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Text Content

611 Beckwith Drive, Greensboro, NC 27410

617.943.8439
rrpetty@financialstrategiesunltd.com
Start Investment Proposal

Menu


 * Home
 * About Us 
   * About Ruth
   * Practice Focus
   * The Value of a Financial Advisor
   * Weekly Market Commentary
   * Client-First Approach
   * The Possible Dream
 * Financial Planning 
   * Working With a Financial Advisor
   * What Does a Financial Coach Do
   * What is an Annuity
 * Resources 
   * Weekly Market Commentary
   * Retirement
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 * Contact

Start Investment Proposal


RETIREMENT REDEFINED

Around the country, attitudes about retirement are shifting.
Learn More

IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial professional about changes in
your situation.
Learn More

BRIDGING THE CONFIDENCE GAP

In the world of finance, the effects of the "confidence gap" can be especially
apparent.
Learn More

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.
Learn More

RETIREMENT REDEFINED

Around the country, attitudes about retirement are shifting.
Learn More

IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial professional about changes in
your situation.
Learn More

BRIDGING THE CONFIDENCE GAP

In the world of finance, the effects of the "confidence gap" can be especially
apparent.
Learn More

WHEN MARKETS REACT

When markets shift, experienced investors stick to their strategy.
Learn More


Start Investment Proposal


SERVING COMMUNITIES COAST-TO-COAST WITH UN-BIASED FINANCIAL ADVICE AND
COUNCIL.  

Financial Strategies Unlimited is an independent financial services firm that
offers educational funding, retirement income planning, insurance and estate
planning strategies. We focus on providing workable financial plans and strive
to reach our clients’ objectives through investment management and insurance.
Whether you are just starting out, at the height of your career, nearing
retirement or settled into your retirement years we’d like to help you feel
confident about your short and long-term financial plans.

Female-owned and operated by Ruth Petty, Financial Strategies Unlimited strongly
believe that your financial plan is truly unique and that is why we offer
unlimited financial strategies. The plan, options and choices available to
clients understand our recommendation of products are based on their needs –
that is why Ruth is so passionate about offering an unbiased, independent
financial point of view.

Financial Strategies Unlimited serves the communities on both coasts with a
focus in Greensboro, North Carolina and California. Although a large percentage
of clients are retirees seeking assistance with retirement income planning and
legacy planning, Ruth doesn’t believe in “one size fits all.” Learn why
Financial Strategies Unlimited believes working with a financial professional is
so important.

If you are looking for a pathway to financial security contact Ruth at Financial
Strategies Unlimited and setup a complementary “get the conversation started”
meeting.


WE WORK FOR YOU

Our first priority is to take care of you and your family, at whatever stage of
life you're at. We want to learn more about your personal situation, identify
your dreams and goals, and understand your risk tolerance.

Learn more


WHAT DOES YOUR RETIREMENT LOOK LIKE?

We understand that each individual faces unique challenges in their financial
lives. We take the time to understand your needs and concerns and specialize in
crafting a plan tailored to meeting your financial goals and objectives.

Learn more


WORDS OF WISDOM

"The investor of today does not profit from yesterday's growth."

- Warren Buffet


MEET THE TEAM


ABOUT RUTH



Our professionals are ready to evaluate and support all your potential
investments.

Learn more


OUR COMPANY PLEDGE



Years of experience have prepared us to guide you through life's transitions.

Learn more


PRACTICE FOCUS



Trust. Honesty. Integrity. We believe values matter, and we live by ours every
day.

Learn more


HAVE A QUESTION?

Name
Email
Address
Phone
Question
Submit
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GET TO KNOW THE TEAM

Schedule an Appointment

CONTACT

Office: 617.943.8439

Fax: 631.947.0272

611 Beckwith Drive

Greensboro, NC 27410

6,7,21,65

Send an Email



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

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information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
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Securities offered through Securities America, Inc., Member FINRA/SIPC. 
Advisory Services offered through Securities America Advisors, Inc.  Financial
Stragegies Unlimited and Securities America are separate entities.

This site is published for residents of the United States and is for
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