Clients Excel Financial Planning

Clients Excel Financial Planning
Yext Power Listing.

Hours

Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM

Chamber Rating

Verified Member
3.0 - (2 reviews)
1
0
0
0
1

About
Clients Excel Financial Planning

At Clients Excel Financial, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Contact Info

Services

  • Retirement Income Planning
  • 401(k) Rollovers
  • 403(b) Planning
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Life Insurance
  • Legacy Planning
  • Social Security Planning
  • Tax Strategies
  • IRAs
  • Roth IRAs
  • RMD Planning
  • Thrift Savings Plans
  • 529 College Savings Planning

Images

Questions & Answers

Q What is the phone number for Clients Excel Financial Planning?

A The phone number for Clients Excel Financial Planning is: (864) 641-7955.


Q Where is Clients Excel Financial Planning located?

A Clients Excel Financial Planning is located at 104 N Daniel Morgan Ave, Suite 102, Spartanburg, South Carolina 29306


Q What is the internet address for Clients Excel Financial Planning?

A The website (URL) for Clients Excel Financial Planning is: https://clientsexcel.com/


Q What days are Clients Excel Financial Planning open?

A Clients Excel Financial Planning is open:
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM


Q How is Clients Excel Financial Planning rated?

A Clients Excel Financial Planning has a 3.0 Star Rating from 2 reviewers.

Hours

Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM

Ratings and Reviews
Clients Excel Financial Planning

Overall Rating

Overall Rating
( 2 Reviews )
1
0
0
0
1
Write a Review

C H on ChamberofCommerce.com

image Every time I call, a girl answers the phone, tells me I'll be placed on a brief hold, and then hung up on. I call back and she just asnwers and hangs up, over and over. Clearly, they don't want any business! Such an embarrassing way to run a business! Probably a scam!


Kenneth Massey on Google

image Ive always loved working with terry hes a great person and he gives great financial advice.
My philosophy is i will never buy a car terry wouldnt buy so Ive always ended up with a great car! Thanks terry!!

Business Response on Google Jun 28th, 2020
Thanks for the review Kenneth, but I believe you have the wrong business. We don't work with cars.

Overall Rating

Overall Rating
( 2 Reviews )
1
0
0
0
1

Write a Review

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