We are a Charleston, SC based multi-generational holistic planning firm that creates personalized strategies and embraces financial education and coaching. Each client we work with is unique and their plan is tailored for their individual goals and risk tolerances. As a full service firm, we can offer investment and life insurance options to address each stage in your financial path. We help you plan for today, tomorrow, and the next generation. We are licensed to sell Insurance Products in the following states: South Carolina and North Carolina We are licensed to sell Securities in the following states: Alabama, California, Florida, Georgia, Indiana, Kentucky, New Jersey, New York, North Carolina, South Carolina and Texas Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
View Top Employees from Latto and Associates, Inc.Website | http://www.lattoandassociates.com |
Revenue | $436000 |
Employees | 3 (1 on RocketReach) |
Founded | 1968 |
Address | 1118 Savannah Hwy, Charleston, South Carolina, US |
Phone | (843) 571-4470 |
Fax | (843) 571-4471 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Coastal Financial Group, Copper Canyon Wealth Management, Foster Financial Group, JEM Wealth Management, Starr Financial Services Inc |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Latto and Associates, Inc. employee's phone or email?
The Latto and Associates, Inc. annual revenue was $436000 in 2024.
1 people are employed at Latto and Associates, Inc..
Latto and Associates, Inc. is based in Charleston, South Carolina.
The NAICS codes for Latto and Associates, Inc. are [52393, 5239, 52, 523].
The SIC codes for Latto and Associates, Inc. are [628, 62].