Prosperity Group Advisors, LLC is a financial advisor in Greenville, SC. The firm specializes in retirement and wealth planning, helping clients build sustainable retirement income, protect assets, and optimize tax strategies. Services include estate planning, tax planning, and the development of pension-like income streams. The team focuses on creating custom strategies to grow 401(k) and IRA accounts while minimizing risk and managing exposure to inflation and market volatility. The business serves clients in SC, Florida, and Tennessee, holding a perfect 5.00 rating based on client reviews.
Greg Elie, the Founder and CEO, brings more than 30 years of industry experience to the firm. He holds health and life insurance licenses in SC, North Carolina, Tennessee, and Florida. Elie has assisted thousands of individuals in saving on taxes and reducing risk in their retirement portfolios. His approach involves showing clients how to protect assets from nursing home costs, inflation, and stock market fluctuations. The firm utilizes a process called the Prosperity Plan, which guides clients through discovering their ideal retirement, evaluating their current situation using a tool called The Retirement Navigator, and developing a strategy that leverages various insurance products and services to create lifelong income.
The office is located at 144 Milestone Way in Greenville. It sits about a quarter mile from Pelham Road. Nearby landmarks include The UPS Store, which is about a quarter mile away, and Rocky Creek, located about half a mile from the office. Carriage Park is also within half a mile of the business location.
Prosperity Group Advisors, LLC stands out in the Greenville financial advisory sector for its specific focus on generating tax-free, pension-like income. The firm’s long-standing presence in the region and its specialized approach to asset protection provide a distinct advantage for residents seeking to secure their financial future.
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