INVESTMENT MANAGEMENT & PLANNING

Our philosophy is to provide our clients with the knowledge, assistance and superior service to work toward their financial and life goals through an individualized and comprehensive financial planning process. The entire staff of Investment Management & Planning, LLC is firmly committed to this philosophy... We are dedicated to providing investment management and strategic wealth planning that is right for you... No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what's most important to you, while considering your entire financial picture.

Also known as: Investment Management & Planning, LLC

Primary location: Greenville United States