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      Details

      Peace of Mind in Retirement

      General Info

      Retirement brings a major financial transition. There are so many things to take care of, and so much knowledge to acquire. That is why it is important to find the right retirement advisor – a professional who can give you the time, care and insight you need. Many retirees and pre-retirees are referred to Phillip Allen. Having 30 years of financial experience, he knows the steps that can make a retirement transition easier. Phillip can also show you the financial adjustments you can make to live well while minimizing your risk. Without the right financial knowledge, you may end up living a life of “quiet desperation”, instead of celebrating retirement. Phillip wants the best for you and he will act to simplify financial matters so you can plan to live well and live confidently. Phillip Allen helps hard-working people and their families manage financial retirement transitions. With guidance, wisdom and a welcoming way, he assists his clients to overcome financial planning obstacles so they can pursue their greatest goals and settle down to the lifestyles they enjoy. People from all over the Carolina’s have benefited from Phillip’s “Common Sense Retirement Planning” broadcasted weekly on WORD News Radio, co-hosted with fellow Financial Advisor, Tony Dale. If you are retired or thinking about retirement, you should give Phillip a call!

      HoursCLOSED NOW
      Martin Luther King Day:
      2024/01/158:30 am - 5:00 pm
      New Year's Day:
      2024/01/01Closed
      Thanksgiving Day:
      2024/11/28Closed
      Independence Day:
      2024/07/04Closed
      Presidents' Day (Washington's Birthday):
      2024/02/198:30 am - 5:00 pm
      Columbus Day:
      2024/10/148:30 am - 5:00 pm
      Christmas Day:
      2024/12/25Closed
      Labor Day:
      2024/09/028:30 am - 5:00 pm
      Regular Hours:
      Mon - Fri
      Veterans Day:
      2024/11/118:30 am - 5:00 pm

      Contact Info

      Phone:

      Main - 864-235-2790

      Address:
      158 Milestone Way Greenville, SC 29615
      Email:

      Other Email:

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      Categories
      Retirement Planning Services, Financial Planners, Financial Planning Consultants, Financial Services, Investment Securities, Investments, Rest Homes
      Services / Products
      financial advisor and steward
      Payment Options
      check, mastercard, visa, cash
      Neighborhoods
      Downtown Greenville, Central Greenville
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.