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Find Top Financial Advisors in Spartanburg, South Carolina

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Qualified Financial Advisors in Spartanburg, South Carolina

VETTED
Financial Advisor
David ConleyCFP®Masters Financial Group106 E. Butler RdMauldin, SC 29662
Experience29 Years
AUM$56,750,000
Minimum AssetsNot Specified
Fee StructureFee-Based
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David Conley
VETTED
David ConleyCFP®
Masters Financial Group
About David Conley
My name is David Conley but my friends call me Dave. I am a Certified Financial Planner® who started in this industry in 1994. That was pre-internet for those under age 40, that is important to you because it means I have real world experience helping folks navigate stormy economic times.

My wife of 30 years (Rita) and I moved to the Upstate in 1998. We have 4 children (3 adopted) ranging in age from 12 - 40 plus a Cocker Spaniel name Izzy. We have a home + 3.5 acres southeast of the Five Forks area that keeps me busy most weekends (mow, trim, etc.).
About Masters Financial Group
MFG has been helping Upstate individuals & families pursue their financial goals since 1998.

Our mission is to help you reach your financial goals and experience financial peace. Our Certified Financial Planners help Upstate families prepare for tomorrow while enjoying today. Your future deserves a plan, because your goals are too important to leave to chance.

You wouldn't go on vacation without first planning the trip. You know where you're going, where you'll stay, and what you'll see and do before ever leaving home. Many hours go into deciding how to spend a few weeks each year, yet we often treat our entire financial future as if everything will somehow work out.

Financial Services for Every Step of Your Journey. Whether you want to eliminate debt, save for retirement, or leave a legacy, our experienced advisors can help.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
Office Location
106 E. Butler Rd,Suite A,Mauldin,SC 29662
Phone Number
864-862-9269

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