Financial Planners Certified in Greensboro, North Carolina - ViewLocate

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Voight, Ortiz & Associates - Ameriprise Financial Services, Inc. photos

Voight, Ortiz & Associates - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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Women face different financial considerations, you may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives theyve earned. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Matt Farver - Ameriprise Financial Services, Inc. photos

Matt Farver - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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The advisor listed is an Ameriprise financial advisor in Greensboro. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.

Smith Partners Wealth Management photos

Smith Partners Wealth Management, Greensboro

Greensboro / North Carolina / United States

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Since 1988 Smith Partners Wealth Management has been a fee-only practice of experienced investment professionals specializing in comprehensive financial planning and investment management.

Sherry Hunt - Ameriprise Financial Services, Inc. photos

Sherry Hunt - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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The advantages of working together online The secure site on ameriprise.com makes it easy for clients to collaborate with me as we work together to define and achieve your goals.In one secure, convenient online space, you can:Track your goals and progressConnect and share information with meView, store and organize your financial documentsTransfer funds, and much moreRegister today at ameriprise.com, or contact me for help getting started. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Golden Ridge Financial Designs, LLC photos

Golden Ridge Financial Designs, LLC, Greensboro

Greensboro / North Carolina / United States

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Golden Ridge Financial Designs, LLC provides long term wealth planning using client focused investment strategies to pursue the desired results. As your trusted financial advisor, our goal is to focus on your individual needs and design an investment strategy that works best for you and for your family. We are dedicated to supporting, educating, and helping you make informed decisions concerning your financial future.

Fidelity Investments photos

Fidelity Investments, Greensboro

Greensboro / North Carolina / United States

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Your Investor Center can help with everything from building a plan to selecting the accounts that may be right for you. Come visit us today. We offer the following services: Annuities, College planning, Estate planning strategies, Investment guidance, Life insurance, Retirement planning, Wealth planning strategies.

Gate City Advisors photos

Gate City Advisors, Greensboro

Greensboro / North Carolina / United States

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As an independent financial planning practice, we offer more than a century of combined investment experience. Our approach is personalized, detailed and relevant. With continual reviews of your financial management program, Gate City Advisors will work with you to keep your investment strategies on track.

Chad Barber - Ameriprise Financial Services, Inc. photos

Chad Barber - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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You are not just another face in the crowd. You are unique, and so are your financial goals. Thats why I take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirementapproach. Working together, I can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Wisepath Financial Group photos

Wisepath Financial Group, Greensboro

Greensboro / North Carolina / United States

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We take great pride in getting to know each one of our clients and providing individualized service. Working with us means you will have someone dedicated to the task of optimizing your financial health. Operating a business comes with multiple responsibilities; our purpose is to ease the burdens on the financial side. Our desire is to preserve what our clients have, help create financial stability, as well as growth when opportune. Understanding your specific personal goals and family needs is critical to helping design a strategy that will work for you; which is why we take the time to listen, get to know you, your situation, and your needs.

Cornerstone Wealth photos

Cornerstone Wealth, Greensboro

Greensboro / North Carolina / United States

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Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals, families, and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals.

Randal Sipkema - Ameriprise Financial Services, Inc. photos

Randal Sipkema - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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Whether its saving to buy a home, traveling or simply feeling confident that youll be able to live the retirement youve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement approach, I work one-on-one with my clients to understand whats most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Mark K Blakeman - Ameriprise Financial Services, Inc. photos

Mark K Blakeman - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Douglas H Smith - Ameriprise Financial Services, Inc. photos

Douglas H Smith - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Edmonds, Hunt & Associates - Ameriprise Financial Services, Inc. photos

Edmonds, Hunt & Associates - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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Committed to putting your best interest firstAmeriprise earned a #1 rating among investment firms in several key independent customer research categories, including:#1 most trusted#1 in customer loyalty#1 in customer serviceWere proud to work with a firm recognized for premium service and trustworthiness by clients, because serving your best interests is our #1 priority. We offer personalized financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. With the right advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

BB&T photos

BB&T, Greensboro

Greensboro / North Carolina / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

Bob Edmonds - Ameriprise Financial Services, Inc. photos

Bob Edmonds - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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The advantages of working together online The secure site on ameriprise.com makes it easy for clients to collaborate with me as we work together to define and achieve your goals.In one secure, convenient online space, you can:Track your goals and progressConnect and share information with meView, store and organize your financial documentsTransfer funds, and much moreRegister today at ameriprise.com, or contact me for help getting started. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Kathryn Larson - Ameriprise Financial Services, Inc. photos

Kathryn Larson - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

First Horizon Bank photos

First Horizon Bank, Greensboro

Greensboro / North Carolina / United States

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You know what you are capable of. You know what you want in life. Our mission is to bring a deeper understanding of who you are, so that we can help you get to where you want to go.

Matt Logan Inc. photos

Matt Logan Inc., Greensboro

Greensboro / North Carolina / United States

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Our business is relationship focused. We are very selective about the clients that we choose to work with. We know that these are long term relationships and that engaging the wrong client is not what we are looking for. Our clients are actually our bosses and we have the luxury of only choosing the bosses we want to work for and spend time with. We are not under the pressure of a quota or any earnings requirements. We are also not swayed by the product offerings of a large firm or insurance carrier. We are allowed to shop the market for what is best for our clients. Our investment philosophy is to work on a long term, fee-based approach. Most of our clients are charged a small percentage of their account on an annual business and that is how we are paid. Our philosophy is to avoid any conflicts of interest that may arise from transaction, commission-based business models. We love what we do. While we take what we do very seriously, we do not tend to take ourselves very seriously. We have a lot of fun here with our coworkers and we have a lot of fun with our clients.

Gene Kemp - Ameriprise Financial Services, Inc. photos

Gene Kemp - Ameriprise Financial Services, Inc., Greensboro

Greensboro / North Carolina / United States

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The advantages of working together online The secure site on ameriprise.com makes it easy for clients to collaborate with me as we work together to define and achieve your goals.In one secure, convenient online space, you can:Track your goals and progressConnect and share information with meView, store and organize your financial documentsTransfer funds, and much moreRegister today at ameriprise.com, or contact me for help getting started. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

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