Financial Advisor in Guilford, North Carolina

5 found · ← All categories in Guilford

Updated October 31, 2026

Wells Fargo Advisors

Financial Advisor

High Point, NC

Wells Fargo Advisors offers High Point retirement, estate-planning, insurance, and 529-planning services through six listed financial advisors.

  • retirement planning in High Point
  • estate planning strategies
  • education funding and 529 plans

GCG Wealth Management

Financial Advisor

Greensboro, NC

GCG Wealth Management offers a real-time Personal CFO platform alongside retirement, estate, trust, and ultra-high-net-worth planning across multiple states.

  • retirement planning requiring consolidated asset, liability, income, and expense tracking
  • tax-efficient estate, gift, and trust planning
  • business owners planning succession, liquidity events, or tax-efficient exits

King Capital Management

Financial Advisor

Greensboro, NC

King Capital Management develops financial strategies around client goals and risk tolerance, with CFP® wealth advisor James Christian King.

  • People seeking personalized financial strategies
  • Clients planning to build wealth through investing
  • Families seeking financial guidance to protect their assets

The R.B. Mitchell Team

Financial Advisor

Greensboro, NC

The R.B. Mitchell Team has served clients since 1985 with retirement, investment, tax, and estate planning in Greensboro, NC.

  • comprehensive retirement planning
  • investment management aligned with risk tolerance
  • tax and estate planning coordination

Wells Fargo Advisors

Financial Advisor

Greensboro, NC

Wells Fargo Advisors provides retirement, estate-planning, insurance, and 529 strategies through its Greensboro branch.

  • Retirement planning
  • IRA strategy
  • Estate planning strategies

Other categories in Guilford

Financial Advisor in nearby counties

FAQ

Which Guilford County advisors help with business succession or selling a company?

GCG Wealth Management lists corporate succession planning, liquidity-event planning, and tax-efficient exit strategies. Its corporate planning also includes 401(k) and employee benefit compensation plans.

Which advisors coordinate retirement, tax, and estate planning?

The R.B. Mitchell Team lists retirement, investment, tax, and estate planning, with team credentials including CPA, CFP, CKA, and FPQP designations. GCG also lists retirement and tax-efficient estate, gift, and trust planning.

Can these financial advisors open a checking or savings account?

The listed firms are investment and planning practices rather than routine deposit-taking banks. Wells Fargo Advisors’ enrichment specifically distinguishes its advisory services from FDIC-insured deposit accounts and traditional banking.

Which firms offer 529 or education-funding planning?

Both listed Wells Fargo Advisors locations include education funding and 529 plans among their specialties. The Greensboro branch also lists IRA, business, insurance, and retirement planning.