Fidelity Investments

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.

We are a local company that caters to individuals that are either nearing retirement or already in retirement. Our speciality is assiting people in selecting the right Medicare coverage, whether it is a Medicare Advantage Plan or Medicare supplement. Because we are independent we are able to give un-bias advice regarding which plan to choose. Being independent allows us to choose among the many available carriers that are right for your needs.

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.