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Fund Direct Advisors
7800 McCloud Road, Greensboro, North Carolina 27409
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About the Fund Direct Advisors
Fund Direct Advisors, located at 7800 McCloud Road in Greensboro, North Carolina, is dedicated to helping individuals and organizations achieve a financially healthy and worry-free retirement. With over 20 years of experience, our team provides retirement plan consulting and wealth management services to ensure a secure future.
As your partner in corporate retirement planning, we offer personalized solutions tailored to your specific needs. From investment selection to participant education, we strive to make the process easy and stress-free for all involved. Our goal is to help you build and maintain your wealth so you can enjoy the retirement you deserve.
Our team of CERTIFIED FINANCIAL PLANNERS™ and fiduciaries are here to guide you through every step of the planning process. With a deep understanding of 401(k) plans and investment regulations, we can help you navigate the complexities of retirement planning with confidence.
If you're ready to take the first step towards a worry-free retirement, contact Fund Direct Advisors for a free consultation. Let us help you secure your financial future and pursue your dreams in retirement.
Photos of Fund Direct Advisors
7800 McCloud Rd, Greensboro, NC 27409, United States
Reviews of Fund Direct Advisors
"I love working for Fund Direct Advisors. They help corporations to offer the best retirement plan for employees - from 401ks to 403bs to pensions - and they offer retirement planning for individuals, so people can be prepared for their retirement years. While I mostly plan the parties and help the team with administrative projects, my colleagues have enough credentials and experience to boast about for days! Here are a few of their certifications and licensures: FUND DIRECT ADVISOR COMPANY CREDENTIALS CFP® (Certified Financial Planner) CPA® (Certified Public Accountant) MBA (Masters of Business Administration) AIF (Accredited Investment Fiduciary) AIFA (Accredited Investment Fiduciary Analyst) CEBS (Certified Employee Benefit Specialist) ASPPA Members (American Society of Pension Professionals & Actuaries) CPFA (Certified Plan Fiduciary Advisor) FINRA license 4, 6, 7, 22, 24, 27, 31, 63, 65, 66 CRPS (Chartered Retirement Plan Specialists) CMFC (Chartered Mutual Fund Counselor) Life & Health Insurance License NAPA – National Association of Plan Advisors"
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