Home - United States - South Carolina - Seneca - COPE Wealth Management Group #117126


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Business Type : Financial Services, Financial Planning Consultants, Investments, Financial Planners, Investment Advisory Service, Stock & Bond Brokers, Investment Securities
Address : 530 By Pass 123, Seneca, SC 29678
Coordinate : 34.69745,-82.9544
Phone : (864) 888-4310
Year : 1996
Opening Hours :
Mon - Fri : 8:30 am - 5:00 pm
Sat - Sun : Closed

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General Info:

Manage client's investment portfolios including brokerage accounts, retirement accounts, college funding accounts (529 Plans), and trust accounts using investments including stocks, bonds, mutual funds, annuities, certificates of deposit, and FDIC insured money markets.

Other Information:

Certifications: Certified Financial Planner

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