4 Frugal Tips for 30-Something Greensboro NC

Saving money is hard to do when you have a new family, a new car and/or a new house. Consider these suggestions for stretching your budget.

M.James McKee
Stearns Financial Services Group, Inc.
(800) 881-7374
324 W. Wendover Avenue, Suite 204
Greensboro, NC
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, CLU, CPA, MBA

Gregory Yahn
Yahn Financial Planning
(336) 478-2363
7800 Airport Center Drive, Suite 401
Greensboro, NC
Expertises
Middle Income Client Needs, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. William T. Heintzelman, CFP®
(336) 294-1811
3515 W Market St Ste 100
Greensboro, NC
Firm
LPL Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Mr. Edmund Scott Batchelor Jr., CFP®
(336) 379-7556
300 E. Wendover Ave
Greensboro, NC
Firm
Smith, Salley & Associates
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. R. Sherwood Greer, CFP®
(336) 272-5680
328 E. Market Street
Greensboro, NC
Firm
Oak Ridge Wealth Management

Data Provided by:
Dennis Stearns
Stearns Financial Services Group, Inc.
(800) 881-7374
324 W. Wendover Avenue, Suite 204
Greensboro, NC
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, MSFS

Mr. Robert D Hudson, CFP®
(336) 369-2982
333 N. Greene Street
Greensboro, NC
Firm
Northwestern Mutual
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning

Data Provided by:
Mr. Michael A. Robertson, CFP®
(336) 271-4333
300 North Greene Street
Greensboro, NC
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Douglas H. Smith, CFP®
(336) 315-9410
401 N. Edgeworth Street
Greensboro, NC
Firm
Ameriprise Financial

Data Provided by:
Ms. Karen C. Kahn, CFP®
(336) 378-4018
300 N Greene St Ste 600
Greensboro, NC
Firm
Wells Fargo Private Bank

Data Provided by:
Data Provided by: