Wisdom Wealth Care - Financial Advisors
Financial Service
Why pick this one
Wisdom Wealth Care combines CFP® planning, CPA tax expertise, and estate-planning law support for Greensboro families, serving clients for over 20 years.
Best for
- comprehensive retirement planning
- tax-focused investment and wealth strategies
- families needing coordinated financial, tax, and estate planning
- estate planning and wealth transfer
- insurance planning for death, disability, or long-term care risks
- college savings planning
Specialties
- retirement planning
- investment portfolio planning
- tax-centric financial strategies
- insurance and risk management
- estate planning and wealth transfer
- college savings planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Public Accountant
- Accredited Estate Planner (AEP®)
- Estate Planning Law Specialist (EPLS)
- FINRA Series 7
- FINRA Series 66
- North Carolina Life and Health insurance license
- North Carolina Long-Term Care insurance license
- North Carolina law license
- Virginia law license
What makes them different
- Serving clients for over 20 years
- Team includes certified financial planners, a Certified Public Accountant, and an estate-planning attorney
- Family business with several related team members
- Uses financial modeling software to prepare personalized plans
- Schedules ongoing reviews and remains available by phone or email for financial guidance
- Years in business
- 20
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 528 College Rd Ste C, Greensboro, NC 27410-5110
- Phone
- 13362189344
- Website
- https://www.wisdomwealthcare.com
- info@wisdomwealthcare.com
Services
- financial planning
- investment management
- retirement planning
- insurance planning
- estate planning
- tax-focused wealth management
- ongoing financial monitoring and reviews