Caleb Legrand - Luminate Bank

Foothills CPAs LLC, located in Greenville, SC, is a full-service CPA firm offering a broad spectrum of financial and tax services to individuals and businesses across various industries nationwide. With a dedicated team of seasoned professionals, Foothills CPAs goes the extra mile to provide personalized and high-quality services tailored to meet each client's specific needs. The firm, led by Managing Members Rajani Pudipeddi and Jignesh Acharya, prides itself on delivering top-notch tax and accounting solutions. Whether it's small business accounting, payroll services, tax preparation, or QuickBooks setup, Foothills CPAs excels in providing comprehensive financial guidance to clients, aiming to foster relationships built on trust and respect. Driven by a commitment to excellence, Foothills CPAs caters to a diverse client base, including associations, attorneys, consultants, contractors, and healthcare professionals. With a focus on client satisfaction and financial success, the firm's experienced team, including Senior Accountants Anjana Desai, Reasey Contreras, Suresh Awal, and Staff Accountant Jennifer Grandberry, ensures that clients receive expert guidance and support in navigating their financial landscapes. Generated from the website content

Southeast Financial Advisors is a registered investment advisory firm located in Greenville, SC, dedicated to helping clients develop and manage their personal financial and wealth-building strategies. With a focus on investment management, retirement planning, and a variety of financial services, the firm emphasizes a personalized approach aimed at achieving long-term financial goals. The firm prides itself on adhering to high standards of integrity, commitment, and professionalism, ensuring that clients receive objective advice tailored to their best interests. Southeast Financial Advisors also values confidentiality and measurable performance, promising a thorough understanding of each client's unique needs and expectations. Generated from the website