Photos
Our firm was founded by Rick Mantei who began his career at Merrill Lynch in 1982. From humble beginnings we have built a team of 13 licensed advisors with over 200 years of cumulative industry experience and manage approximately 1.2 Billion dollars in assets. With a support staff of 21 working tirelessly to service over 2600 client families, our scope goes far beyond the local reach of our 4 branch offices. Our team is licensed in 38 states and carries a wealth of knowledge in the areas of asset management, financial and estate planning, unique insurance strategies and tax planning. With all of these resources at our disposal, it’s no wonder why thousands of hard working families have trusted us with their financial well-being for decades.
Please note our other locations at:
3915 Bristol Hwy Suite 505
Johnson City, TN 37601
1474-A Columbia Highway North
Aiken, SC 29801
324 Montague Avenue
Greenwood, SC 29649