Best Financial Advisors in Clinton, SC

We did the hard work of finding trustworthy partners in Clinton, SC. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Clinton, SC Fiduciary Financial Advisors

SEC File# 801-69815
CRD# 149018
Location 583 SC-72, Greenwood, SC 29649, USA
Phone (864) 942-2105
Directions
Edward Jones - Financial Advisor: Dan Wilson
5 out of 5
Location 111 E Laurens St, Laurens, SC 29360, USA
Phone (864) 715-1151
Directions
Edward Jones - Financial Advisor: Gary S Davis, AAMS™
Location 100 Plaza Cir B, Clinton, SC 29325, USA
Phone (864) 833-0414
Directions
DHG Wealth Advisors
Location 129 E Main St #103-A, Spartanburg, SC 29306, USA
Phone (864) 342-8556
Directions
Edward Jones - Financial Advisor: Tripp Gilliam, AAMS™|CRPC™
Location 16 Powderhorn Rd Suite B, Simpsonville, SC 29681, USA
Phone (864) 990-4848
Directions
Edward Jones - Financial Advisor: Joe Elder
Location 38 Ray E Talley Ct D, Simpsonville, SC 29680, USA
Phone (864) 963-9828
Directions
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 104 Maxwell Ave #340, Greenwood, SC 29646, USA
Phone (864) 229-5062
Directions
Edward Jones - Financial Advisor: Michael C Wolfe Sr
5 out of 5
Location 400 SE Main St Suite C, Simpsonville, SC 29681, USA
Phone (864) 963-1958
Directions
Edward Jones - Financial Advisor: Jim ODonnell
Location 211 Wilder Dr suite c, Spartanburg, SC 29301, USA
Phone (864) 308-8033
Directions
Edward Jones - Financial Advisor: Robert W Winkler, AAMS™
5 out of 5
Location 128 N Congress St Suite A, York, SC 29745, USA
Phone (803) 684-3725
Directions
Robert Kopp - Thrivent
Location 1108 Harrington St, Newberry, SC 29108, USA
Phone (803) 768-4696
Directions
Edward Jones - Financial Advisor: Dan A Worthing, CRPC™
Location 672 By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 229-3084
Directions
Michael Carter - Financial Advisor, Ameriprise Financial Services, LLC
Location 100 Dunbar St Ste 100, Spartanburg, SC 29306, USA
Phone (864) 316-0864
Directions
TNB Financial Services
Location 103 E Pitts St, Clinton, SC 29325, USA
Phone (864) 766-6025
Directions
Matt Davis - State Farm Insurance Agent
5 out of 5
Location 906 S Broad St ste b, Clinton, SC 29325, USA
Phone (864) 833-5036
Directions
Susan Johnsen - Financial Advisor, Ameriprise Financial Services, LLC
Location 1211 John B White Sr Blvd # 2, Spartanburg, SC 29306, USA
Phone (864) 587-7500
Directions
Haden Copeland: Allstate Insurance
5 out of 5
Location 106 W Main St, Clinton, SC 29325, USA
Phone (864) 833-6978
Directions
Financial Advisors in Clinton, SC

Where Certified Financial Advisors in Clinton, SC Serve

Clinton, SC is a charming town located in Laurens County, South Carolina. It is known for its rich history and vibrant community. The town is home to several landmarks, including the Clinton Museum, which showcases the town's history, and the historic Presbyterian College, which is a popular tourist destination. The top employers in the area include the Laurens County School District, Walmart, and ZF Transmissions. Major highways that run through Clinton include Interstate 385 and US Highway 76. Some of the most notable streets in the town include Broad Street, which is home to many of the town's shops and restaurants, and Musgrove Street, which is known for its beautiful historic homes. Clinton is also home to several neighborhoods, including the College View neighborhood, which is located near Presbyterian College, and the West Clinton neighborhood, which is known for its quiet streets and friendly community. Overall, Clinton, SC is a wonderful place to live, work, and visit, with something for everyone to enjoy.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Clinton, SC can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized budget and financial plan for individuals and families. This is especially important in Clinton, SC, where the median household income is lower than the national average. A financial advisor can help residents prioritize their spending, create a savings plan, and make informed decisions about investments and retirement planning. Additionally, a financial advisor can provide guidance on managing debt, such as student loans or credit card balances, which can be a major financial burden for many residents. By working with a financial advisor, residents of Clinton, SC can gain a better understanding of their finances and take steps towards achieving their long-term financial goals.

