TOP 30 Comprehensive estate planning services in Greenville, South Carolina

25 results found

Amy Garrison is a Financial Advisor at Ameriprise Financial Services, LLC located at 201 East Camperdown Way in Greenville, South Carolina, United States. Amy holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Amy is dedicated to providing comprehensive financial planning services to individuals and small business owners, with expertise in asset management, retirement planning, estate planning, and investment strategies. Contact Amy Garrison for expert financial advice tailored to your specific needs.

Jim Bennett is a Financial Advisor at Ameriprise Financial Services, LLC located at 201 East Camperdown Way in Greenville, South Carolina, United States. Jim Bennett holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMC®, CIMA®, Certified Kingdom Advisor®, CLTC, and CLU®. These certifications demonstrate Jim Bennett's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Jim Bennett is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jim Bennett today for personalized financial advice and guidance.

Corrine Lowitz is a Financial Advisor at Ameriprise Financial Services, LLC located at 803 Roper Creek Drive in Greenville, South Carolina, United States. Corrine Lowitz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, recognized for her excellence in personal financial planning. Corrine Lowitz is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, she is committed to helping clients achieve their financial goals. Contact Corrine Lowitz today for expert financial advice and personalized wealth management solutions.

Michele Cockram is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 803 Roper Creek Drive in Greenville, South Carolina, United States. Michele holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michele's expertise in asset management, financial planning, estate planning, retirement planning, investment analysis, and more. Michele is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients, utilizing a range of investment strategies and products. With a commitment to ethical standards and ongoing education, Michele is well-equipped to help clients achieve their financial goals and secure their financial future.

Gerald Ray Johnson is a financial advisor at Ameriprise Financial Services, LLC located at 880 South Pleasantburg Drive, Greenville, South Carolina, United States. Gerald Ray Johnson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance including asset management, retirement planning, estate planning, investment analysis, risk management, and more. Gerald Ray Johnson is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice such as military personnel and families with special needs children. With a strong commitment to ethical practices and ongoing education, Gerald Ray Johnson is well-equipped to help clients achieve their financial goals.

Laws & Laws is a reputable law firm located at 8 Whitsett Street in Greenville, South Carolina, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury cases, family law matters, or business litigation, Laws & Laws is here to help. Contact us today to schedule a consultation and let us guide you through the legal process with expertise and care.

Lesley James Baker is a finance institution located at 325 West McBee Avenue in Greenville, South Carolina, United States. As a part of First Citizens Investor Services, Inc., Lesley James Baker offers personalized advice and tailored strategies to help clients build wealth, strategically leverage assets, protect assets, and ensure intentions are fulfilled in estate plans. With a focus on strength, stability, and consistency, Lesley James Baker works closely with tax and legal professionals to provide comprehensive financial planning services. Visit FINRA BrokerCheck for more information on investment professionals at Lesley James Baker.

The Law Office of Brian T Smith is a reputable legal institution located at 714 Pettigru Street in Greenville, South Carolina. Specializing in various areas of law, including criminal defense, personal injury, and family law, Attorney Brian T Smith provides expert legal representation to clients throughout the United States. With a commitment to delivering personalized and effective legal solutions, the Law Office of Brian T Smith is dedicated to helping clients navigate the complexities of the legal system with confidence and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Camferdam Law Firm, LLC is a reputable institution located at 1204-A East Washington Street in Greenville, South Carolina. Founded by Greenville native Courtney Camferdam, our firm specializes in Real Estate Closings, Family Law Matters, and Wills and Estate Planning. Courtney's background in business administration and law, as well as her experience working in various legal settings, makes her a trusted and knowledgeable advocate for our clients. Whether you are buying or selling a home, going through a divorce, or planning for the future, our firm is here to provide dedicated and personalized legal guidance. We are committed to serving the Greenville community and ensuring that our clients receive the best representation possible. Contact us today to learn more about how we can assist you with your legal needs.

J. Denning Law LLC is a prestigious law firm located at 141 Traction Street in Greenville, South Carolina, United States. Specializing in business and corporate relationships, transactions, and operations, as well as estate planning and probate, the firm also offers services in advertising and endorsements, intellectual property licensing, Buy American and Made in USA regulations, data protection, and privacy issues. With a focus on operational and strategic relationships and transactions, J. Denning Law LLC assists domestic and foreign businesses and individuals in industries such as manufacturing, technology, education, and services. Additionally, the firm provides guidance on business and corporate growth, sales, mergers and acquisitions, and wind-downs, ensuring compliance with government regulations at every stage of the business life cycle.

Truist is a financial institution located at 3841 Pelham Road in Greenville, South Carolina, United States. As a bank and finance institution, Truist offers a range of services including loans, deposit accounts, trust and investment management, securities, brokerage accounts, insurance, and mortgage products. Truist is committed to providing high-quality financial services to its customers, with a focus on transparency and uniformity in the industry. Additionally, Truist offers resources for consumers with Limited English Proficiency, including translation and language access services. Customers can trust Truist for all their financial needs, with a team of knowledgeable professionals ready to assist.

The CKS Group at Morgan Stanley is a leading finance institution located at 201 East McBee Avenue in Greenville, South Carolina, United States. With a strong reputation for excellence in financial services, the CKS Group offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals provide expert guidance and personalized advice to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your assets, the CKS Group at Morgan Stanley is dedicated to helping you succeed.

