Gary Everhart - Thrivent
Why pick this one
Gary Everhart - Thrivent provides retirement and long-term-care planning backed by RICP and CLTC designations and licenses in 11 states.
Best for
- retirement income planning
- long-term care planning
- senior solutions and risk management
- insurance planning
- clients seeking values-based financial planning and charitable giving strategies
- financial planning in Greensboro
Look elsewhere if
- clients seeking legal, accounting, or tax advice directly from the advisor
Specialties
- retirement income planning
- long-term care planning
- insurance planning
- risk management
- wealth protection
Certifications
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- State insurance licenses in Arizona, Florida, Georgia, Maryland, Mississippi, North Carolina, Ohio, South Carolina, Texas, Utah, and Virginia
What makes them different
- Thrivent financial advisor since 2015
- More than two decades of prior experience as an independent advisor specializing in senior solutions, insurance planning, and risk management
- Retirement Income Certified Professional® and Certification in Long-Term Care® designations
- Office at 416 Gallimore Dairy Road, Suite H, Greensboro, North Carolina
- Offers financial planning through Thrivent's Understand, Strategize, Implement, and Adapt process
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 416 Gallimore Dairy Rd Ste H, Greensboro, NC 27409
- Phone
- 3369390927
- Website
- https://connect.thrivent.com/gary-everhart?utm_...
Services
- financial planning
- retirement planning
- investment management
- insurance planning
- long-term care planning
- estate planning guidance
- charitable giving strategies