Insurance Broker

Residents of Clinton, SC can benefit greatly from the services of an insurance broker. With the town's population of around 8,000, many people may not have the time or expertise to navigate the complex world of insurance on their own. An insurance broker can provide personalized advice and guidance on the best insurance policies for each individual's unique needs, whether it be home, auto, or health insurance. Additionally, an insurance broker can help residents of Clinton, SC find policies that are tailored to the specific risks and challenges of living in the area, such as coverage for natural disasters like hurricanes or flooding. Overall, an insurance broker can save residents time, money, and provide peace of mind knowing that they are adequately protected.

Retirement Planning

Residents of Clinton, SC can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Clinton, SC to create a comprehensive financial plan that will allow them to live comfortably in their retirement years. They can help residents to identify their retirement goals, assess their current financial situation, and develop a plan to achieve those goals. Additionally, a retirement planner can help residents to navigate the complex world of retirement planning, including understanding Social Security benefits, Medicare, and other retirement benefits. With the help of a retirement planner, residents of Clinton, SC can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable retirement.

Wealth Management

Residents of Clinton, SC could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager could assist residents is by creating a personalized financial plan to help them achieve their long-term financial goals. With the help of a wealth manager, residents of Clinton could receive advice on investment opportunities, retirement planning, estate planning, and tax management. For example, with Clinton being a small town with a population of around 8,000 people, a wealth manager could provide guidance on how to invest in the local economy and take advantage of any unique opportunities available in the area. Additionally, a wealth manager could help residents navigate any changes in the local tax laws and ensure they are taking advantage of all available deductions. Overall, a wealth manager could provide invaluable support to residents of Clinton, SC in achieving their financial objectives.

Mortgage Loan Officer

Residents of Clinton, SC can benefit greatly from the expertise of a mortgage loan officer. For example, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can be particularly challenging in a small town like Clinton. They can provide guidance on the different types of mortgages available, as well as help residents understand the various fees and costs associated with obtaining a mortgage. Additionally, a mortgage loan officer can help residents find the best interest rates and loan terms to meet their unique needs and financial situations. Overall, the assistance of a mortgage loan officer can make the process of obtaining a mortgage much smoother and less stressful for residents of Clinton, SC.

Tax Services

Residents of Clinton, SC can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Clinton residents is by providing guidance on tax planning and preparation. With the constantly changing tax laws and regulations, it can be challenging for individuals to keep up with the latest updates. A tax advisor can help residents navigate these changes and ensure they are taking advantage of all available deductions and credits. Additionally, Clinton is a small town with a significant number of small business owners. A tax advisor can assist these entrepreneurs with tax planning and filing, helping them to maximize their profits and minimize their tax liabilities. By working with a tax advisor, residents of Clinton, SC can feel confident that they are making informed decisions and optimizing their financial well-being.

Estate Planning Lawyer

Residents of Clinton, SC can benefit greatly from the services of an estate planning lawyer. One of the most common ways that a lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. This is especially important in Clinton, SC, where there is a large population of retirees and elderly residents. An estate planning lawyer can also assist with establishing powers of attorney and healthcare directives, which can provide peace of mind for both the individual and their loved ones in the event of incapacitation or illness. Additionally, a lawyer can provide guidance on minimizing taxes and avoiding probate, which can save families time and money. Overall, an estate planning lawyer can provide valuable assistance to residents of Clinton, SC in ensuring that their affairs are in order and their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Clinton, SC