As an independent financial services firm with an unwavering commitment to our client's success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our client's financial goals.
In the last ten years, we've helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future.
We pride ourselves at Parallel Financial by practicing what we preach with our investments, creating financial strategies that hold insight and integrity aligned with our own goals and objectives, and mirroring the same process we utilize with our clients.
To learn more about Parallel Financial, visit https://www.parallelfinancial.com/.
Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Parallel Financial can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Parallel Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Company Details
- Employees
- 25
- Founded
- -
- Address
- 511 Rhett St Suite 2a, Greenville,sc 29601,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://parallelfinancial.com
- Keywords
- Investment Management, Retirement Planning, Estate Planning, Business Transition Planning, Risk Management, Strategic Credit Offerings, Asset Based Credit Lines, Real Estate Lending, College Planning, Financial Planning, Public Investments, Private Investments, Private Equity, Tax Mitigation, Deferred Compensation Strategy, Key Insurance, Life Insurance.
- HQ
- Greenville, SC
Parallel Financial Questions
Parallel Financial's website is http://parallelfinancial.com
Parallel Financial's LinkedIn profile is https://www.linkedin.com/company/parallel-financial
Parallel Financial has
25 employees.
View email and phone details for 25
employees at Parallel Financial.
Parallel Financial's industry is
Financial Services
Parallel Financial's top competitors are
Parallel Employee Benefits,
Fresh Water Systems,
Lima One Capital,
The Children's Museum Of The Upstate,
Fluor Corporation,
Find Great People | Fgp,
Gunnebo Entrance Control,
Dalton Education,
Hti,
Foster Victor Wealth Advisors.
Parallel Financial's categories are Financial Services
Parallel Financial's founding year is 2013
