financial advisor · Greensboro, NC

Local financial advisor in Greensboro, NC

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2102 North Elm Street
Greensboro, NC
+1-336-574-1400; +1-888-541-1400
https://holdernessinvestments.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords

Hours: Mo-Fr 08:30-17:00

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Based in Greensboro, NC, Holderness Investments Company is a financial advisor on the hashtag.org map. It sits near Harris Teeter (1.9 mi), Target (1.9 mi) and Lake Daniel Park (2.2 mi). On top of that, Hours: Mo-Fr 08:30-17:00. Guilford County is home to roughly 542,987 people. Other financial advisors nearby include Creek Road Capital (1.8 mi) and Wells Fargo Advisors (1.8 mi). You can reach it by phone at +1-336-574-1400; +1-888-541-1400. Its website is https://holdernessinvestments.com/. It's located at 2102 North Elm Street. Greensboro-based investment management and wealth advisory firm. Personalized portfolios, fiduciary guidance, and long-term financial planning for individuals and families. The median home value in Guilford County is around $234,900. It sits 2.1 miles east of central Greensboro, at 36.1025° N, 79.7874° W. Invest in great relationships, they will pay a lifetime of dividends. – Bill Walsh At Holderness Investments, we design personalized wealth management solutions made to create lasting value for our clients.

Holderness Investments Company, a financial advisor in Greensboro, NC, sits at 2102 North Elm Street. Their site puts it this way: Greensboro-based investment management and wealth advisory firm. Personalized portfolios, fiduciary guidance, and long-term financial planning for individuals and families. The services listed on their own site include Custom Investment Management, Comprehensive Financial Planning, Estate Planning Review, and Income Tax Coordination.

Listed hours are Mo-Fr 08:30-17:00. You'll find it 1.9 mi from Harris Teeter (supermarket). It's 1.9 mi from Target (department store). Holderness Investments Company is 2.8 mi from Whole Foods Market (supermarket).

Greensboro has 12 financial advisors on the map here, so there is real choice. Account minimums and where assets are custodied are practical filters worth settling in the first call. Close alternatives include Wells Fargo Advisors (1.8 mi), Creek Road Capital (1.8 mi), and Merrill Lynch Wealth Management (1.9 mi).

The median home value in Guilford County is about $234,900. The median household income in Guilford County is about $66,027. The Proximity Hotel, located in Greensboro, North Carolina, is the first Platinum LEED certified green hotel in the United States. Summers in Greensboro average near 87°F and winters settle around 34°F. Roughly 60% of homes here are owner-occupied. There are about 215,807 households in Guilford County. The area sees roughly 45 inches of rain a year. The O. Henry Hotel is a hotel in Greensboro, North Carolina. Reach Holderness Investments Company at +1-336-574-1400; +1-888-541-1400 or https://holdernessinvestments.com/. This is a free, map-sourced listing. If Holderness Investments Company is yours, claim it to add services, hours, and a way to book.

Nearby landmarks: 1.9 mi from Harris Teeter (supermarket) · 1.9 mi from Target (department store) · 2.8 mi from Whole Foods Market (supermarket)

Frequently asked questions

Where is Holderness Investments Company located?
Holderness Investments Company is at 2102 North Elm Street, Greensboro, NC.
What are Holderness Investments Company's hours?
Holderness Investments Company's listed hours are Mo-Fr 08:30-17:00.
What other financial advisors are near Holderness Investments Company?
Nearby financial advisors include Wells Fargo Advisors (1.8 mi), Creek Road Capital (1.8 mi), and Merrill Lynch Wealth Management (1.9 mi).
How do I contact Holderness Investments Company?
Call +1-336-574-1400; +1-888-541-1400 or visit https://holdernessinvestments.com/.
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

Greensboro-based investment management and wealth advisory firm. Personalized portfolios, fiduciary guidance, and long-term financial planning for individuals and families.

  • Custom Investment Management
  • Comprehensive Financial Planning
  • Estate Planning Review
  • Income Tax Coordination
  • Tax Loss harvesting

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