Edward Jones – Financial Advisor: David Rich, ChFC®

Edward Jones - Financial Advisor: David Rich, ChFC® is a financial consultant in Greenville, SC, providing personalized financial planning services to individuals and families across the Upstate region. Specializing in wealth strategies, retirement savings, estate and legacy planning, college savings, and business retirement plans, David Rich helps clients build comprehensive financial roadmaps tailored to their long-term goals. As a Chartered Financial Consultant® (ChFC®), he brings advanced expertise to portfolio reviews and financial decision-making. His service area includes Greenville and surrounding communities, with a strong reputation reflected in a perfect 5.00 rating from eight client reviews.

David Rich operates from a dedicated office at 301 Butler Ave, where he offers in-person, phone, and web conferencing appointments. His approach emphasizes clear communication, thorough documentation, and long-term financial security. He works closely with a team, including Senior Branch Office Administrator Amie Rogers, who supports client service and administrative needs. The office is accessible during weekday business hours and offers evening and weekend availability by appointment, ensuring flexibility for clients with busy schedules.

Located on Butler Avenue, the office sits just a short distance from several prominent downtown landmarks. It is approximately 0.1 miles from Buncombe Street, a major road, and within a quarter-mile of the Sigal Music Museum, the Upcountry History Museum, and the public artwork honoring General Nathanael Greene. The Greenville County Library is about 0.2 miles away, and the Charles E Daniel Theatre is also within a short walk.

David Rich is recognized for providing thorough, well-documented financial guidance, with a website that is both informative and easily navigable by search engines. His consistent, transparent service model and strong client feedback reflect a trusted presence in the local financial advisory community.

In Greenville, David Rich stands as a dependable resource for residents seeking thoughtful, personalized financial planning with a focus on lasting security and growth.

Services:

• Business Retirement Plans
• Estate & Legacy Strategies
• Estate planning
• Investment management
• Personalized financial planning
• Portfolio Reviews
• Retirement Savings Strategies
• Retirement planning