$159,991,361	311	A Percentage of AUM, Performance Based
SMITH PARTNERS WEALTH MANAGEMENT, LLC 128 E Fisher Ave, Greensboro, NC, 27401-2034	112231	$139,660,790	537	A Percentage of AUM, Hourly charges, Fixed Fees
PENSION PLANNING SOLUTIONS, INC. 301 South Elm Street, Suite 1008 Greensboro, NC, 27401	126393	$118,935,941	23	A Percentage of AUM, Hourly charges, Fixed Fees
INTERCAROLINA FINANCIAL SERVICES, INC. 3300 Battleground Avenue, Suite 202 Greensboro, NC, 27410	19475	$100,407,396	254	A Percentage of AUM, Fixed Fees

Select other cities around Greensboro, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Greensboro, North Carolina

How To Find The Best Financial Advisors in Greensboro, North CarolinaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Greensboro, North Carolina

Tom Morris

Northwestern Mutual -Tom Morris

Address

Allworth Financial

Address

Top Financial Advisor Firms in Greensboro, North Carolina (Ranked by AUM)

Select other cities around Greensboro, North Carolina to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Greensboro, North Carolina
Last Updated - 13-Jun-2023

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