Bank of America Private Bank
Bank Credit Union
Why pick this one
Bank of America Private Bank builds personalized wealth plans in Greensboro with advisor and specialist teams aligned to family goals and legacy planning.
Best for
- Personalized wealth planning
- Families aligning financial priorities with long-term legacy goals
- Clients seeking advisor and specialist team consultations in Greensboro
Look elsewhere if
- Customers needing weekend in-person office appointments
Specialties
- personalized wealth planning
- family-goal planning
- legacy planning
What makes them different
- Advisor and team of specialists build a wealth plan around personal values and family goals
- Planning addresses current wealth and the legacy being built for future generations
- Greensboro office located at 800 Green Valley Road, Suite 502
- Office hours are Monday through Friday, 9:00am to 5:00pm
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 800 Green Valley Rd Ste 502, Greensboro, NC 27408
- Phone
- 8007331355
- Website
- https://locations.privatebank.bankofamerica.com...
- xxx@xxx.xxx
Services
- wealth management
- wealth plan development
- advisor and specialist team consultations