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Allegacy FinancialFinancial advisor in Winston-Salem, NC

Allegacy Financial is a financial advisor at 1691 Westbrook Plaza Dr, Winston-Salem, NC 27103, ranked #4 of 123 financial advisors in Winston-Salem and rated 4.1 from 365 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Winston-Salem, NCUpdated 0 paid placements in any rankingHow we rank

Call (336) 774-2855Website ↗

Key facts

Key facts about Allegacy Financial
Address1691 Westbrook Plaza Dr, Winston-Salem, NC 27103Get directions
Phone(336) 774-2855
Websiteallegacy.org
HoursMonday and Tuesday: 9 AM – 5 PM; Thursday: 9 AM – 5 PM; Friday: 9 AM – 6 PM
Google rating4.1 from 365 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Winston-Salem and 8 towns within 25 miles: Clemmons, Lewisville, Kernersville, Lexington, Thomasville, High Point, Archdale and Summerfield.

Based in Winston-Salem, NCView on map

Opening hours

Opening hours for Allegacy Financial
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
WednesdayClosed
Thursday9 AM – 5 PM
Friday9 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Allegacy Financial

How is Allegacy Financial ranked in Winston-Salem?

Allegacy Financial is ranked #4 of 123 financial advisors in Winston-Salem by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Allegacy Financial’s hours?

Allegacy Financial is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 9 AM – 5 PM; Thursday, 9 AM – 5 PM; Friday, 9 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Allegacy Financial serve?

Serves Winston-Salem and 8 towns within 25 miles: Clemmons, Lewisville, Kernersville, Lexington, Thomasville, High Point, Archdale and Summerfield. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Allegacy Financial?

Allegacy Financial has a rating of 4.1 from 365 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Allegacy Financial?

Call Allegacy Financial on (336) 774-2855. The business is at 1691 Westbrook Plaza Dr, Winston-Salem, NC 27103. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Allegacy Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Allegacy Financial (this business)—714.1 (365)NoNo
Summit Credit Union#2754.8 (184)NoNo0.7 mi
Truliant Federal Credit Union Winston-Salem#3734.2 (524)YesNo0.7 mi
Horizon Financial Services, LLC#5704.8 (26)NoNo0.5 mi

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