Laurels

Best Financial Advisors in Greensboro
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Greensboro Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 83 60 26

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Carolina Financial Advisors

Carolina Financial Advisors is a wealth management firm offering various comprehensive financial management services to Greensboro residents and the surrounding areas. In addition, the company provides professional guidance to clients and their extended family members looking to improve the handling of their investments, retirement plans, taxes and estates, philanthropic activities, and overall financial planning. Carolina Financial Advisors was established in 1981 by Christopher Jones, a Certified Public Accountant and Certified Financial Planner.

100 East Lake Drive
Greensboro, NC 27403

Website

Defining Legacy Financial Advisors

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Defining Legacy Financial Advisors is a full-service firm dedicated to helping the residents of Greensboro with their financial goals and plans. It provides services such as investment management, retirement planning, and tax strategy guidance. The firm can also advise clients about insurance products and estate planning. It is led by founder and CEO Matt Johnson. Matt has been a certified financial planner since 2011. In his career, he has already helped and guided hundreds of clients.

7 Corporate Center Court
Greensboro, NC 27408

Website

Favored Financial Planning

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Favored Financial Planning offers a practical financial approach to help individuals in Greensboro achieve their financial goals. The company assists clients in developing holistic financial plans, which include determining appropriate insurance coverage, planning cash flows, drafting tax and estate plans, and analyzing investment portfolios. Its services also cover ongoing consultations, education funding, and tax preparation. A member of The Alliance of Comprehensive Planners, owner Cordi Powell has been running a "Financial Freedom" program at her church since 2007.

806 Green Valley Road
Greensboro, NC 27408

Website

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