toys

Carter Leinster,
CFP, ChFC, CLU President

Patrick Rush,
CFP, CLU, MBA Principal

Cameron Aydlett,
CFP, ChFC

Bonnie Cienek,
CFP

Tom Jordan,
Medicare & Long Term Care CLTC

Aaron H. Parrish,
CFP

schwab

tfa wealth manager

rochdale

royal alliance

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.

 


Current News

Triad Financial Advisors is proud
to be a Marquee sponsor of

at the Community Theatre of Greensboro