Best Financial Advisors in Beaufort County, SC

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Beaufort County, SC Fiduciary Financial Advisors

First Command Financial Advisor - Ben Smith
Location 2015 Boundary St Suite 210, Beaufort, SC 29902, USA
Phone (843) 521-1128
The Bedminster Group

5 out of 5

Location 36 William Pope Dr #201, Okatie, SC 29909, USA
Phone (843) 705-5544
Edward Jones - Financial Advisor: Bill Sauter, CFP®|AAMS™|CRPC™
SEC File# 801-3297
CRD# 250
Location 2066 Okatie Hwy (Route, 170, Okatie, SC 29909, USA
Phone (843) 705-1040
Merrill Lynch Wealth Management Advisor Matthew S Hinderliter
Location 700 Bay St, Beaufort, SC 29902, USA
Phone (843) 524-6864
Merrill Lynch Wealth Management
Location 700 Bay St, Beaufort, SC 29902, USA
Phone (843) 524-4115
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About Beaufort County, SC

Beaufort County is a county located in the U.S. state of South Carolina. As of the 2010 census, the population was 179,123. Its county seat is Beaufort, which is also the largest city in the county. The county was founded in 1798. Major highways and streets include U.S. Route 278 and SC Route 21. Some major landmarks include Hilton Head Island and Parris Island. The top employers in the county are the United States Marine Corps, Beaufort Memorial Hospital, and Wal-Mart. Neighborhoods include Burton, Habersham, and Shell Point.

Where Certified Financial Advisors in Beaufort County, SC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, some of which may be beneficial to Beaufort County, SC residents. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. By using the services provided by banks, residents can save money on fees and interest rates. In addition, banks offer a variety of products and services that can help residents manage their finances more effectively.

Insurance Broker

Residents of Beaufort County, SC can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and navigate the complicated world of insurance.

Retirement Planning

Financial advisors can help Beaufort County, SC residents with retirement planning in a number of ways. First, they can help people save for retirement by setting up a savings plan and helping people stick to it. Advisors can also help retirees manage their money once they have retired, making sure that their income lasts as long as they do. Finally, advisors can offer advice on investments, helping people make the most of their money in retirement.

Wealth Management

Residents of Beaufort County, SC have a unique opportunity to take advantage of the many benefits offered through wealth management. Wealth management can help residents protect their assets, grow their money, and prepare for retirement. There are a number of different services that fall under the umbrella of wealth management. These services can be tailored to meet the specific needs of each individual or family. Some of the most common services offered through wealth management include investment planning, tax planning, estate planning, and risk management. Each of these services can play an important role in helping residents achieve their financial goals. Investment planning can help ensure that assets are invested in a way that will provide growth over time. Tax planning can help reduce the amount of taxes owed each year. Estate planning can help ensure that assets are passed on to heirs according to the wishes of the owner. And risk management can help protect assets from unexpected events such as market crashes or lawsuits. Wealth management is an important tool for anyone looking to secure their financial future. Beaufort County, SC residents would be wise to take advantage of all that this unique community has to offer.

Estate Planning Lawyer

Estate planning lawyers can help Beaufort County, SC residents in a number of ways. For example, they can help with the drafting of wills and trusts, as well as the administration of estates. They can also provide guidance on estate and gift tax issues, and help to resolve disputes among beneficiaries. In addition, estate planning lawyers can advise executors and trustees on their duties and responsibilities.

Mortgage Loan Officer

Mortgage loan officers can help Beaufort County, SC residents in a number of ways.For one, they can work with people to find the best mortgage products available. They can also help residents secure loans for home repairs, and guide them through the process of refinancing their mortgages. In addition, mortgage loan officers can provide advice on how to get the most from your home equity line of credit, and explain the different types of reverse mortgages available.

Tax Services

Residents of Beaufort County, SC can benefit from the help of tax accountants in order to save money and time. Tax accountants are experts in helping people file their taxes correctly and efficiently. They can also help residents find deductions and credits that they may be eligible for, which can save them a lot of money on their taxes. In addition, tax accountants can help residents stay organized and keep track of their finances throughout the year, which can help them avoid costly mistakes.


FAQs About Personal Financial Advisors in Beaufort County, SC