Atlantic Bay Mortgage Group

Entrusting an accounting firm to manage your finances involves a significant amount of trust, a decision you should never make lightly. For almost 40 years, the residents and business owners of High Point, NC, have relied on Sharrard McGee & Co PA for expert tax preparation and accounting servi...

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Greensboro – open by appointment only – is here for you, serving the greater Greensboro Winston-Salem area or the Piedmont Triad, including High Point and Burlington. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Visit our office today located in Greensboro, NC. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.