Midtown Financial Advisors, LLC

1301-C W. Wendover Avenue Greensboro, NC 27408

Phone:

(336) 790-2070

Fax:

(336) 698-3180

E-mail:

holly@midtownfa.com

Welcome to Midtown Financial Advisors, LLC

Institutional Abilities with a Personal Feel

At Midtown Financial Advisors, we understand that individuals face unique challenges as they consider various aspects of financial planning and investment management. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to prepare for retirement, save for college, develop an estate strategy, or preserve wealth, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our managing partners have over 120 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

COMPREHENSIVE

Our firm has years of collective experience in almost every area of wealth management. We take pride in our ability to incorporate all aspects of wealth management into our relationship with our clients. Regardless of your area of greatest need or concern, we have individuals with the knowledge and experience to solve the issue and bring peace of mind.

LEARN MORE

COLLABORATIVE

The culture of our firm is one of teamwork and collaboration. Our firm has a vast array of experience in our industry and we are constantly leveraging that experience for the benefit of our clients and our community.

LEARN MORE

CHARITABLE

Our firm is committed to not only making an impact in the areas of wealth management, but also to making a positive impact in and around our community. We believe that finances are a significant part, but not the most critical part of our lives. We want to empower people to leave a legacy that extends beyond their finances, and we believe helping people engage with others in our community is a key component to that end.

COMING SOON

Midtown Financial Advisors, LLC

Phone:

Fax:

E-mail:

Welcome to Midtown Financial Advisors, LLC

Institutional Abilities with a Personal Feel

COMPREHENSIVE

COLLABORATIVE

CHARITABLE

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

Newsletters

Baseball Lessons That Might Help Change Up Your Finances

401(k) and IRA: A Combined Savings Strategy

Food Inflation: What’s Behind It and How to Cope

Pension or Lump Sum: Which Should You Choose?

Calculators

Taxable Equivalent Yield

Savings Goals

Cash Flow Analysis

Estate Taxes