Jim Paolone, Financial Advisor

FINANCIAL ADVISOR
Jim Paolone

CEPA®, AAMS™
300 Technology Center Way, Suite 217, Rock Hill, SC 29730opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Wine Collecting/Enthusiast
  • Traveling
  • Gardening
  • Hiking

Team Members

  • Allison Manning
    Sr. Branch Office Administrator
    FPQP®
  • Tiffany DeStefano
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(803) 980-5550

Fax

(877) 314-3956

Office Address

300 Technology Center Way
Suite 217
Rock Hill, SC 29730opens in a new window

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