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    Midtown Financial Advisors

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    Description

    • At Midtown Financial Advisors, we understand that investing is never an end in itself, but rather a means to help you work towards your financial goals. What matters most is whether or not your financial portfolio enables you to live the life youve envisioned. Our firm has over 150 years of combined wealth management experience. Our team brings a broad array of skills to the table for the benefit of our clients. Those skills include investment management, trust management, financial planning, income planning, retirement plan and defined benefit plan consultation, and estate planning consultation. Our focus as a firm is to deliver premier wealth management and planning services to our clients, while developing and maintaining a professional yet intimate relationship. We believe our clients benefit from a detailed communication strategy that helps them understand all aspects of their customized wealth management strategy. We believe that providing clear information in a transparent manner from an independent perspective leads to better decisions and better outcomes for our clients. Our independence allows us to provide you with objective guidance that puts your interests first, giving you confidence that well do everything we can to help keep your plans for retirement on track, and to help you reduce taxes so you can effectively pass on your estate to family members or the charitable organization of your choice.* Contact us today to schedule a free, no-obligation financial review. 336-790-2070 Info@MidtownFA.com *Midtown Financial Advisors does not provide tax advice. Please consult your tax advisor. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Midtown Financial Advisors and the Securities America companies are unaffiliated. Securities Licensed in: CA, CO, FL, GA, IN, MD, MA, MI, NV, NH, NC, PA, SC, TN, TX, VA and WV.
    • location

      Headquarters:1201 Battleground Avenue Suite 200, Greensboro, North Carolina, United States

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    • Midtown Financial Advisors phone

      Phone Number: +1 336-210-4827

    • Midtown Financial Advisors website

      Website: https://www.midtownfa.com

    • Midtown Financial Advisors employees

      Employees:9

    • Midtown Financial Advisors revenue

      Revenue:$1 - 10M

    • Midtown Financial Advisors legal name

      Legal Name:Midtown Financial Advisors

    • Midtown Financial Advisors's Social Media

      Midtown Financial Advisors linkedin Midtown Financial Advisors facebook
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Managing Partner for Midtown Financial Advisors

    Brad Smith

    Managing Partner

    Person level website visitor identification

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    View Employees

    Brad Smith

    Managing Partner

    Lori Haddock

    Managing Partner

    Holly Sparks-Perryman

    Director Of Business Development

    Cyndy Hayworth

    Operations Manager

    Frequently Asked Questions regarding Midtown Financial Advisors

    • Where are Midtown Financial Advisors's Headquarters?

      Midtown Financial Advisors's Headquarters are in 1201 Battleground Avenue Suite 200,Greensboro,North Carolina,United States

    • What is Midtown Financial Advisors's phone number?

      Midtown Financial Advisors's phone number is +1 336-210-4827

    • What is Midtown Financial Advisors's official website?

      Midtown Financial Advisors's official website is https://www.midtownfa.com

    • What is Midtown Financial Advisors's Revenue?

      Midtown Financial Advisors's revenue is $1 - 10M

    • What is Midtown Financial Advisors's NAICS code?

      Midtown Financial Advisors's NAICS code is 523920

    • How many employees are working in Midtown Financial Advisors

      Midtown Financial Advisors has 9 employees

    • What is Midtown Financial Advisors's Industry?

      Midtown Financial Advisors is in the industry of Investment Management

    • Who is Midtown Financial Advisors's Managing Partner?

      Midtown Financial Advisors's Managing Partner is Brad Smith

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