Financial advisor · Summerville, SC
Hollifield Financial Group
Investment management and wealth planning for individuals and families
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Independent retirement and financial planning for families500 Oakbrook Ln., Suite 101, Summerville, SC
Safe Harbor Wealth is an independent financial services firm that helps individuals build retirement strategies. The team works with a range of insurance products and investment approaches, covering tax-efficient strategies, retirement income planning, IRA and 401(k) rollovers, legacy planning and long-term care planning. Gary Knode, the president and financial advisor, leads a team of five agents and advisors.
The firm serves clients throughout South Carolina and beyond. Meetings can be scheduled through the website or by phone, and the office is at 500 Oakbrook Ln. in Summerville, SC. Retirement planning is the main focus, so the first step is a conversation about your goals.
Investment management and wealth planning for individuals and families
Faith-based wealth management for Charleston-area families
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