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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
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 | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 9 a.m. | 5 p.m. | ||||
| Tuesday | Open | 9 a.m. | 5 p.m. | ||||
| Wednesday | Open | 9 a.m. | 5 p.m. | ||||
| Thursday | Open | 9 a.m. | 5 p.m. | ||||
| Friday | Open | 9 a.m. | 5 p.m. | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||


