We are Retirement Plan Consultants and Investment Advisors based in Greenville, SC since 2006. We serve Individuals at or near retirement age as well as Retirement Plan Committees of ERISA Plans.
Secure Retirement Income Plans for Individuals. We get it… it can be complicated! And few want to deal with the hassle. We want to make it simple for you. Let us do the busy work. We use our experience gained working with ERISA plans to help you organize, grow and utilize your financial resources to their maximum potential.
Fiduciary Expertise for ERISA Plans. We deliver the information, insight, and counsel that provide you the confidence in decision-making which conforms to the conduct standards expected from plan fiduciaries.
When counseling clients, we:
• Serve…By putting client’s interests first.
• Listen…Honestly and intelligently to understand client needs before assuming what is in their best interest.
• Apply…Critical and independent thinking beyond the prefabricated, typecast solutions commonly dispensed in today’s rapid-paced, performance-driven sales environment.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 101 College Street,
- Phone
- +1 864 552 4020
- la****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- primetrustadvisors.com
- Keywords
- Investment Advisory, Financial Planning, Retirement Planning, ERISA Plans, ERISA Plan consulting, Retirement Plan Consulting, Financial Advisor.
- HQ
- Greenville, SC
Primetrust Advisors Questions
Primetrust Advisors's helpline number is +1 864 552 4020
Primetrust Advisors's website is primetrustadvisors.com
Primetrust Advisors's LinkedIn profile is https://www.linkedin.com/company/primetrust-advisors
Primetrust Advisors has
5 employees.
View email and phone details for 5
employees at Primetrust Advisors.
Primetrust Advisors's industry is
Financial Services
Primetrust Advisors's top competitors are
Litman Gregory Funds Trust,
Bitcasas,
Ss&c Registered Fund Services,
Aaniie (Smartcare Software),
Tapaas,
Integral.,
Datatrails,
Atlantic Family Wealth,
Lourie Life & Health,
Blox.
Primetrust Advisors's support email address is last@primetrustadvisors.com
Primetrust Advisors's categories are Financial Services
Primetrust Advisors's founding year is 2006
