Personalized Financial Planning Rooted in Care

Financial Planning is Deeply Personal

Financial planning is deeply personal. We strive to create an experience that reflects our values and your needs. When you meet with Bass Financial, you’ll find:

  • Caring People
  • An Unhurried Environment
  • A Down-to-Earth Approach
  • Thoroughness
  • Innovative Thinking
  • Attention to Detail
  • Ongoing Support

Financial Planning is Deeply Personal

Financial planning is deeply personal. We strive to create an experience that reflects our values and your needs. When you meet with Bass Financial, you’ll find:

  • Caring People
  • An Unhurried Environment
  • A Down-to-Earth Approach
  • Thoroughness
  • Innovative Thinking
  • Attention to Detail
  • Ongoing Support

Our Process

Our process is designed to provide clarity, confidence, and actionable steps for your financial future.
When you work with Bass Financial, you can expect:

Understanding

We take time to understand your story, values, and goals.

Tailored Solutions

Your financial strategy is customized to fit your unique needs.

Implementation & Action

We simplify complex decisions and walk with you through every step.

Ongoing Reviews

Regular check-ins ensure your plan evolves as life changes.

Our goal is to empower you with a plan that provides both clarity and confidence, enabling you to focus on what truly matters.

You’re Invited to a Complimentary Consultation

We invite you to meet with Bass Financial for a complimentary consultation. Let’s discuss your goals, values, and the unique financial strategies that can guide you through life’s changes with confidence. Schedule your appointment today and begin your journey to financial clarity and confidence.

Book Your Free Consultation

Visiting Our Office?

We look forward to welcoming you to our office at:
600 Green Valley Road, Suite 106, Greensboro, NC 27408

  • Hours: Monday – Friday: 9:00 AM – 5:00 PM,
    Saturday – Sunday: By Appointment
  • Location: In the Truliant building on the corner of West Friendly Ave and Green Valley Road, within the beautiful Friendly Center.

How to Enter:

  1. Park near the Truliant drive-thru.
  2. Enter the building through the main Truliant entrance.
  3. Our office is the first door on your right.

Need help finding us? Call us at (336) 282-8780