Parallel Financial Partners

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Description

  • Were called Parallel Financial Partners because our strategies are aligned directly with our clients goals. As those goals shift, we shift along with them. Were always traveling on the same route.This parallelism even extends into our own personal investments, which follow the same path as our clients. Many big Wall Street firms do not adhere to the same investment advice they espouse to their clients. They advise their clients to always buy and hold while they invest their own firm's money through active and complex trading desks and strategies resulting in a huge conflict of interest. At Parallel Financial Partners, we actually believe the message we preach to our clients and act accordingly.Because of our independent status and dedication to our clients success, we are able to widen our gaze in finding opportunities for our clients. We have no ties or financial interests in any products we propose and are not constrained by pre-established portfolio models and platforms. This independent approach means that we can tap into a world of financial possibilities to develop a plan that best fits our clients unique financial goals. Were able to think outside the box in order to create unique strategies that seamlessly meld traditional and non-traditional thinking.Its our belief that the ability to grow true wealth is both art and science. One needs to be open to new ideas and creative thinking. The Investment Studio within Parallel Financial Partners is a signature method that allows us to access a variety of disciplines (stocks, bonds, insurance, etc.) in order to create your personal financial masterpiece. Adapting, advancing, and creating strategies with passion, insight and integrity that are in line with our clients goals and objectives. In the end, we guide your investments through an intelligent, disciplined approach, while fiercely protecting your interests with objectivity and transparency.
  • location

    Headquarters:511 Rhett Street Suite 2a, Greenville, South Carolina, United States

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  • Parallel Financial Partners phone

    Phone Number: +1 864-385-7999

  • Parallel Financial Partners website

    Website:

  • Parallel Financial Partners employees

    Employees:5

  • Parallel Financial Partners revenue

    Revenue:$0 - 1M

  • Parallel Financial Partners legal name

    Legal Name:Parallel Financial Partners

  • Parallel Financial Partners's Social Media

    Parallel Financial Partners linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Investment Officer for Parallel Financial Partners

Greg Towner

Chief Investment Officer

Person level website visitor identification

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Greg Towner

Chief Investment Officer

Steven Tolleson

Partner

Maggie Haisten

Director Of Client Experience

Veronica Mackey

Director Of Operations

Victoria Latham

Director Of Operations

Frequently Asked Questions regarding Parallel Financial Partners

  • Where are Parallel Financial Partners's Headquarters?

    Parallel Financial Partners's Headquarters are in 511 Rhett Street Suite 2a,Greenville,South Carolina,United States

  • What is Parallel Financial Partners's phone number?

    Parallel Financial Partners's phone number is +1 864-385-7999

  • What is Parallel Financial Partners's Revenue?

    Parallel Financial Partners's revenue is $0 - 1M

  • What is Parallel Financial Partners's NAICS code?

    Parallel Financial Partners's NAICS code is 523930

  • How many employees are working in Parallel Financial Partners

    Parallel Financial Partners has 5 employees

  • What is Parallel Financial Partners's Industry?

    Parallel Financial Partners is in the industry of Financial Services

  • Who is Parallel Financial Partners's Chief Investment Officer?

    Parallel Financial Partners's Chief Investment Officer is Greg Towner

  • Who is Parallel Financial Partners's Partner?

    Parallel Financial Partners's Partner is Steven Tolleson

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