Family Legacy, Inc.

Family Legacy, Inc. is a financial planner in Greenville, SC, located at 900 Pendleton St Suite 200. It holds a rating of 5.00 based on 4 reviews.

Founded in 1995 by father-and-son team William and Christopher Brown, the firm advises individuals, families, and businesses from around the United States and in Upstate SC, including Greenville, Anderson, and Spartanburg. The team provides investment strategies, retirement planning, estate planning, tax advice, savings plans, and trust management. Family Legacy, Inc. is a Registered Investment Adviser that operates independently and is not affiliated with national brands or products.

The firm utilizes a holistic approach to financial management, advising clients on various aspects of wealth, business, and estate planning. Advisors and accountants tailor each strategy to the individual client’s goals, prioritizing relationships and conversations to understand what clients are saving for and planning for over decades. The team leverages decades of experience to help clients create, preserve, and pass on their legacies.

Family Legacy, Inc. is known for its client-centered approach and its emphasis on building relationships through conversation to understand long-term goals. The team leverages decades of experience to assist clients in creating, preserving, and passing on their legacies.

The firm provides comprehensive financial planning and management for families and businesses in Greenville, SC.

The office sits on Pendleton Street, just steps from the road itself and a short walk from South Academy Street and Greenville City Fire Department Station 2.

BizScoreAI gives the website a Performance score of 88 out of 100, which measures how quickly the site loads to keep visitors on the page and help with search rankings. The Content Quality score is 75 out of 100, reflecting clear descriptions that answer customer questions and allow AI assistants to quote the content directly.

Services:

• Accumulation Planning
• Business Planning
• Investment Management
• Multi-Generational Financial Planning
• Retirement Planning