STEARNS FINANCIAL GROUP

stearns-financial-group-logo

Stearns Financial Group is an investment advisor that offers personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and businesses. Stearns Financial is one of only a handful of independent Registered Investment Advisors in North Carolina that has a full corporate commitment to the fiduciary oath of the National Association of Personal Financial Advisors (NAPFA). The company was founded in 1991 and is based in Greensboro, North Carolina.

#SimilarOrganizations #People #Financial #More

STEARNS FINANCIAL GROUP

Social Links:

Industry:
Consulting Finance Financial Services Wealth Management

Founded:
1991-01-01

Status:
Active

Contact:
(800) 881-7374

Email Addresses:
[email protected]

Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Euro SPF Google Tag Manager Google Analytics Google Maps Content Delivery Network SSL By Default JsDelivr


Similar Organizations

bond-financial-logo

Bond Financial

Bond Financial is a financial service provider that offers wealth management, asset allocation and investment consulting services.

the-hidden-wealth-solution-logo

The Hidden Wealth Solution

The Hidden Wealth Solution is the president of the โ€œThe Hidden Wealth Solutionโ€ which is expertise in retirement savings.

drexel-morgan-co-logo

Drexel Morgan & Co

Drexel Morgan & Co is an investment adviser and bank holding company that offers personalized investment management services.

hourglass-capital-logo

Hourglass Capital

Hourglass Capital is an investment advisory firm that offers strategies such as fixed income, investment, value & growth equity.

midtown-financial-advisors-logo

Midtown Financial Advisors

Midtown Financial Advisors specializes in wealth management, corporate benefits, portfolio analysis, and investment consulting services.

northeast-pennsylvania-financial-corp-logo

Northeast Pennsylvania Financial Corp

Northeast Financial Group develops investment and risk management solutions for business owners and employees.

tr-financial-management-group-logo

T/R Financial Management Group

T/R Financial Management Group specializes in investment advisory and wealth management services.

Current Employees Featured

dennis-stearns_image

Dennis Stearns
Dennis Stearns Founder @ Stearns Financial Group
Founder

pam-stearns_image

Pam Stearns
Pam Stearns CFO & Financial Advisor @ Stearns Financial Group
CFO & Financial Advisor
2003-09-01

Founder


dennis-stearns_image

Dennis Stearns

Investments List

Date Company Article Money raised
2022-06-08 SecureSave Stearns Financial Group investment in Seed Round - SecureSave 11 M USD

More informations about "Stearns Financial Group"

Home - Stearns Financial

Modern non-profits align compensation, retention, and retirement with mission to create meaningful supplemental executive benefit plans that are appropriate for your organization. RETIREMENT The challenge of developing and โ€ฆSee details»

Our Story - Stearns Financial

In over 400 credit unions, healthcare organizations, and education institutions Stearns Financial has diligently proven we have the expertise to design, implement, and administer every type of โ€ฆSee details»

OUR TEAM - Stearns Financial Group

Chapel Hill Office. 1414 Raleigh Road, Suite 110 Chapel Hill, NC 27517 (919) 636-3634See details»

Community Engagement | Stearns Financial

A longtime sponsor of the Bikes for Kids, Stearns Financial Group went a step further in November 2023 by participating for the first time in helping to build the bikes that the โ€ฆSee details»

Stearns Financial Group - Crunchbase Company Profile & Funding

Stearns Financial Group is a financial advisory firm that provides administration, yield, executive, member, and employee benefit services. Cincinnati, Ohio, United States; 1-10; ... 7,582 โ€ฆSee details»

Stearns Financial Group - LinkedIn

Stearns Financial Group, (โ€œSFGโ€) offers personalized financial planning, investment management, wealth management, and investment consultancy services to individuals, pension and profit ...See details»

Stearns Financial Group Appoints Steve Baillargeon as Chief โ€ฆ

Apr 16, 2024 In 2023, Steve joined Stearns Financial as an Executive Benefits Consultant, leveraging his expertise to guide clients through the intricacies of SERP retirement plans. His โ€ฆSee details»

Stearns Financial - LinkedIn

Stearns Financial | 439 followers on LinkedIn. Mission driven and fiscally aligned supplemental benefits for credit union, healthcare, and non-profit executives. | Meaningful and Appropriate โ€ฆSee details»

Business Owners | Stearns Financial Group

Stearns Financial Group has a long history of advising businesses and their owners in growth strategies, positioning for super trends, leadership planning, financing, cash management and exit strategies. As a fiduciary with your โ€ฆSee details»

Executive Benefits - Stearns Financial

Boards and executives list retention, succession, recruitment, and retirement as a top concerns for the long term viability of their organizations. With an estimated 40% of executives expected โ€ฆSee details»

President/Owner - The Stearns Financial Group, LLC - LinkedIn

The expertise of Stearns Financial Groupโ€™s programs and plans combined with optimized financial investment by our world class money management partners will drive yield and safeguard โ€ฆSee details»

Dennis Stearns - Founder @ Stearns Financial Group - Crunchbase

Dennis is the founder of Stearns Financial Group and a nationally recognized expert on Financial Planning and the effect of Super Trends on clientsโ€™ investments, careers and the economy. He โ€ฆSee details»

Consulting Services - Stearns Financial

In-force plans are in constant need of compliance updates, due diligence reviews, board fiduciary checks, and auditor exams. Leverage over 100 years of combined expertise at the Stearns โ€ฆSee details»

FAQ | Stearns Financial Group

Chapel Hill Office. 1414 Raleigh Road, Suite 110 Chapel Hill, NC 27517 (919) 636-3634See details»

Stearns Financial Group - YouTube

Video library of Stearns Financial Group presentations and events.See details»

Team - Stearns Financial

[email protected]; Linkedin. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. โ€ฆSee details»

Investment Management | Stearns Financial Group

Chapel Hill Office. 1414 Raleigh Road, Suite 110 Chapel Hill, NC 27517 (919) 636-3634See details»

For Credit Unions - Stearns Financial

By beginning with your core values Stearns Financial learns, analyses, educates, presents, implements, and supports solutions tailored to your credit union and executives. ... Each plan โ€ฆSee details»

Client Portal | Stearns Financial

Chapel Hill Office. 1414 Raleigh Road, Suite 110 Chapel Hill, NC 27517 (919) 636-3634See details»

linkstock.net © 2022. All rights reserved