Poinsett Financial Group

Financial Services - Greer, SC, US

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Russell Polk

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There's nothing particularly complicated about our mission. In fact, it's about as simple as you can get. Our mission is to make your financial life better. What does "better" mean? Well, that's up to you. Maybe it's feeling secure about your family's well-being. Maybe it's knowing that you're on target for a great retirement. Or maybe it's just being able to sleep a little better at night knowing you're taking an active role in your financial future. But that's the point — there's no one-size-fits-all definition of "better." And there's no one-size-fits-all way to achieve it. That's why we take the time to understand your situation, needs and goals. So we can come up with a plan that's right for you. Not for some hypothetical, algorithm-derived computer-generated customer profile — but for the real YOU. If you are looking for help in planning for your family or the transition of your business or both, we can help you navigate the decisions you need to make to ensure you are making the choices that help maximize the goals that you have in mind. Give us a call today and let schedule a time to have a conversation about what YOU want. 864-968-2300.

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Employees: 5 - 9
HQ: 864-968-2300
Location: Greer, SC, US
Revenue: 1 - 2.5 Million
Wealth Management Financial Planning Estate Planning Business Succession Investments Life Insurance Disability Insurance Long Term Care Insurance
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