Goldfinch Wealth Management
Financial Services
325 Rocky Slope Rd
6 employees
- Employees
- 6
Goldfinch Wealth Management Overview
- Headquarters
- 325 Rocky Slope Rd
- Website
- www.goldfinchwealth.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2021
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Goldfinch Wealth Management
Our team offers personalized client care, innovative financial solutions, and proactive expertise to create financial independence for our clients. We prioritize forward-thinking and holistic planning, offering a wealth of services for both individuals and businesses. We don’t put our clients in a box, we build a box for our clients. As fiduciary asset managers, we are legally required to put our clients’ interests first. Thus, we represent and work for our clients, not an investment firm, and have no financial incentive to recommend one investment over another. Instead, we are committed to a culture of service, not sales, and strive to make the best recommendation based on your unique set of circumstances. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org/ www.SIPC.org, a Registered Investment Adviser. Goldfinch Wealth Management, 325 Rocky Slope Rd. Suite 302 Greenville, SC 29607, (864) 375-4700. This communication is strictly intended for individuals residing in the states of AL, CA, DC, FL, GA, IL, IN, MD, MS, NC, NJ, NY, OH, PA, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
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