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James B. Ballentine, CFP®, CRPC

Ballentine Capital Management

3451 Pelham Rd
Ste 100
Greenville, SC 29615
Phone: (864) 322-6046
Fax: (864) 322-6048

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Household Income Minimum: $75,000
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.