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Level Wealth Management
Level Wealth Management: Detail-oriented retirement planning with empathetic guidance and dependable, ongoing support in Greensboro.
5
Business
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Level Wealth Management: Detail-oriented retirement planning with empathetic guidance and dependable, ongoing support in Greensboro.
Level Wealth Management delivers thorough retirement planning and ongoing financial guidance in Greensboro, NC. Clients praise Aaron Parrish for his detail orientation, clear communication, and trusted, proactive support. The firm coordinates with clients' lawyers or accountants when needed and offers regular meetings to review plans, helping clients feel secure about their retirement years.
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Comprehensive strategies to secure your retirement, including investment optimization and income planning for a stable future.
Personalized investment management and financial guidance to grow and protect your assets over the long term.
Expert advice on reducing tax liabilities through smart planning and coordination with accountants.
Detailed, actionable insights and regular meetings to address all aspects of your financial life and goals.
Professional oversight of your investments with timely follow-ups and performance monitoring to meet or exceed expectations.
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Overall rating
Jane Harris
I have been working with Aaron Parrish at Level Wealth Management for several years. He has helped me immeasurably with my retirement planning, including my ability to afford a variety of continuing care retirement communities. He listens attentively and asks helpful questions that prompt me to consider what would be best for me. In addition to multiple yearly scheduled meetings for which he sends agendas and encourages me to add items as needed, Aaron checks in regularly and always explains recommended changes in language I can understand. He is always willing to meet in person or online or by phone to work out issues with time constraints. I trust Aaron completely and highly recommend him.
Patti Kidder
My husband & I met Aaron Parrish prior to his starting of Level Wealth Management, and we quickly joined his list of clients. He has provided us with very thorough, well thought out financial planning and strategies for maximizing our retirement investments as well as minimizing our tax liabilities. Aaron is a very knowledgeable, reliable, and trustworthy financial planner. We would highly recommend him to others.
dan dery
We've been working with Aaron Parrish and Level Wealth Management for several years. The financial guidance, retirement planning, and account management services Level Wealth Management provides are truly outstanding. Aaron is detail oriented, never misses key dates related to activities where time is of the essence and alway follows up in the most professional and timely manner. We can count on Aaron to do what he says he will do and when he says he will do it. Our retirement plan performance has consistently met or exceeded all of our expectations.
Elaine Griffin
My husband John and I have been clients of Level Wealth Management and Aaron Parrish for almost 4 years. We have been very pleased with his service. Aaron is very competent and extremely thorough. He assists in all aspects of our financial life and coordinates with other professionals such as our lawyer or accountant when needed. We have a meeting with him twice a year at which all of our issues and concerns are addressed. We could not ask for more and are very comfortable with his guidance. We both enthusiastically recommend Level Wealth Management.
Anne Cunningham
Aaron Parrish and Level Wealth Management have been instrumental in helping us navigate retirement planning in the midst of multiple life challenges. He pays attention to all the details, gives us actionable insights, and has provided steady guidance with great perspective and wisdom. He has made us feel comfortable with a stable plan for our retirement years. But most of all, Aaron listens with empathy and concern to each of us. We feel supported and empowered to enjoy our retirement years without worry. We have worked with other financial planners - Aaron is head and shoulders above anyone else we have experienced. The combination of his kind yet persistent personality, breadth of knowledge, willingness to listen make him an incredible asset to us. Wish I could give him 10 stars...
