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Details

General Info

Manage client's investment portfolios including brokerage accounts, retirement accounts, college funding accounts (529 Plans), and trust accounts using investments including stocks, bonds, mutual funds, annuities, certificates of deposit, and FDIC insured money markets.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 864-888-4310

Address:
530 By Pass 123 Seneca, SC 29678
Email:

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Categories
Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers
Services / Products
Investment Management Financial Planning IRA (Traditional, Rollover, ROTH) Tax efficient investing Mutual Funds Securities
Associations
SECURITIES INVESTOR PROTECTION CORP,Financial Industry Regulatory Authority
Data provided by one or more of the following: Thryv, Data Axle, Yext.