Stan Godwin
Why pick this one
Stan Godwin serves Greensboro, Winston Salem, and Highpoint clients with estate, retirement, investment, and business succession planning.
Best for
- business owners planning succession
- clients seeking estate and retirement planning
- families needing coordinated financial, tax, and legal planning
- clients seeking investment planning and asset allocation
Specialties
- estate planning
- retirement planning
- asset allocation
- investment planning
- business succession planning
Certifications
- FINRA Series 7
- FINRA Series 24
- FINRA Series 63
- FINRA Series 65
What makes them different
- Serves clients in Greensboro, Winston Salem, and Highpoint
- Holds FINRA Series 7, 24, 63, and 65 registrations
- Focuses on business succession planning alongside personal financial planning
- Coordinates financial planning with clients' tax and legal professionals
- First Citizens Wealth has provided financial services for over 125 years
- Serves
- Greensboro, Winston Salem, Highpoint
Distilled from this business's own website.
Contact & Location
- Address
- 1414 W Northwood St, Greensboro, NC 27408
- Phone
- 3364124046
- Website
- https://foundation.firstcitizens.com/nc/greensb...
- Stan.GodwinJr@firstcitizens.com
Services
- comprehensive financial planning
- wealth management
- investment planning
- retirement planning
- estate planning
- business succession planning
- asset protection planning
- education planning