Find the Certified Financial Planner™
Who's right for you.

Michele C. Huddleston, CFP®

Huddleston & Associates A private wealth advisory practice Ameriprise Financial

862 S Pleasantburg Dr
Suite E
Greenville, SC 29607-2447
Phone: (864) 250-3000
Fax: (864) 250-4494

Toll-free: (888) 300-3966

Household Income Minimum: $75,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Life Planning
  • Retirement
  • Succession Planning

 

How Planner Charges

Considerations: A dedication to improving the financial future of self, family, and community is more important than a minimum asset level.

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