Beacon Pointe Advisors, located at 135 South Main Street in Greenville, South Carolina, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. The team of investment advisors and financial planners at Beacon Pointe in Greenville focus on a holistic allWEALTH® approach to address all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

Kennedy Wealth Group, located at 2320 East North Street in Greenville, South Carolina, is a finance institution dedicated to helping families create and build wealth. With a background in tax preparation, corporate banking, and insurance, the founder understands the challenges and opportunities that come with wealth building. The firm offers personalized investment strategies tailored to individual risk tolerance and financial goals, with a focus on safeguarding assets and achieving long-term financial security. Services include portfolio diversification, asset management, market trend analysis, and risk reduction. Whether you're planning for retirement, saving for college, or looking to protect your assets through life insurance and estate planning, Kennedy Wealth Group is committed to helping you achieve your financial dreams. Contact us today to start building a better future for you and your loved ones.

Legacy and Wealth Insurance, LLC is a reputable insurance agency located at 31 Boland Court in Greenville, South Carolina, United States. We specialize in providing comprehensive insurance solutions to protect and preserve your legacy and wealth for future generations. Our team of experienced professionals is dedicated to helping you navigate the complexities of insurance planning to ensure your assets are safeguarded. Whether you are looking for life insurance, retirement planning, or estate planning services, Legacy and Wealth Insurance, LLC is committed to providing personalized and tailored solutions to meet your specific needs. Contact us today to learn more about how we can help you secure your financial future.

At Edward Jones - Financial Advisor: Tom Rose in Greenville, South Carolina, clients can expect personalized and comprehensive financial planning services. Tom Rose, a dedicated financial advisor, works closely with individuals and families to help them achieve their financial goals. Located at 5000 Old Buncombe Road, this institution offers a range of financial services such as retirement planning, investment management, and estate planning. With a focus on building long-term relationships, Edward Jones - Financial Advisor: Tom Rose strives to provide top-notch financial advice and guidance to its clients in the United States.

Live Oak Capital Advisors is a trusted finance institution located at 216 South Pleasantburg Drive in Greenville, South Carolina. Our team of experienced professionals is dedicated to providing personalized financial advice and investment solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial situations, we are here to help. Contact us today to learn more about how Live Oak Capital Advisors can help you secure your financial future.

Taylor Cox - TD Wealth Financial Advisor is a leading financial institution located at 340 East Main Street in Spartanburg, South Carolina, United States. As a trusted advisor in the finance industry, Taylor Cox provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Taylor Cox offers comprehensive services to individuals and businesses alike. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Taylor Cox is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Taylor Cox - TD Wealth Financial Advisor today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Stanley Worrell Jr is a trusted financial institution located at 1011 Grove Road in Greenville, South Carolina, United States. Specializing in finance, Stanley Worrell Jr offers personalized financial planning and investment advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Stanley Worrell Jr is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Cary Street Partners, located at 20 Mills Avenue in Greenville, South Carolina, is a finance institution dedicated to helping clients achieve their short and long-term financial goals. Our experienced advisors offer personalized financial plans, estate planning, wealth management, and more. We believe in aligning the interests of our clients, employees, and business partners to create positive change and new opportunities. Our team in Greenville offers comprehensive research, model portfolio creations, strategic insight, and guidance to optimize investment portfolios. Visit our website to learn more about our team members and the services we offer. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC, and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. Check FINRA’s BrokerCheck for more information on our firm and investment professionals.

Goepper Burkhardt LLC is a finance institution located at 531 South Main Street in Greenville, South Carolina, United States. They offer a Retirement Wealth Management Course in Spring 2024 at Furman University, covering topics such as Medicare, employee benefits packages, retirement lifestyle planning, and retirement taxation. They specialize in helping couples navigate the transition into retirement, even when one spouse is not ready to retire. As SEC Registered Investment Advisers, they are fiduciaries who prioritize their clients' financial interests. Unlike traditional bankers and brokers, they do not sell financial products or earn commissions, focusing solely on providing financial advice. Their integrated approach includes investment planning, income & spending planning, and estate & legacy planning. Contact them at their office on South Main Street in Greenville for comprehensive wealth management services.

John Bramham - Mutual of Omaha is a trusted insurance agency located at 708 Highcrest Drive in Greenville, South Carolina, United States. As a licensed insurance agent with Mutual of Omaha Insurance Company, John Bramham is dedicated to providing his clients with the guidance and consistent service needed to develop, implement, and maintain comprehensive business and individual insurance strategies. With a commitment to excellence, John Bramham strives to ensure that his clients receive the best possible coverage and support for their insurance needs.

Located at 151-D Brozzini Court in Greenville, South Carolina, Crescent Crawlspace Repair is a trusted institution specializing in crawl space repair in the Greenville-Spartanburg area. Their team of experts offers a range of services, from wet crawl space repair to mold remediation and crawlspace waterproofing. With thorough 14-point crawl space inspections, Crescent Crawlspace ensures that all potential issues are identified and addressed. They are equipped to eliminate mold in damp crawl spaces, making them safe and healthy for homeowners. Their encapsulation service transforms crawl spaces into usable storage areas, keeping them dry and humidity-controlled.

Tyler McCoy, Bankers Life Agent is an insurance agency located at 10 Patewood Drive in Greenville, South Carolina. As a dedicated Bankers Life agent, Tyler McCoy provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, Tyler McCoy is committed to helping clients find the right coverage for their unique needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Tyler McCoy, Bankers Life Agent is here to help you navigate the complex world of insurance and secure your peace of mind.

Timothy Prevatte, Bankers Life Agent is a reputable insurance agency located at 10 Patewood Drive in Greenville, South Carolina. As a trusted representative of Bankers Life, Timothy Prevatte offers a range of insurance products and services to meet the needs of individuals and families. With a commitment to providing personalized and professional service, clients can trust Timothy Prevatte to help them navigate the complexities of insurance coverage and find the right solutions for their unique circumstances. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Timothy Prevatte, Bankers Life Agent is dedicated to helping you secure your financial future.