Shepard Ottaway's Contact Details

Shepard Ottaway's Company Details

Midtown Financial Advisors

Greensboro, North Carolina, United States • 9 Employees
Investment Management

At Midtown Financial Advisors, we understand that investing is never an end in itself, but rather a means to help you work towards your financial goals. What matters most is whether or not your financial portfolio enables you to live the life you've envisioned. Our firm has over 150 years of combined wealth management experience. Our team brings a broad array of skills to the table for the benefit of our clients. Those skills include investment management, trust management, financial planning, income planning, retirement plan and defined benefit plan consultation, and estate planning consultation.Our focus as a firm is to deliver premier wealth management and planning services to our clients, while developing and maintaining a professional yet intimate relationship. We believe our clients benefit from a detailed communication strategy that helps them understand all aspects of their customized wealth management strategy.We believe that providing clear information in a transparent manner from an independent perspective leads to better decisions and better outcomes for our clients.Our independence allows us to provide you with objective guidance that puts your interests first, giving you confidence that we'll do everything we can to help keep your plans for retirement on track, and to help you reduce taxes so you can effectively pass on your estate to family members or the charitable organization of your choice.*Contact us today to schedule a free, no-obligation financial review.336-790-2070Info@MidtownFA.com*Midtown Financial Advisors does not provide tax advice. Please consult your tax advisor.Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Midtown Financial Advisors and the Securities America companies are unaffiliated. Securities Licensed in: CA, CO, FL, GA, IN, MD, MA, MI, NV, NH, NC, PA, SC, TN, TX, VA and WV.