Best Financial Advisors in Berkeley County, SC

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List of Firms

Berkeley County, SC Fiduciary Financial Advisors

Edward Jones

5 out of 5

Location 106 Executive Parkway Suite 2, Moncks Corner, SC 29461, USA
Phone (843) 899-5400
Edward Jones

5 out of 5

Location 412 Drive In Ln Suite C, Moncks Corner, SC 29461, USA
Phone (843) 761-1100
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Greg Dingle Financial Services
Location 118 Loganberry Cir, Goose Creek, SC 29445, USA
Phone (843) 824-2303
First Command Financial Advisor - Bernie Still
Location 7301 Rivers Ave Ste 230, North Charleston, SC 29406, USA
Phone (843) 824-6629
First Command Financial Advisor - Dave Thompson
Location 208 W 7th N St, Summerville, SC 29483, USA
Phone (843) 871-0383
Dorothy Mae Mitchum: Primerica - Financial Services

5 out of 5

Location 314 Rembert C Dennis Blvd, Moncks Corner, SC 29461, USA
Phone (843) 899-7746
Frank Mc Guire - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 259 Seven Farms Drive Ste 200, Daniel Island, SC 29492, USA
Phone (843) 284-1237
R & R Financial Planners Inc
Location Goose Creek, SC 29445, USA
Phone (843) 797-2099
Image of Berkeley County, SC

About Berkeley County, SC

Berkeley County is located in the Lowcountry region of South Carolina. The county seat is Moncks Corner and it is the largest county in the state. Some of the county's most notable landmarks include the Cypress Gardens and the Old Santee Canal Park. The top employers in Berkeley County are Joint Base Charleston, Walmart, and Palmetto Health. Major highways and streets in Berkeley County include US Highway 17, SC Highway 52, and SC Highway 176. Some of the county's most popular neighborhoods include Cane Bay Plantation, The Palms at Snee Farm, and Cobblestone Farms.

Where Certified Financial Advisors in Berkeley County, SC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Berkeley County, SC residents have several banking options to choose from. Each bank offers different services, making it important for residents to research which bank will best meet their needs. Some of the services banks provide include checking and savings accounts, loans, mortgages, and credit cards. Residents should carefully compare the rates and fees each bank charges before deciding on a financial institution.

Insurance Broker

Residents of Berkeley County, SC have a lot of options when it comes to choosing an insurance broker. While all brokers offer the same basic services, not all of them are created equal. Some brokers are more experienced than others, and some are better at working with certain types of customers. When residents in Berkeley County need help finding the right insurance policy, they should turn to a qualified insurance broker. Insurance brokers have the experience and expertise necessary to help residents find the best policies for their needs. They can also help residents save money on their premiums by negotiating discounts with insurers. Residents in Berkeley County who are looking for a quality insurance broker should contact the professionals at Anderson & Associates Insurance Services Ltd. We have over 25 years of experience helping people find the right policies at the best prices.

Retirement Planning

Berkeley County, SC residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you assess your current financial situation and create a plan that will allow you to retire comfortably. They can also help you make wise investment choices and provide guidance on how to save for retirement. If you are looking for help in preparing for retirement, please contact us today.

Wealth Management

Berkeley County, SC is a rural county located in the northwest corner of the state. The county seat is Moncks Corner and the largest city is Goose Creek. According to the 2010 census, the population was 107,569. Berkeley County is one of South Carolina's most conservative counties. In 2012, Mitt Romney won 62% of the vote in Berkeley County. The county has a median household income of $54,711 and a poverty rate of 17%. While there are many wealthy residents in Berkeley County, there are also many residents who are living paycheck to paycheck. Wealth management can help Berkeley County residents save money, invest money and plan for their financial future. A wealth manager can provide advice on how to reduce expenses, maximize investments and prepare for retirement.

Estate Planning Lawyer

Estate planning lawyers in Berkeley County, SC can help residents create wills and trusts which will ensure their assets are distributed according to their wishes after they die. In addition, estate planning lawyers can help residents set up guardianships for their children and make arrangements for medical care in the event that they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Berkeley County, SC can help residents with a wide variety of home-buying needs. From helping people find the right property to securing a mortgage, these professionals can assist with every step of the process. They can also provide advice on how to get the best deal on a mortgage and how to avoid common mistakes made by buyers. By working with a mortgage loan officer, residents can be sure they are making the best decisions for their families and their finances.

Tax Services

Residents of Berkeley County, SC can benefit from the help of tax accountants in order to ensure that they are getting the best return on their taxes possible. Tax accountants can help residents save money and time by helping them understand what deductions are available to them and preparing their returns in a timely manner. In addition, tax accountants can provide valuable advice on how to plan for future taxes, ensuring that residents pay the least amount possible.


FAQs About Personal Financial Advisors in Berkeley County, SC