Working toward your goals It starts with a strategic plan

ALFA SB Group Jeffrey S. Allen, Steve Armaly, Brian A. Blackburn, Michael S. Lee, Michael D. Shain, Anissa Gail Calhoun, Jennifer M. Tate, Mary Reid, Molly Steers Dunlap

From left to right:
Top: Michael S. Lee, Anissa G. Calhoun, Michael D. Shain, Mary Lucy Reid, Steve N. Armaly. Bottom: Michele Tate, Jeffrey S. Allen, Molly S. Dunlap, Brian A. Blackburn





Poinsett Plaza
17 West Mcbee Ave
Greenville, SC 29601

Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.










Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts