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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 |
If you aren't aware of how financial advisors work...you need to understand that this firm is different in the best ways. They have no outside incentives other than to serve and honor you, their client. This is not super normal...which is why their clients love them so much. They care about ALL of your needs...not just investments. This is the first time my wife has ever felt confident that she would be ok in the event something happened to me...more than policies and plans...they have people that are going to take care of h... read more
Quickly available to answer questions and provide guidance. They ask great questions to understand my needs/desires for financial life planning purposes. Disciplined/effective risk management strategy implementation. Of most importance to me, I have experienced a high degree of trust in Spartan Planning’s ability to look after my financial needs/interests.
We have had a great experience with the Spartan Planning Group. David and his entire team are very knowledgeable and provide thorough advice and strategies. They clearly understand our goals and work with us every step of the way. We appreciate their planning, counseling and communication – it’s a great partnership. Philip and Sharon Gunst
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
Frequently asked questions about Spartan Planning Group
How is Spartan Planning Group rated?
Spartan Planning Group has a 5 star rating with 35 reviews.
When is Spartan Planning Group open?
Spartan Planning Group is open now. It will close at 5:00 p.m.
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