Planned Financial Service Inc, located in Greenville, SC, offers a comprehensive range of financial services tailored to individuals, families, businesses, and organizations. Their team of experienced advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions, offering services such as wealth management, investment management, estate planning, and business consulting.
Established in 2019, the Greenville office of Blue Trust continues the legacy of PlanFirst, a firm founded in 1984, with a commitment to providing unbiased fee-only advice that prioritizes the best interests of their clients. With a focus on clarity, confidence, and leaving a lasting legacy, the Greenville financial advisors at Blue Trust strive to meet the complex and evolving needs of their diverse clientele across the wealth spectrum.
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