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Best Financial Advisors in Greenville

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1350 East Arlington Blvd, Ste A, Greenville, NC 27858
Greenville, NC 27858
  • Certified Financial Planner (CFP)

Robinson & Associates was founded by Clif Robinson, who has more than 38 years of experience serving school employees in Greenville and other areas around the metro. The firm comprises a team of licensed financial professionals and offers plans for retirement and investment. Comprehensive financial planning, term life insurance, specific retirement plans such as 401 (k) plans and 403 (b) plans, and fee-based investments are among the services offered to school employees, businesses, and individuals.

1350 East Arlington Blvd, Ste A, Greenville, NC 27858
Greenville, NC 27858

Website(252) 756-1728

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

127 Oakmont Drive, Greenville, NC 27858
Greenville, NC 27858
  • Estate Planning
  • Financial Planning

Taunton Financial is a planning and investment management firm that serves individuals and businesses in the Greenville metro and its neighboring cities. The firm assists its clients in managing investment products, such as annuities, bonds, mutual funds, stocks, and unit investment trusts. It also offers planning services based on the clients' financial and retirement goals. One of its financial advisors, Jim Taunton, is a Certified Financial Planner and has been providing services in the finance industry since 1979.

127 Oakmont Drive, Greenville, NC 27858
Greenville, NC 27858

Website(252) 756-4700

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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