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Bevan Wealth and Tax Strategies

Bevan Wealth and Tax Strategies

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Bevan Wealth and Tax Strategies, Greenville

Introduction

Shari Bevan has worked in the fields of retirement planning, insurance services, long-term care planning and risk management since 1995. Her experience began while attending law school and working as a retirement planner and insurance services specialist. In addition, Mrs. Bevan has eleven (11) years of experience as a California licensed attorney whose practice was focused on trusts and estates; including estate planning, estate administration, as well as trust and estate litigation. During these eleven years as a practicing attorney, Shari Bevan worked collaboratively with her clients’ financial advisors to assist clients with the implementation of financial strategies. Shari Bevan has been a sought-after guest speaker for several professional organizations on the topics of long-term care, tax, and estate planning matters.

Contact Info

Address:
Noma Tower, 220 N. Main St., 220
Greenville
SC 29601
United States
Tel:
864-655-4432
Fax:
8646554432
Website:
http://www.bevanwealthandtaxstrategies.com/

Offering

  • Finance Retirement Accounts Retirement Planning College Planning and Funding Mutual Funds

Hours of operation

From To From To From To
MondayOpen9 a.m.5 p.m.
TuesdayOpen9 a.m.5 p.m.
WednesdayOpen9 a.m.5 p.m.
ThursdayOpen9 a.m.5 p.m.
FridayOpen9 a.m.5 p.m.
SaturdayClosed
SundayClosed

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SEARCH TAGS

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