LoNano Financial Advisors, Inc.
Why pick this one
LoNano Financial Advisors has provided comprehensive financial planning and investment management since 1986, including fee-only services and retirement strategies.
Best for
- Comprehensive financial planning for individuals and families
- Retirement income and Social Security planning
- Fee-only investment management
- Business owners needing retirement plans or employee benefits analysis
- Intergenerational planning and wealth transfer
- Insurance needs analysis and long-term care planning
Look elsewhere if
- One-time transactional advice without interest in an ongoing relationship
- Needs requiring a specified local service area or emergency response
Specialties
- comprehensive financial planning
- fee-only investment management
- retirement planning strategies
- Social Security income maximization
- insurance needs analysis
- estate planning
- wealth transfer
- 401(k) plan consultation and servicing
- small business retirement plans
- intergenerational planning
Certifications
- Certified Financial Planner (CFP) professionals
- CFP Board Code of Ethics and Standards of Conduct
What makes them different
- Established in 1986
- Family-owned firm with stated low employee turnover
- Fee-only consultative services and fee-only investment management
- Provides a complimentary, no-obligation financial review
- Serves individuals, families, business owners, and employer-sponsored retirement plans
- Years in business
- 40
Distilled from this business's own website.
Contact & Location
- Address
- 529 College Rd Ste A, Greensboro, NC 27410
- Phone
- 3368544458
- Website
- http://www.lonano.com/
- Cynthia@LoNano.com
Services
- financial planning
- investment management
- retirement strategies
- insurance protection
- corporate financial services
- financial education and guidance
- estate asset management
- trust services