Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Family Legacy, Inc. is a Greenville, SC-based financial planning and investment management firm and multi-family office. For every stage of life, you can trust the experienced team at Family Legacy to help you build wealth and reach your financial goals. Since 1995, Family Legacy has been helping families and businesses with multiple aspects of financial planning and financial management, including investment strategies, retirement planning, estate planning, and more. We work with our clients to create strategies based on their anticipated needs and wants for each life stage. Family Legacy carefully considers each clients personal story and situation as we prepare each portfolios investment allocation.

Cizon Group Wealth Management is a financial services firm located in Greenville, South Carolina. The firm offers a wide range of financial services, including investments, insurance, and financial planning. Cizon Group Wealth Management has a team of experienced financial advisors who can help clients with all of their financial needs. The firm's advisors are committed to providing clients with the best possible service and are always available to answer any questions or concerns. If you are looking for a financial services firm that can help you with all of your financial needs, Cizon Group Wealth Management is the perfect choice.