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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 |
Before working with Spartan, I had a general plan for where I wanted my family to be in 20 years. However, Spartan made it actionable. They understood my goals and where I wanted to be and helped me create an objective roadmap to get there. Most importantly, they have taken the stress of dealing with these components off my plate. Srdana and Rich have taken a personal investment in my families future and I have enjoyed working with them. If you're a young family like mine, I certainly would recommend them.
I found my time with David and the spartan team very helpful. We were able to unpack some of my complicated financial questions and provide key council on direction. They are also guiding me as I set up my estate and helping me quantify insurance needs to protect mine and my family’s exposure. Great experience, highly valuable!
Spartan Planning Group has been great to work with. David and Ira take a thoughtful approach and really focus on understanding our family’s needs before recommending anything. I appreciate that they present solutions aligned with our goals rather than pushing a specific investment opportunity. Their fee structure is also set up in a way that supports that relationship. It feels like their incentives are aligned with helping clients long term rather than selling products. They have helped us with financial planning, tax plann... read more
Very pleased with Spartan Planning. Extremely knowledgeable and talented group of professionals who are responsive, thoroughly prepared for our meetings and offer a wide range of services to meet your financial goals. Highly recommend.
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
Frequently asked questions about Spartan Planning Group
How is Spartan Planning Group rated?
Spartan Planning Group has a 5 star rating with 39 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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