Midtown Financial Advisors, LLC

1201 Battleground Avenue, Ste. 200

Greensboro, NC 27408

Phone:

(336) 790-2070

Fax:

(336) 698-3180

E-mail address: 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.

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.

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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

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.

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Are Your Investment Decisions Influenced by Emotions?

Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.

Newsletters

Key Retirement and Tax Numbers for 2021

IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Consider a Roth Conversion for Tax-Free Income

Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Survivor Benefits Provide a Financial Lifeline

Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.

More Newsletters »

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Savings Accumulation

Estimate the future value of your current savings.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators »

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Nasdaq 100	12,668.51	+1.64%
NYSE Composite	15,251.83	+1.95%
AMEX Composite	2,702.95	+1.03%
PHLX Semiconductor Index	1,354.81	-0.47%
OSX Oil Service Sector Index	95.32	-1.45%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

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