Fund Direct Advisors, Inc.
Greensboro, United States (US) · Finance and Banking
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Fund Direct Advisors is a Greensboro, North Carolina-based financial advisory firm specializing in corporate retirement plans and individual wealth management.We provide comprehensive solutions to businesses of all sizes, helping them design and implement robust retirement plans that attract and retain employees.
Overview
We provide comprehensive solutions to businesses of all sizes, helping them design and implement robust retirement plans that attract and retain employees. Our team of CERTIFIED FINANCIAL PLANNERS™ and fiduciaries leverages our extensive 401(k) expertise to navigate complex regulations and ensure compliance.
At Fund Direct Advisors, we prioritize building long-term relationships based on trust and transparency. We offer a personalized approach, tailoring our services to meet each client’s unique needs and goals. We are committed to helping our clients achieve financial security and peace of mind.
Founded in 1999, Fund Direct Advisors is an employee-owned firm dedicated to providing exceptional service and expertise.
Contact Details
Greensboro, United States (US), 201 State Street
Founded
2010
Company Type
Private Limited Company
Employees
2-10
Categories
Services
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