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Spartan Planning Group
- Financial Services
- Greensboro, NC
About this business
Location details
1250 Revolution Mill Dr Ste 127, Greensboro, NC, 27405, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been working with Spartan for the past two years. We really appreciate the thoughtful approach that they give to our finances, but also to really listening to us and our concerns and questions. I was completely overwhelmed by trying to think about investing, planning for our daughter's education, budgeting, and saving for healthcare/retirement. Working with the team at Spartan has helped both my husband and I have clarity and action steps to understand our finances and achieve our goals.
Trustworthy. When looking for someone to help manage your finances, you want someone trustworthy. Spartan is that. They will also put you first, not their goals or Wall Street's objectives first. They're looking for the best way to serve you the client. They're also great partners in the community and are doing tons to care for those around them. Spartan also has a network of resources for anything they don't specialize in. They know who the experts are and can get you in touch with them. I'm grateful to be working with Spar... read more
Peace. Of. Mind. Can you have that in these crazy financial markets? Yes. Yes you can. Choosing Spartan Planning Group has given me the peace of mind to focus on my business knowing that pros are focused on protecting my financial future. That alone is reason enough to choose Spartan. But they also offer amazing service, deep expertise, and exceptional advice.
Great group to work with!! Very knowledgeable and caring. They have been a huge help in handling my retired parents investments. They have great snacks too!!
I have had Spartan Planning Group managing my investments (IRA, Individual Account, and Roth IRA) since 2018. I am extremely happy with the way my investments are managed in that Spartan uses a process for trend following that takes emotion out of the equation. It is statistically relevant. The individuals in the company are responsive in that I generally get a call or email almost immediately if I raise a question. These advisors have helped me with tax advantages and goal setting. The most important though, is that I trust... read more
Frequently asked questions about Spartan Planning Group
How is Spartan Planning Group rated?
Spartan Planning Group has a 5 star rating with 32 reviews.
When is Spartan Planning Group open?
Spartan Planning Group is closed now. It will open on Monday at 9:00 a.m.
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