Crisp Summerville & Co.
Financial Services - Gastonia, North Carolina, United States
Crisp Summerville & Co. Employees
Crisp Summerville & Co. Senior Management
Crisp Summerville & Co. Details
A 26-year-veteran of the financial planning industry, Jim Crisp specializes in two distinct areas.•For individuals, assisting them in defining their financial goals and then designing and implementing a financial program to successfully accomplish their goals. This includes designing family budgets and investment planning during accumulation and distribution phases of retirement.•For corporations, designing and managing corporate sponsored retirement plans. This also encompasses discriminatory planning for key employees and owners."I take great pride in listening to our clients and helping them clarify their goals and objectives, then designing a program that will allow them to achieve their dreams." - E. James (Jim) Crisp, Jr., Partner; Crisp, Summerville & Company
