Greg Smith Investments in Asheboro, NC is here to help you make the most of your money. If you are close to retirement and unsure about what to do with your savings, talk to us. Greg has helped many individuals and families with investments and retirement planning for the past three decades.
Greg received his Bachelor's Degree in Business and Marketing from Appalachian State University in Boone, NC. He began his financial services career with Jefferson Pilot and Mid-Carolina Financial Group in Greensboro, NC.
In 1994, he established his own firm in downtown Greensboro to provide investments and retirement planning. Then, in 1999, he moved back to Asheboro. Click the Services page to learn more, or Contact Us for a consultation or to begin your financial planning journey.
Stocks and Securities Products provided through Southeast Investments, NC, Inc., which you can reach at:
OSJ: 820 Tyvola Road
Suite 104 Charlotte, NC 28217
This company is a registered broker/dealer and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Check the background of this investment professional on FINRA's BrokerCheck.
• 401K Rollovers
• Stocks and Mutual Funds
• Fixed Annuities
• Life Insurance
• Investment Income Planning
• Investment Management
• Estate Planning
• Long-Term Care Insurance
Melissa Needham oversees customer service and keeping client records up to date.
She brings over 20 years of experience in the financial service industry.
As an independent advisor I can offer stocks, bonds, mutual funds, and fixed interest rates to keep you diversified. I do not believe in charging fees based on your investment amount. This costs too much over time and eats away at your investment returns.
All accounts are reviewed on a monthly basis and client reviews can be set as often as possible. We do not charge anything to meet or to answer your financial questions. All financial plans are free of charge. The ultimate goal is to earn your business.
Do you want to live comfortably after retirement? Since money does not grow on trees, plan ahead and use your funds wisely with the help of Greg Smith Investments in North Carolina. As your personal and trusted advisor we can put a long term plan together.