IntelliVest Wealth Management
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3082 Old Furnace Rd, Boiling Springs, SC 29316
3082 Old Furnace Rd, Boiling Springs, SC 29316
Website
EmailA full service wealth management company assisting the community with their 401(k)s, IRAs, and retirement planning. As Financial Advisors in Spartanburg South Carolina, we can help you achieve your financial goals. Financial planning is the start to getting you ready for retirement. We can create a full financial plan for you with our free consultation. In addition to financial planning, we can assist with many forms of investment management. Some clients may need tax free income, while others are interested in real estate. If you are interested in investing for the future, feel free to give us a call. As a boutique asset management company, we are excited to work with everyone no matter your financial background.
Reviews
06/05/2023
Provided by YP.comI love working with IntelliVest Wealth Management. They are very responsive and take the time to answer all your questions. They also help me understand all of the market changes and how to make the best choices to grow my money. Micheal and Logan are a great team and really provide the 1:1 service that is hard to come by these days.
06/05/2023
Provided by YP.comAs an estate planning attorney, I strongly endorse Intellivest. Michael and Logan truly care for their clients and take pride in offering quality, personalized financial planning services.
JSF
More Business Info
- Hours
- Martin Luther King Day
2024/01/15 Closed Thanksgiving Day2024/11/28 Closed Independence Day2024/07/04 Closed Christmas Day2024/12/25 Closed Regular HoursMon - Fri: Sat - Sun Closed - Payment method
- invoicing available
- Other Link
- Categories
- Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services
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