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

This piece presents an overview of fundamental steps to consider when a loved one passes.
06/10/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

We had a really great quarterly team building day this week!The day started with team training, followed by lunch at Tac...
06/10/2026

We had a really great quarterly team building day this week!

The day started with team training, followed by lunch at Taco Mama and a fun candle-making experience at Strike & Flame Candle Bar (definitely check them out if you haven't been!).

We're grateful for opportunities like these to step away from our desks, spend time together, and continue building the relationships that make our team so special. Once again, we're reminded how thankful we are to work with such an amazing group of people.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
06/08/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
06/05/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

We're halfway through the year.Before focusing on what's left to accomplish, take a moment to recognize what's already h...
06/04/2026

We're halfway through the year.

Before focusing on what's left to accomplish, take a moment to recognize what's already happened.

Maybe you've paid down debt.
Increased your savings.
Stayed consistent with retirement contributions.
Or simply made more intentional financial decisions.

Progress doesn't have to be dramatic to be meaningful.

Sometimes the most important financial wins are the ones nobody else sees.

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

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

Alerts

Be the first to know and let us send you an email when Gate City Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category