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SOZO Planning
SOZO Planning
1036 Lansing Drive Suite 200
Mount Pleasant
South Carolina
29464
United States
Tel: (843) 412-7798
Website: www.sozoplanning.com
Business type:
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 - 05:00pmTuesday
08:00am - 05:00pmWednesday
08:00am - 05:00pmThursday
08:00am - 05:00pmFriday
08:00am - 05:00pmSaturday
ClosedSunday
ClosedMap location Select here to view map
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