John Bartlett – Regions Financial Advisor

John Bartlett - Regions Financial Advisor is a financial consultant in Greenville, SC. Serving the local community, John Bartlett focuses on developing comprehensive strategies to meet long-term financial goals. His services include financial planning, retirement preparation, and specialized solutions such as fee-based managed accounts, mutual funds, ETFs, stocks, and various bond options. He also assists clients with annuities, life insurance, money market accounts, CDs, 529 education plans, and digital investing through InvestPath®.

As part of Regions Investment Solutions, the practice leverages the resources of a prominent national investment and insurance firm. The approach involves providing in-depth knowledge and personalized investment solutions to help clients navigate journeys toward financial success, whether they are investing for college, retirement, or other specific objectives.

The office is located on South Pleasantburg Drive in Greenville. The location is a short drive from the SCDOT and the SC Department of Motor Vehicles, and it is situated near Sterling School.

The business is recognized for providing thorough and well-documented information to its clients. As a professional within the Regions network, John Bartlett offers the stability of a large-scale provider of wealth management and banking services, paired with the personalized service of a local advisor.

John Bartlett provides dedicated financial planning and investment expertise to help residents of Greenville, SC, achieve their long-term financial aspirations.

Services:

• Annuities
• Fee-based managed accounts
• Life insurance
• Mutual funds, exchange-traded funds (ETFs)
• Stocks, equities