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583 72 Bypass NW PO Box 3129 Greenwood, SC 29646 Phone: 864-942-2105 Fax: 864-942-2115 Direct: 864-942-2105 Contact Us
Map & Directions Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA / SIPC
- NOT FDIC Insured
- NOT GUARANTEED by the bank
- Subject to risk and may lose value
- Not a deposit
- Not insured by any government agency
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Prepare For Your Initial ConsultationPlease complete this worksheet prior to your appointment. If you are not sure about a question, leave it blank. Feel free to approximate amounts. Please bring a copy of your most recent tax return, as well as copies of your most recent statements for Investment Accounts (IRA, 401(k), CDs, Stocks, Mutual Funds, Annuities, Insurance, etc.)
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