We provide tailored, future-focused financial planning that empowers you to make wise, purposeful decisions about your wealth and your legacy.
Our team cares deeply about the financial well-being of our clients and their families, and our goal is to help you establish a powerful legacy while living an exciting, fulfilling life. Through personal, comprehensive legacy planning, we give you the freedom to focus on doing what you love with the people who matter most to you.
OUR APPROACH
By developing meaningful, lifelong partnerships, we gain a greater understanding of your values, desires, and goals. Then we couple this knowledge with our extensive industry expertise and collaborate with you and your circle of trusted professionals to create a comprehensive plan for generational success. We devote ample time to crafting and maintaining your plan, so you can rest knowing someone you trust is always looking out for you, your family, and your business.
WE ARE…
- Devoted to Your Best Interest
- Generationally Minded
- Transparent & Communicative
- Experienced in Entrepreneurship, Executive Leadership, & Law
- Lifelong Students of Our Industry
- Generous With Our Time & Resources
- Collaborative & Creative Problem-Solvers
- Genuinely Invested in Your Financial Well-Being
Company Details
- Employees
- 9
- Address
- 501 E Mcbee Ave, Greenville,south Carolina 29601,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Multigenerational Planning, Financial Planning, Business Planning, Retirement Planning, Estate Planning.
- HQ
- Greenville, South Carolina
Upstate Legacy Planning Group Questions
Upstate Legacy Planning Group's website is https://www.upstatelegacyplanning.com/
Upstate Legacy Planning Group's LinkedIn profile is https://www.linkedin.com/company/upstate-legacy-planning-group
Upstate Legacy Planning Group has
9 employees.
View email and phone details for 9
employees at Upstate Legacy Planning Group.
Upstate Legacy Planning Group's industry is
Financial Services
Upstate Legacy Planning Group's top competitors are
Global View Investment Advisors,
Arch Financial Planning, Llc,
4 Impact,
Off-Road Travel Tv,
Mcbee Avenue Wealth Advisors,
Integris Wealth Management,
Wagner Wealth Management, Llc,
Taverik Capital, Llc,
Novation Funding,
Shortlisted Productions.
Upstate Legacy Planning Group's categories are Financial Services
