Stacey Black-Thrivent
Investing
Why pick this one
They provide retirement and long-term-care planning in Greensboro, with Gary Everhart holding RICP and CLTC designations.
Best for
- Retirement income planning
- Long-term care planning
- Insurance planning and risk management
- Estate, beneficiary, and legacy planning
- Faith-based financial planning
- Clients seeking ongoing financial plan reviews as circumstances change
Look elsewhere if
- Legal, accounting, or tax advice
- Clients seeking Social Security-specific advice beyond general guidance
- Clients seeking financial services outside the listed licensed states
Specialties
- Retirement planning
- Retirement income planning
- Long-term care planning
- Insurance planning
- Risk management
- Estate and legacy planning
Certifications
- Retirement Income Certified Professional (RICP)
- Certification in Long-Term Care (CLTC)
- FINRA Series 6
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- Licensed in Arizona, Florida, Georgia, Maryland, Mississippi, North Carolina, Ohio, South Carolina, Texas, Utah, and Virginia
What makes them different
- Gary Everhart has worked in financial services since 1993
- Gary Everhart has been a Thrivent financial advisor since 2015
- The team uses an Understand, Strategize, Implement, Adapt planning process
- The Greensboro office is located at 416 Gallimore Dairy Road, Suite H
- The team offers faith-based financial planning and community-focused Thrivent Action Teams
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 2005 Boulevard St, Greensboro, NC 27407-4557
- Phone
- +13367934372
- Website
- https://connect.thrivent.com/gary-everhart
Services
- Financial planning
- Dedicated Planning Services
- Managed Accounts Program
- Investment advisory services
- Insurance guidance
- Charitable giving strategies