Upstate Legacy Planning Group
Finance · South Carolina, United States · 1-10 Employees
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Overview
Headquarters
501 E Mcbee Ave, Greenville, South Carol...Phone Number
(864) 727-8043Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Upstate Legacy Planning Group
Upstate Financial Group, based in Greenville, SC, is an office of Northwestern Mutual that specializes in customized wealth management planning aimed at achieving lasting financial security. The firm focuses on multi-generational legacy planning, particularly for clients with complex financial needs, including entrepreneurs, executives, and legal professionals. Their approach emphasizes collaboration, creativity, and a commitment to ongoing learning to provide tailored solutions for clients and their families. Recognized by Forbes as one of the Best-In-State Wealth Management Teams, Upstate Financial Group is dedicated to building long-term relationships with clients.Explore more
Upstate Legacy Planning Group Org Chart
SC
Wealth Management Associate
JS
Financial Associate & Representative
SD
Financial Associate & Representative
TW
Private Wealth Advisor
BS
Wealth Management Associate & Advisor
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Upstate Financial Group, based in Greenville, SC, is an office of Northwestern Mutual that specializes in customized wealth management planning aimed at achieving lasting financial security. The firm focuses on multi-generational legacy planning, particularly for clients with complex financial needs, including entrepreneurs, executives, and legal p... Read More
