Laurels

Best Financial Advisors in Greensboro
2021

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 81 58 24

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

Erickson

  • Retirement Planning

Erickson is a wealth management and financial advisory firm that has served clients in Greensboro and the surrounding areas since 1991. Its team of advisors utilizes a consultative approach in educating and guiding its clients in their financial lives. They provide individualized investment and planning programs that work independently or in conjunction with one another. The firm also assists clients in retirement planning, tax planning, estate planning, and investment management.

301 North Elm Street
Greensboro, NC 27401

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

Green Valley Wealth Management

  • Retirement Planning

Green Valley Wealth Management is an independent firm that has offered investment platforms and planning services for clients in Greensboro and surrounding areas since 2011. The team of Certified Financial Planner professionals educates and helps clients reach their financial goals. Owner Phyllis Lancaster spent the first 14 years of her career in the finance industry as part of the product development team at AIG/United Guaranty Mortgage Insurance Company before joining an independent advisory firm in 2006.

3608 West Friendly Avenue
Greensboro, NC 27410

Website

Innovative Financial Solutions L.L.C

  • Estate Planning
  • Retirement Planning
  • Business Formation

Innovative Financial Solutions L.L.C. is a team of financial advisors with over 65 years of collective experience developing retirement strategies in preparation for retirement and financial independence. The team also helps clients adjust the strategies depending on personal or economic changes. The services include financial planning strategies, investment management, and insurance. Established in 2004, the firm caters to the financial objectives of individuals and small business owners in Greensboro and the neighboring communities.

620 Green Valley Road
Greensboro, NC 27408

Website

Level Wealth Management

  • Tax Planning

Founded by Aaron Parrish, Level Wealth Management is a financial planning company that helps clients in Greensboro. It offers different wealth management services, including investment administration and tax reduction strategies. This firm reviews the client's existing financial assets and allocations, cash flows, liabilities, estate documents, and insurance coverages. Moreover, it guides clients in finding opportunities through investment risk reductions, Roth IRA conversions, charitable contributions, and withdrawal strategies. Parrish used to teach retirement planning courses in different colleges and universities across Central North Carolina.

204 Muirs Chapel Road
Greensboro, NC 27410

Website

Orion Financial LLC

  • Tax Planning

Orion Financial LLC is a retirement planning and wealth management firm serving clients in the Greensboro community. The firm specializes in a wide range of financial services, including retirement planning, tax planning, estate planning, and investment management. The firm also provides insurance services such as life insurance, long-term care insurance, and disability income insurance plans. Company founders John Stolar and Allen Poe established the firm in 2002. They hold decades of experience in the industry of financial planning, wealth management, and investing.

501 Simpson Street
Greensboro, NC 27401

Website

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