schwab

tfa wealth manager

rochdale


Saturday, April 30, 2016
10:00 AM
Registration Time: 8:30
UNCG Campus
Kaplan Commons Lawn/EUC
Register: www.marchforbabies.org/team/tfateam
Or call Robin Hunt/TFA -
336-369-6369 for more information

Market Snapshot

What We Can Do For You

  • Personal Financial Planning
  • Investment Management Services
  • Retirement Income Distribution Planning
  • Medicare & Long Term Care Planning

Click below to read 50 Things:
What a Professional Financial Advisor Does For You

 

Contact Us



Triad Financial Advisors
333 N. Greene Street , Suite 506
Greensboro, NC 27401
Phone: 336-230-0071
reachus@triadfa.com

Schedule a no cost, no obligation consultation with one of our
financial advisors.

 


Tips and Tricks to Get The Most From Your iPhone

When: Thursday, May 19, 2 sessions - 10:00 and 6:00
Where: Triad Financial Advisors, Plaza Boardroom
333 N. Greene Street, Fifth floor, Greensboro, NC 27401

Topics will include: tips and techniques, safety and scams, how to browse, how to create a hotspot, working with your provider to find the best plan for you.

Registration now open! Ticket to attend is to bring a guest(s).
Contact Robin Hunt at TFA
Direct line 369-6369 or rhunt@triadfa.com

Investment advisory services offered through Triad Financial Advisors, Inc., an SEC Registered Investment Adviser.