Sheryl Dalton's Contact Details

Sheryl Dalton's Company Details

PrimeTRUST Advisors

Greenville, SC, US • 5 - 9 Employees
Financial Services

We are Retirement Plan Consultants and Investment Advisors based in Greenville, SC since 2006. We serve Individuals at or near retirement age as well as Retirement Plan Committees of ERISA Plans. Secure Retirement Income Plans for Individuals. We get it… it can be complicated! And few want to deal with the hassle. We want to make it simple for you. Let us do the busy work. We use our experience gained working with ERISA plans to help you organize, grow and utilize your financial resources to their maximum potential. Fiduciary Expertise for ERISA Plans. We deliver the information, insight, and counsel that provide you the confidence in decision-making which conforms to the conduct standards expected from plan fiduciaries. When counseling clients, we:• Serve…By putting client's interests first.• Listen…Honestly and intelligently to understand client needs before assuming what is in their best interest.• Apply…Critical and independent thinking beyond the prefabricated, typecast solutions commonly dispensed in today's rapid-paced, performance-driven sales environment.