Norris Financial Group

Norris Financial Group is a financial planner in Greenville, SC. The family-owned fiduciary RIA provides investment management, financial planning, retirement services, and insurance to individuals and families. The firm utilizes the OneLife Comprehensive Planning process to develop strategies based on unique client circumstances and serves the Greenville, SC area. The business conducts comprehensive planning by reviewing current financial conditions, identifying needs, and continuously monitoring strategies. Clients have access to an encrypted platform and receive quarterly condition reports and monthly economic updates. Portfolio management focuses on maximizing asset growth while minimizing risk. Clients do not pay commissions or transaction costs for OneLife Portfolio Management. The firm also offers several types of insurance that can be integrated into wealth management plans. Norris Financial Group has provided services for 25 years. The team includes Terry, who has spent thirty-three years in the financial services industry and holds a Bachelor of Science degree in Chemistry from Campbell University. Altman, a native of Greenville, holds a double major in Management Science and Management Information Systems from the University of SC. He serves as a Portfolio Money Manager and holds Series 7 and 66 registrations, a SC Life and Health license, and a Certified Retirement Plans Specialist designation. He is also studying for the Chartered Market Technicians designation. The firm is known for its fiduciary duty and transparency. It offers multiple independent investment models based on age and expected return, supported by proprietary indicators to preserve client assets. The business is located at 605 N Main St in Greenville, SC. Norris Financial Group combines its 25 years of local experience with personalized fiduciary investment management for Greenville residents seeking comprehensive financial guidance.

BizScoreAI gives Norris Financial Group a technical score of 91 out of 100, ensuring the website is secure and readable by search engines. The firm also achieves a discoverability score of 75 out of 100, which allows AI crawlers to access every page and enables AI assistants to recommend the business.

Services:

• Comprehensive Financial Planning
• Fiduciary Investment Management
• Insurance Services
• Portfolio Management