Real Estate Mortgage Loan Concept

Helping Your Business Grow

Business Services

No matter what size your business is, every owner faces the constant challenge of providing competitive benefits to bring in and keep your talented employees, all while continually boosting the company’s financial performance.

Our team has the vision, knowledge and experience to provide you with the best possible business plan. Whether you’re a small business or corporation, we know you’re looking for ways to improve. Want to secure your assets, create a business strategy or uncover better employee benefit plans? We can help. 

We provide businesses with solutions including:

  • Accounting Services

  • Business Financial Strategy 

  • Investment Accounts*

  • Group Life Insurance

  • Group Health Insurance

  • Succession Planning*

  • Real Estate Valuation

  • Buy-Sell Agreements

  • Business Initiatives

  • 401(k) & Group Retirement

  • Business Plans

  • Endowment Funds*

  • Cash Management

  • Business Insurance

  • Retirement Plans*

  • Non-Profits

  • Capital Investments

  • Real Estate Investment Trusts (REITs)*

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Tel: 864-655-4700

*Check the background of this investment professional on FINRA’s BrokerCheck.

*Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Upstate Wealth Management and Client One Securities, LLC are not affiliated.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. 

200A South Main St, Greenville, SC 29601