Phoenix Financial Solutions

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

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.