Gate City Advisors

Gate City Advisors We're here to help you get TO and THROUGH retirement! Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

Joseph Vartanian, Sherwood Greer, & Ken Anderson are Registered Representatives and Mercedes Fresquez, Diane Lindsey, Jo Smith, Lara Howard, and Matt Russell are Associated Persons of Kestra Investment Services, LLC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra A

S. Neither Kestra IS nor its affiliates offer tax or legal advice. This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA. https://bit.ly/KF-Disclosures

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
06/03/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Most people wait until something forces a financial decision.We’d rather help you prepare before that moment comes.Wheth...
06/02/2026

Most people wait until something forces a financial decision.

We’d rather help you prepare before that moment comes.

Whether things are going well—or you’re unsure what’s next—
having a plan in place makes all the difference.

We’re here when you’re ready. https://www.gatecityadvisors.com/welcome

What every parent needs to know about insuring his or her teen driver.
06/01/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

What steps might help you sustain and grow your retirement savings? This piece explores them.
05/29/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

We’re almost halfway through the year.Quick question—are you on track with what you wanted January to look like?If not, ...
05/28/2026

We’re almost halfway through the year.

Quick question—are you on track with what you wanted January to look like?

If not, you’re not behind—you just need a reset.

There’s still plenty of time to finish the year strong.

If you'd like to find out a bit more about our financial planning process, start here --> https://www.gatecityadvisors.com/welcome

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
05/27/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
05/25/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

There are benefits and limitations when using a living trust.
05/22/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Financial planning isn’t just numbers—it’s people.Your goals.Your family.Your future.A good plan reflects your life—not ...
05/21/2026

Financial planning isn’t just numbers—it’s people.

Your goals.
Your family.
Your future.

A good plan reflects your life—not just a spreadsheet.

Want to find out if our team may be a good fit for your financial goals? Start here --> https://www.gatecityadvisors.com/welcome

The sooner you begin investing, the longer your money can work for you.
05/20/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Address

328 East Market Street, #110
Greensboro, NC
27401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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