Stearns Financial Services
324 W Wendover Ave Ste 204, Greensboro, NC, 27408, United States
Overview
Stearns Financial Group is an investment advisor that offers personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and businesses. Stearns Financial is one of only a handful of independent Registered Investment Advisors in North Carolina that has a full corporate commitment to the fiduciary oath of the National Association of Personal Financial Advisors (NAPFA). The company was founded in 1991 and is based in Greensboro, North Carolina.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 0
- Active investors
- 2
Sector focus
- Consulting
- Finance
- Financial Services
- Wealth Management
Investment portfolio
- SecureSave
Participated · Seed · Jun 2022
SecureSave is a Kirkland, WA-based financial technology company that partners with employers to offer emergency savings accounts (ESAs). Its ESAs can be automatically deducted from payroll and deposited into FDIC-insured accounts, and employees can access funds instantly. Accounts hold employer matching contributions and provide bonuses when users hit savings goals to incentivize engagement. The company raised $11 million in a round led by Truist Ventures, bringing total funding to $14.7 million after an initial seed round in January 2021. The new funding will enable SecureSave to expand partnerships and develop its emergency savings product. Recent distribution partnerships include Transamerica and Milliman, and the company is led by CEO Devin Miller, Chief Strategy Officer Suze Orman, and CTO Bassam Saliba.
Team
Dennis Stearns
Founder
Pam Stearns
CFO & Financial Advisor
LinkedIn