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Serving Widows in Greenville, SC

  • Writer: Jordan Roberts
    Jordan Roberts
  • Mar 24
  • 1 min read

Client Lee Bowman describes her experience working with Parallel Financial.

I have previously shared about some of the financial challenges my grandmother faced when my grandfather died of cancer in his 60s. At the time, I wished there was more I could do to help her, and that desire to help has stuck with me. Our client Lee Bowman found herself in a similar situation when her husband passed away. If you have friends or loved ones who find themselves with the unexpected and unwanted responsibility of managing investments and retirement, we would love to help.

 
 
 

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Email: jordan@parallefinancial.com
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Disclosure

Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. A copy of The Fiduciary Alliance’s current written disclosure statement discussing The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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