Matt Logan

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.

Stearns Financial Group, based in Greensboro, NC, is a wealth management firm dedicated to guiding individuals and families towards financial confidence and clarity. Their team helps clients illuminate and implement personalized financial goals, offering services such as financial planning, investment management, and values-based investing. Specializing in serving multigenerational families, business owners, women in motion, wealth builders, pre-retirees, and retirees, Stearns Financial Group aims to help clients build rich lives with confidence and clarity. With a focus on establishing values, planning legacies, and navigating challenging life transitions, the firm provides tailored financial solutions to meet the diverse needs of their clients.Generated from the website

Gaiser Financial Group is a comprehensive retirement planning firm located in Greensboro, North Carolina, specializing in customized strategies to help clients navigate the complexities of retirement. Led by owner Bryan Gaiser, who adheres to a fiduciary standard of care, the firm offers a range of services including wealth management, tax planning, and risk management to protect and grow clients' assets. Committed to empowering the Greater Greensboro community, Gaiser Financial Group also provides free workshops and educational resources, such as a retirement planning radio program and blog. The firm focuses on holistic financial solutions and personalized service, ensuring clients can confidently prepare for their retirement goals. Generated from the website