IntelliVest Survey - Intellivest Wealth Management

(864) 598-0000mdickey@intellivestwm.com3082 Old Furnace Road, Boiling Springs, SC 29316

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Intellivest Wealth Management

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IntelliVest Survey

Take our 5-minute quiz and connect with our advisors at a convenient time for you.

Do you currently work with a financial advisor? *

No
I work with a financial advisor at a different company

Which describes your finances better? *

Simple
Complex

How old are you? *

30 and under
31-59
60-74
75+

Would you like any of the following to be considered when being matched?

Charitable intent
LGBTQ+ financial considerations
Military or veteran
Socially conscious investing

Name *

First

Last

Email *

Phone Number *

Contact info:

Location:
3082 Old Furnace Road, Boiling Springs, SC 29316
Phone numbers:
(864) 598-0000
E-mail:
ldickey@intellivestwm.com

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Firm Disclosure:

The information contained on this web site does not constitute an offer to sell securities in any jurisdiction. This site is for informational purposes only. Securities may not be sold in the United States of America absent registration or an exemption from registration under the Securities Act. Moreover, none of the information contained on this web site is a recommendation for investment in any securities. We make no representations as to the suitability of any transaction at any time. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Firm Disclosure:

IntelliVest Wealth Management is not associated with any other firm bearing the name “Intellivest” and operates solely on it’s own.

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