IntelliVest Wealth Management
About the Business
IntelliVest Wealth Management is a finance institution located at 3082 Old Furnace Road in Boiling Springs, South Carolina, United States. As a Registered Investment Advisor headquartered in Spartanburg, our experienced financial advisors are committed to helping clients achieve their retirement and financial planning goals. With over 40 years of combined investment experience, we specialize in building the right investment portfolio tailored to each individual's needs.
At IntelliVest Wealth Management, we prioritize understanding our clients' retirement and financial aspirations to create a personalized plan for their future. Whether you are looking to secure your financial stability in 5, 10, or 20 years, our team is dedicated to helping you reach your goals efficiently.
Our services include investment management, retirement planning, estate planning, and more. Conveniently located in Spartanburg County, our office at 3082 Old Furnace Road is easily accessible for in-person consultations. For those unable to visit our office, we offer online appointments to accommodate your schedule.
Please note that the information provided on our website is for informational purposes only and does not constitute an offer to sell securities. We do not provide recommendations for specific investments and encourage clients to seek professional advice before making any financial decisions.
IntelliVest Wealth Management operates independently and is not affiliated with any other firm bearing the name "Intellivest." Contact us today to begin planning for your financial future.
Photos
Location & Phone number
3082 Old Furnace Rd, Boiling Springs, SC 29316, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Most knowledgeable Wealth Management Company I have ever had the privilege to work with. Locally owned and honest supporters of the community around them. All in all highly recommended. 10 out of 10. Operation Grow Spartanburg members as well so that's a plus!"
"Logan is a wonderful advisor! He always answers my questions in a way that I can understand, and he has gone out of his way to make himself available for anything I may need regarding my investments. I can't recommend IntelliVest enough."
"I went to visit Logan to review some options on how I can move some of my money to make life long investments. He was very professional and took his time explaining all the options. I was most impressed that he had most of the products that he suggested for me to use as well. I will definitely be putting all my investments in the hands of both Logan and his father. If you want down to earth people that know how to manage money then you should definitely check them out."
"Michael and Logan are a fantastic team. They’re very thorough, honest, and trustworthy. Im happy to have them manage my savings and retirement funds."
"The owners are amazing. They are simply friendly and easy to get in touch with. They are professional, and they listen to what you would like for the future. They are very detailed and breaks every account down for you to understand what is going to happen. They are in this business to help their clients to succeed. When there is change on any accounts, they immediately contact you. Lastly, Michael and Logan are great at what they do."
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