Colonial Trust Co is a financial planner in Greenville, SC. They provide wealth management and fiduciary services across SC for over a century, serving individuals, families, and institutions with comprehensive solutions tailored to their financial objectives and needs. Their specialties include investment management, trust and fiduciary services, wealth planning, family office services, and corporate retirement plans. With one review and a 4.00 rating, they have established themselves as trusted advisors in the region.
Colonial Trust Company has provided wealth management and fiduciary services for over a century, founded by R.B. Cleveland, Thomas Screven, and Julian Calhoun in 1913 during Spartanburg's industrial boom. The firm is privately owned and family-operated, with a team dedicated to delivering high-quality solutions based on clients' objectives and goals. They offer personalized investment management, comprehensive trust services, collaborative wealth planning strategies, concierge family office services, and tailored corporate retirement plans.
Colonial Trust Co has a well-optimized website that search engines read cleanly, making it easy for potential clients in Greenville and surrounding areas to find them online.
With over a century of experience and a commitment to high standards, Colonial Trust Co stands out as a reliable financial planner in Greenville, SC, offering comprehensive wealth management services that have been trusted by generations.
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