Gate City Advisors LLC - Greensboro, North Carolina

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Gate City Advisors LLC

Gate City Advisors LLC is a financial planning firm located in Greensboro, North Carolina at 328 E Market St STE 110, Greensboro, NC 27401. The company specializes in providing comprehensive financial planning services to help individuals achieve their long-term financial goals. They offer a wide range of services including investment management, retirement planning, tax planning, and estate planning.

Location and Contact Information

Gate City Advisors LLC is conveniently located in downtown Greensboro, making it easily accessible for clients from the surrounding area. The office is situated on the first floor of a modern building with ample parking available nearby.

Phone: (336) 627-2568
Website: gatecityadvisors.com
Email: [email protected]

Services Offered

• Financial Planning: Gate City Advisors offers personalized financial planning services tailored to each client's unique needs and goals.
• Investment Management: The firm manages investment portfolios for clients, helping them to grow and protect their wealth.
• Retirement Planning: Gate City Advisors provides expert guidance on maximizing retirement savings and creating a sustainable retirement income plan.
• Tax Planning: The firm helps clients minimize their tax liability through strategic planning and tax-efficient investment strategies.
• Estate Planning: Gate City Advisors assists clients in creating comprehensive estate plans to ensure their assets are distributed according to their wishes.

Additional Information

• Online Appointments: Clients can schedule appointments online for their convenience.
• Onsite Services: The firm offers onsite services at their office location.
• Wheelchair Accessible: The office is equipped with a wheelchair accessible entrance, parking lot, and restroom.
• Appointment Required: It is recommended to schedule an appointment prior to visiting the office.

Reviews and Ratings

Gate City Advisors LLC has received positive reviews from clients, with an average rating of 4.2 out of 5 stars on Google My Business. The company has received 5 reviews, highlighting the firm's expertise, personalized service, and commitment to helping clients achieve their financial goals.

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👍 Reviews of Gate City Advisors LLC

Rena M.

1/5

BEWARE!!
My father-in-law dealt with this company for many years and ended up losing money on his retirement account. Upon his death and trying to transfer funds, their staff was not helpful. In fact, Mercades made a mistake that almost cost us $15,000, provided inaccurate information that caused delays that took over a month for everything to be corrected, and even a decrease in the value we received. We wanted our money rolled over to a reputable bank.

A class action law suit was filed and Sherwood refused any assistance to information regarding the company's bankruptcy documentation required to file or even verify if executor met filing deadline for additional fund distributions. Nor would he provide any information regarding payouts from their bankruptcy class action settlement.

I would never invest my money with this company.

stacey H.

5/5

I highly recommend Gate City Advisors for your financial services. Their entire team is knowledgeable, responsive, and fully committed to providing clients with top notch services. Joe Vartanian went above and beyond in helping us with preparations and negotiations for a recent large business acquisition. We look forward to working with Gate City for our future financial goals!

Wanda H.

5/5

dutches R.

5/5

Leo B.

5/5