Greg Smith Investments
Financial Advising
Why pick this one
Greg Smith Investments provides retirement planning and 401(k) rollovers in Asheboro, with more than 30 years of experience and free financial plans.
Best for
- 401(k) rollovers after leaving a job or retiring
- Retirement income and investment planning
- Clients seeking fixed interest rate products
- Stocks, bonds, and mutual fund guidance
- Life insurance, long-term care insurance, or Medicare plan selection
Specialties
- 401(k) rollovers
- Stocks and mutual funds
- Fixed annuities
- Life insurance
- Investment income planning
- Investment management
- Estate planning
- Long-term care insurance
- Medicare insurance plans
What makes them different
- Greg Smith has helped individuals and families with investments and retirement planning for more than 30 years
- Accounts are reviewed monthly
- Consultations, financial plans, and questions are free
- The firm states that it does not charge fees based on investment amount
- Stocks and securities products are provided through Southeast Investments, NC, Inc., a FINRA and SIPC member
- Years in business
- 30
- Serves
- Asheboro
Distilled from this business's own website.
Contact & Location
- Address
- 535 S Cox St, Asheboro, NC 27203
- Phone
- +13366722155
- Website
- http://www.gregsmithinvestments.com/
- team@latofonts.com
Services
- Investments and retirement planning
- 401(k) rollovers
- Fixed interest rate products
- Life insurance
- Long-term care insurance
- Medicare insurance plans
- Investment consultation