SC
Wealth Management Associate
JS
Financial Associate & Representative
TW
Private Wealth Advisor
JM
Financial Planning Assistant
BS
Wealth Management Associate & Advisor
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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
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
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Revenue
Number of Employees
Type
Funding
Founded In
Upstate Legacy Planning G...
<$5M
1-10
Private
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CG
Christopher GriffinDirector, Operations & Financial Planning Services
Upstate Legacy Planning Group Tech Stack
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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
