+1-864-235-6408        info@norrisfinancialgroup.com

The experience & innovation to help you achieve your goals.

Comprehensive Planning

Comprehensive planning with an investment advisor is the first step in understanding your current and projected financial condition. As a result, your investment advisor will develop strategies that fit your unique circumstances so you can implement a practical plan that’s realistic for you to maintain.

Portfolio Management

Whether you have gone through our OneLife® Comprehensive Planning process or you have just had in-depth goal-based conversations with your financial advisor, portfolio management is where we implement your personalized investment strategy.

Insurance

In addition to financial planning and wealth management services, we also offer several types of insurance that can be valuable for you, depending on what stage of life you’re in. Talk to your financial advisor or investment advisor if you are interested in adding insurance to your wealth management plan.

Norris Financial Group is a family-owned full-service investment advisory business located in Greenville, South Carolina.

We believe in building long-term relationships with our clients based on trust, honesty, and integrity. We don’t believe in one-size-fits-all solutions. Instead, we focus on doing what is in the best interest of each individual client and their specific situation. Our firm specializes in delivering custom financial planning for complex financial situations. 

OneLife® Wealth Management

Our philosophy at NFG is simple. OneLife Wealth Management provides complete financial management to set you up for success now and in the future. We treat every client as the unique individual that they are and understand that building financial independence in retirement and procuring a future for you and your family are extensive long-term goals that can only be attained through prudent planning and comprehensive guidance. We want to help you build your wealth through education and personalized solutions. When you come to us for financial advice, we’ll listen carefully to understand your needs before making a financial plan.

It’s important to work with a wealth management firm you trust. We’ve always been strong believers in the importance of transparency as not only a fiduciary duty but an indisputable ethical duty as well. We’re upfront about all our financial planning services and only make recommendations for fiduciary services if we think they will genuinely help you reach your financial goals.

605 N. Main St. Greenville, SC 29605

Email Us: info@norrisfinancialgroup.com Call Us: +1 (864) 235-6408

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© 2024 Norris Financial Group. All rights reserved. 

To learn more about the professional history of our financial advisor(s), please visit BrokerCheck View our ADV here. View our CRS here. View Osaic Wealth Form CRS here.

The views expressed are not necessarily the opinion of Osaic Wealth, Inc., and should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

Securities offered through  Osaic Wealth, Inc., member FINRA/ SIPC. Investment advisory services offered through Norris Financial Group, LLC, a Registered Investment Advisor unaffiliated with Osaic Wealth. 

The  Osaic Wealth, Inc., Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AR, AZ, CA, CO, FL, GA, LA, MS, NC, OH, PA, SC, TN, TX, VA, VT, WV

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