Bass Financial Strategies
Financial Service
Why pick this one
Bass Financial Strategies provides faith-based financial planning and investing, serving Greensboro families with over 40 years of experience as a fiduciary.
Best for
- Clients seeking Biblical principles integrated into financial planning
- Retirement planning and investing
- Estate planning and tax-efficiency planning
- Families in Greensboro seeking multigenerational wealth planning
Look elsewhere if
- Clients seeking financial planning without a faith-based or Biblical framework
Specialties
- faith-based financial planning
- retirement planning
- estate planning
- tax-efficiency planning
- faith-based investing
What makes them different
- Faith-based planning integrates Biblical principles with financial strategies
- Fiduciary since 1984
- Planning and investing services address retirement, estate planning, tax efficiency, and wealth growth
- Serves families in Greensboro and around the globe
- Years in business
- 40
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 600 Green Valley Rd Ste 106, Greensboro, NC 27408-7732
- Phone
- 13362828780
- Website
- http://www.bassfinancial.com
Services
- financial planning
- investment management
- retirement planning
- estate planning
- tax planning