I am Greg Allen, founder of Clear Path Financial. It is my personal goal to become a lifetime resource for each and every client, providing guidance and sound financial planning strategies for your current and future needs.
With almost 20 years of experience in securities and insurance, I make it my mission to help families and business owners build their financial freedom. I am a native of South Carolina, and my specialty is the Southeast market, where I am licensed for insurance and securities products in SC, NC, GA, and AL.
I have also earned additional accreditation as a Retirement Income Certified Professional (RICP®) and a Life Underwriter Training Council Fellow (LUTCF®)
I am blessed with two fantastic sons and a wonderful church community which I enjoy supporting. I am also a proud member of Toastmasters International, a non-profit leadership and public speaking educational organization.
I am here to assist you in any way I can. Please reach out and let's get started today on building your financial future.
Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Represented companies are members of the Principal Financial Group®, Des Moines, IA 50392. Greg J. Allen, Principal National and Principal Life Senior Financial Representative, Principal Securities Registered Representative, and Financial Advisor. Clear Path Financial is not an affiliate of any company of the Principal Financial Group®.
Clear Path Financial is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Company Details
- Employees
- 1
- Address
- 109f Regency Commons Dr, Greer,south Carolina 29650,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- financial planning, retirement savings, insurance, annuities, life insurance, disability insurance, estate planning, college savings programs, long term care insurance, 401k, IRA, 529 Plans, term life insurance, retirement planning, FutureScholar.
- HQ
- Greer, South Carolina
Clear Path Financial Questions
Clear Path Financial's website is http://www.clearpathfinancial.com/
Clear Path Financial's LinkedIn profile is https://www.linkedin.com/company/clearpathfinancialservices
Clear Path Financial has
1 employees.
View email and phone details for 1
employees at Clear Path Financial.
Clear Path Financial's industry is
Financial Services
Clear Path Financial's top competitors are
Clearclaim,
Upstox,
Motilal Oswal Financial Services Ltd,
Cityit Solutions,
Spring Money,
Tosbs - The One Stop Business Solutions,
Equitas Small Finance Bank,
Genie Moneyy,
Cityit,
Clear Path Financial.
Clear Path Financial's categories are Financial Services
