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Spartan Planning Group
Spartan Planning Group : Protéger votre avenir financier grâce à une planification fiable et centrée sur le client.
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Business
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Spartan Planning Group : Protéger votre avenir financier grâce à une planification fiable et centrée sur le client.
Spartan Planning Group, à Greensboro, NC, propose une planification financière et des conseils avisés. Les clients louent des conseils approfondis, une communication claire et un partenariat qui s'aligne avec leurs objectifs. L'équipe est digne de confiance, axée sur le client, et met les clients en relation avec un réseau de ressources, offrant des conseils réactifs et une tranquillité d'esprit.
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Des stratégies complètes pour sécuriser votre avenir financier et atteindre vos objectifs de retraite.
Des portefeuilles d'investissement personnalisés avec une gestion des risques rigoureuse et des stratégies de croissance.
Des plans personnalisés pour économiser pour les études et d'autres dépenses liées à l'éducation.
Un accompagnement personnalisé pour clarifier vos objectifs financiers et définir des étapes concrètes.
Des conseils d'expert pour protéger vos actifs et gérer les incertitudes financières.
Une approche holistique pour développer et préserver votre patrimoine au fil du temps.
Note globale
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.
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