SOZO Planning

SOZO Planning
1036 Lansing Drive Suite 200
Mount Pleasant
South Carolina
29464
United States
Tel: (843) 412-7798

Business type: Investment service
Business Information
At SOZO Planning, we offer a unique approach that sets us apart from others in the industry. Acting under a fiduciary relationship and utilizing a process that avoids the pitfalls of traditional planning strategies, we create a customized plan that organizes your financial world and helps maximize your financial potential. We also educate you on the "how" and "why" behind our recommendations using simplified methods that make complex financial topics and strategies easy to comprehend.

Opening Times
Monday
08:00am - 05:00pm
Tuesday
08:00am - 05:00pm
Wednesday
08:00am - 05:00pm
Thursday
08:00am - 05:00pm
Friday
08:00am - 05:00pm
Saturday
Closed
Sunday
Closed


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