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Professional Planning & Wealth
Finance · South Carolina, United States · 1-10 Employees
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Overview
Headquarters
242 S Pleasantburg Dr, Greenville, South...Phone Number
(864) 626-4380Website
www.proplanwealth.comRevenue
<$5 MillionIndustry
About Professional Planning & Wealth
Professional Planning & Wealth (PP&W) is a financial services firm based in Greenville, South Carolina, specializing in financial planning, wealth management, and corporate retirement plans. The company focuses on providing personalized financial guidance to families and institutions, ensuring that clients' interests and needs are prioritized. With a team of credentialed professionals, PP&W aims to build solid financial plans that foster confidence and support wealth enrichment. They cater to clients with a minimum asset level of $750,000, emphasizing a fiduciary obligation to act in their best interests.Explore more
Professional Planning & Wealth Org Chart
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Professional Planning & Wealth (PP&W) is a financial services firm based in Greenville, South Carolina, specializing in financial planning, wealth management, and corporate retirement plans. The company focuses on providing personalized financial guidance to families and institutions, ensuring that clients' interests and needs are prioritized. With... Read More
