Legacy at Mills River

Upstates most Trusted Financial Advisor. Providing Financial Plans for a Secure Retirement.

Infinity Wealth Management is a financial planning firm based in Arden, NC, dedicated to helping individuals and families navigate the complexities of their financial lives. With a focus on retirement planning, tax preparation, IRA planning, and estate planning, their team of advisors collaborates with clients to build personalized strategies that ensure long-term financial security and peace of mind. Through their holistic planning process, Infinity Wealth Management aims to create lifetime relationships and help clients achieve their financial goals. Committed to providing exceptional client experiences, Infinity Wealth Management takes pride in their dedicated administrative team, led by Leann Fitzgerald. With over 10 years of hospitality and administrative experience, Leann ensures that clients receive top-notch service and support. Outside of work, Leann enjoys spending time with her husband and their two dogs, engaging in outdoor activities, and cherishing moments with loved ones.Generated from the website

Assurance Retirement Group, LLC is a highly experienced Third Party Administration firm based in Greenville, SC, offering comprehensive services for qualified plans such as 401(k), Profit Sharing, Money Purchase Pension, and Cash Balance Plans. With a service-based fee structure and a commitment to providing excellent service, they have been serving clients locally and nationwide for over 24 years. As an owner-operated TPA firm, Assurance Retirement Group brings a personal touch to their services, ensuring that clients receive the attention and support they need. Whether you are in Greenville or anywhere else in the country, their professional and service-oriented approach guarantees a reliable and tailored experience for all your retirement planning needs.Generated from the website