Investments
&
Retirement
Planning

About Us

                                                        Greg Smith

                                      
Greg began his financial services career over 20 years ago in life insurance and financial planning with Jefferson Pilot and then with Mid-Carolina Financial Group in Greensboro.  In 1994 he opened up his own firm in downtown Greensboro to provide investments and retirement planning.  In 1999 he moved his office back to Asheboro.

His primary focus is retirement income planning, 401k rollovers and investment management with clients of all age groups.  The majority of his work is with clients over the age of 65 managing their investments and retirement income.

Greg received his Bachelor's Degree from Appalachian State University in Business and Marketing.  Greg has years of experience in estate planning, long term care insurance and life insurance planning. 

As an independent advisor and a small business owner, Greg is able to be completely objective with no products or services he is required to push or sell, unlike many of the major investment firms. 

Greg and his family are active members at Foster Street Wesleyan Church and with clubs at SWR Schools.






** The supervising brokerage firm for investments is Southeast Investments N.C., Inc, a full service stock brokerage company headquartered in Charlotte, NC.  All securities are cleared through National Financial, A division of Fidelity Investments.



Website Builder