Triad Financial Advisors - A OneDigital Company - Greensboro, North Carolina

Triad Financial Advisors - A OneDigital Company is a well-known financial services provider located at Address: 3623 N Elm St #102, Greensboro, NC 27455, United States. You can reach them by phone at Phone: 3362300071. Their website, Website: triadfa.com, provides information about their services, team, and contact details.

This company specializes in financial planning, financial advisory, financial consulting, and investment services. Their team of experts offers personalized financial solutions to help clients achieve their financial goals. With many years of experience in the industry, Triad Financial Advisors - A OneDigital Company has built a reputation for delivering high-quality services and excellent customer support.

Their office is wheelchair-accessible with designated parking spaces, entrance, and toilet facilities, making it easy for everyone to access their services. They recommend making an appointment before visiting, which can be done through their website. Other amenities include toilets for all visitors.

Triad Financial Advisors - A OneDigital Company has received 9 reviews on Google My Business with an average rating of 4.1/5. This is a testament to the quality of their services and customer satisfaction.

Reviews of Triad Financial Advisors - A OneDigital Company

Karen Leigh

5/5

My mother used TFA, and when she passed I kept my portion of the portfolio with them even though I do not live in Greensboro anymore. I could not be more pleased with the service and returns. My money will be with them into the foreseeable future and I will highly recommend that my daughters stay with them when they inherit any remaining funds.

Julia Slaydon

5/5

Just had our year-end tax planning call with Patrick and team yesterday. Always a pleasure to work with this team. Have a learned a lot from them over the approximately 20 years we've worked this firm and have been very happy with our portfolio results. Love the DAF they recommended several years ago--such an easy, fun way to support the charities we want to support. Their personal touch makes all the difference in the world to me. I know a person will answer the phone each time I call and someone will get back to me quickly, if not available right then. No IVR hell and long wait times from with this company!! Response to emails is always very timely as well. Their level of customer service is almost unheard of in this day and time. I highly recommend this advisory firm.

Sherri Harvey

5/5

Triad Financial Advisors, Inc. weren’t our first choice, but they should have been. Our portfolio has consistently gained each year AFTER our personal deductions. My Husband takes a salary above the amount he made when working and we have done multiple renovations and upgrades on our home. Cameron Aydlett has always made sound suggestions and communicated her thoughts on what the market is doing and which funds should be moved where. We pay them to manage our money, so it would be foolish not to consider her professional opinions. We are thrilled at how steady our money has preformed especially in such a volatile market.

Truth

5/5

Well-deserved reputation of excellence. Agree with the other reviewer…do your research—starting with Barrons and Forbes. That research led us to TFA 7 years ago. We’ve stayed because of the portfolio’s consistent growth, even in these less than steady political and economic times. Lucky to have this caliber of investment acumen in Greensboro.

Richard Langhoff

1/5

TFA offers Dimensional Funds. These are funds you’ve probably never heard of. Dimensional is privately owned and only fund advisors trained in the Dimensional philosophy can offer them. I was forced into these funds and had no say in my portfolio under the guise / principle of TFA being a Fiduciary. The funds performed poorly. I couldn't hang with the poor performance for several years when the market was doing so well…
After dialogue with the owner that was nothing short of insulting, I moved and am very happy with the new results. All I can say is do your research!

Lu Mendenhall

1/5

We have been doing business with Pat Rush and his business Triad Financial for almost 9 years now.
During this time our portfolio has only made 2% average a year. This is less then most banks CDs
In spite of its poor performance they refuse to make any changes to help. If I sell out to move it’, I loose most all its value.
Please be Leary of this company

Brenda Ernst

5/5

We attended a TFA seminar called Retirement 101 recently. There were some excellent presentations by Jennifer Windsor, Cameron Aydlett, Patrick Rush, Brad Jacobs, and other guest speakers. The sessions were very informative, and reviewed taxes, investments, insurance, estate planning, Social Security, and Medicare options. There was no charge to the attendees, and no pressure to sign up for anything. I would highly recommend this program as an introduction or refresher course for anyone interested in retirement issues. Thank you, TFA...it's a pleasure to have you in our community!

Lauren Haarlow

5/5

Aaron Parrish is wonderful