Jonathan Polson- Financial Advisor Greenville, SC

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About Jonathan Polson

Southern Trust Wealth Managment is committed to helping you pursue your long-term financial goals. We can help you answer the questions you may have about your financial future, such as: Will I be able to retire early?

How much money will I need in order to retire?

How can I get the most out of my 401(k)?

Should I have a traditional IRA or a Roth IRA?

How can I position my investments for higher potential returns while reducing risk?

Do I need disability income insurance? Long-term care insurance?

How can I ensure that my children receive as much as possible from my estate?

What do I need to know about wills, trusts, and probate?

Am I making the right decisions to minimize my taxes?

See Disclosures

General Information

Firm Start Year

1923

Firm Information

Compensation and Fees

Education

B.A with minor in finance -

Clemson university
-

MBA -

LSU
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886574/paladinregistry-Southern-Trust-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Jonathan Polson

Southern Trust Wealth Management