Spartan Planning Group: Protecting your financial future with trusted, client-first planning.
Spartan Planning Group in Greensboro, NC offers knowledgeable financial planning and consulting. Clients praise thorough advice, clear communication, and a partnership that aligns with their goals. The team is trusted, client-first, and connects clients with a network of resources, delivering responsive guidance and peace of mind.
1931 New Garden Rd #220, Greensboro, NC 27410, USA
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Comprehensive strategies to secure your financial future and achieve retirement goals.
Personalized investment portfolios with disciplined risk management and growth strategies.
Tailored plans to save for college and other educational expenses.
One-on-one guidance to clarify financial goals and create actionable steps.
Expert advice to protect your assets and manage financial uncertainties.
Holistic approach to growing and preserving your wealth over time.
Overall rating
Barry Brown
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.
Philip Gunst
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
Carolyn Sutton
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.
Jordan Newton
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 Spartan and have them advising my family for a successful future.
Dusty Holcomb
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.
