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. Arthur A. Herzog Iii, CFP®
(336) 294-1811
3515 W Market St Ste 100
Greensboro, NC
Firm
Pinsker Wealth Management

Data Provided by:
Dorothy Cameron Aydlett, CFP®
(336) 230-0071
333 N Greene St Ste 506
Greensboro, NC
Firm
Triad Financial Advisors, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
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:
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. Patrick N. Rush, CFP®
(336) 230-0071
333 N Greene St Ste 506
Greensboro, NC
Firm
Triad Financial Advisors
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

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:
Mr. Warren David Wise, CFP®
(336) 852-8455
3515 W. Market St. #100
Greensboro, NC
Firm
LPL Financial Services
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Linda P. Erickson, CFP®
(336) 274-9403
301 N Elm St Ste 301
Greensboro, NC
Firm
Erickson Advisors
Areas of Specialization
Elder Care, Intergenerational Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
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