financial advisor · Greensboro, NC

Local financial advisor in Greensboro, NC

Find a financial advisor in Greensboro, NC

628 Green Valley Road
Greensboro, NC
+1-336-294-8585
https://www.captrust.com/locations/north-carolina/greensboro-nc/ · Claim this financial advisor listing — free dofollow link + 5 keywords

Hours: Mo-Th 08:30-17:30; Fr 08:30-16:00

✓ Google Business Profile: listed on Google

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Looking for a financial advisor in Greensboro? CAPTRUST is listed here. Roughly 60% of homes here are owner-occupied. It sits near Whole Foods Market (0.5 mi), Lake Daniel Park (0.7 mi) and Harris Teeter (1.1 mi). Other financial advisors nearby include Davenport & Company (0.1 mi) and Fidelity Investments (0.3 mi). Our Greensboro, NC advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and families. Hours: Mo-Th 08:30-17:30; Fr 08:30-16:00. It sits in central Greensboro, at 36.0875° N, 79.8254° W. You can reach it by phone at +1-336-294-8585. Target anchors this part of Greensboro. Also, it's located at 628 Green Valley Road. Its website is https://www.captrust.com/locations/north-carolina/greensboro-nc/. Our Greensboro-based advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and beyond.

CAPTRUST, a financial advisor in Greensboro, NC, sits at 628 Green Valley Road. Their site puts it this way: Our Greensboro, NC advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and families. The services listed on their own site include Walter E. Abele, Phillip Epting, Steven H. Morton, and Get Informed.

Listed hours are Mo-Th 08:30-17:30; Fr 08:30-16:00. You'll find it 1.1 mi from Harris Teeter (supermarket). It's 1.2 mi from Target (department store). CAPTRUST is 0.5 mi from Whole Foods Market (supermarket).

It is one of 12 financial advisors listed for Greensboro. 5 of them sit within about a mile, close enough to compare in one trip. Account minimums and where assets are custodied are practical filters worth settling in the first call. Close alternatives include Davenport & Company (less than 0.1 mi), Fidelity Investments (0.3 mi), and Merrill Lynch Wealth Management (0.4 mi).

The median age in Guilford County is around 37.4. About 60% of homes in Guilford County are owner-occupied. Guilford County is home to roughly 542,987 people. The average commute in Guilford County is about 23 minutes. Summers in Greensboro average near 87°F and winters settle around 34°F. The Proximity Hotel, located in Greensboro, North Carolina, is the first Platinum LEED certified green hotel in the United States. The local food scene leans toward American, Pizza, Mexican. The O. Henry Hotel is a hotel in Greensboro, North Carolina. Reach CAPTRUST at +1-336-294-8585 or https://www.captrust.com/locations/north-carolina/greensboro-nc/. This is a free, map-sourced listing. If CAPTRUST is yours, claim it to add services, hours, and a way to book.

Nearby landmarks: 1.1 mi from Harris Teeter (supermarket) · 1.2 mi from Target (department store) · 0.5 mi from Whole Foods Market (supermarket)

Frequently asked questions

Where is CAPTRUST located?
CAPTRUST is at 628 Green Valley Road, Greensboro, NC.
What are CAPTRUST's hours?
CAPTRUST's listed hours are Mo-Th 08:30-17:30; Fr 08:30-16:00.
What other financial advisors are near CAPTRUST?
Nearby financial advisors include Davenport & Company (less than 0.1 mi), Fidelity Investments (0.3 mi), and Merrill Lynch Wealth Management (0.4 mi).
How do I contact CAPTRUST?
Call +1-336-294-8585 or visit https://www.captrust.com/locations/north-carolina/greensboro-nc/.
What should I look for in a financial advisor in Greensboro?
The first question for any financial advisor is whether they act as a fiduciary at all times — the answer changes whose interest comes first. Checking hours and confirming details directly with the business is always worth the two minutes.
From their website

Our Greensboro, NC advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and families.

HoursMon–Thur, 8:30 am–5:30 pm

  • Walter E. Abele
  • Phillip Epting
  • Steven H. Morton
  • Get Informed

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