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Clients Excel Financial PlanningFinancial advisor in Greer, SC

Clients Excel Financial Planning is a financial advisor at 5502 Reidville Rd, Moore, SC 29369, ranked #3 of 148 financial advisors in Greer and rated 5.0 from 47 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Greer, SCUpdated 0 paid placements in any rankingHow we rank

Call (864) 641-7955Website ↗

Key facts

Key facts about Clients Excel Financial Planning
Address5502 Reidville Rd, Moore, SC 29369, Greer, SCGet directions
Phone(864) 641-7955
Websiteclientsexcel.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 47 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Greer and 10 towns within 25 miles: Spartanburg, Five Forks, Taylors, Simpsonville, Wade Hampton, Mauldin, Greenville, Gantt, Berea and Parker.

Based in Greer, SCView on map

Opening hours

Opening hours for Clients Excel Financial Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Clients Excel Financial Planning

How is Clients Excel Financial Planning ranked in Greer?

Clients Excel Financial Planning is ranked #3 of 148 financial advisors in Greer by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Clients Excel Financial Planning’s hours?

Clients Excel Financial Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Clients Excel Financial Planning serve?

Serves Greer and 10 towns within 25 miles: Spartanburg, Five Forks, Taylors, Simpsonville, Wade Hampton, Mauldin, Greenville, Gantt, Berea and Parker. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Clients Excel Financial Planning?

Clients Excel Financial Planning has a rating of 5.0 from 47 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Clients Excel Financial Planning?

Call Clients Excel Financial Planning on (864) 641-7955. The business is at 5502 Reidville Rd, Moore, SC 29369, Greer, SC. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Clients Excel Financial Planning compared with nearby businesses
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Clients Excel Financial Planning (this business)—755.0 (47)NoNo
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