Waddell & Reed

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Family Legacy, Inc. is a Greenville, SC-based financial planning and investment management firm and multi-family office. For every stage of life, you can trust the experienced team at Family Legacy to help you build wealth and reach your financial goals. Since 1995, Family Legacy has been helping families and businesses with multiple aspects of financial planning and financial management, including investment strategies, retirement planning, estate planning, and more. We work with our clients to create strategies based on their anticipated needs and wants for each life stage. Family Legacy carefully considers each clients personal story and situation as we prepare each portfolios investment allocation.