Best Financial Advisors in Dorchester County, SC

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Dorchester County, SC Fiduciary Financial Advisors

Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10040 Dorchester Rd Suite 104, Summerville, SC 29485, USA
Phone (843) 879-9430
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
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 100C Morgan Pl, Summerville, SC 29485, USA
Phone (843) 873-7759
Edward Jones
SEC File# 801-3297
CRD# 250
Location 210 S Cedar St Suite 1, Summerville, SC 29483, USA
Phone (843) 851-1840
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1706 Old Trolley Rd C, Summerville, SC 29485, USA
Phone (843) 871-5773
First Command Financial Advisor - Tommy Crittenden
Location 7301 Rivers Ave Ste 230, North Charleston, SC 29406, USA
Phone (843) 824-6629
Financial Advisors in Dorchester County, SC

Where Certified Financial Advisors in Dorchester County, SC Serve

Dorchester County is located in the Coastal Plain region of South Carolina. The county seat is St. George. Major highways and streets include Interstate 95, U.S. Highway 17, and S.C. Highway 6. The top employers in the county are Boeing, Volvo Trucks North America, and the Medical University of South Carolina (MUSC). Dorchester County is made up of several neighborhoods including Summerville, Ladson, North Charleston, and West Ashley.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Dorchester County, SC residents can avail of a variety of banking services which will help them meet their financial needs. Services such as checking and savings accounts, loans, and mortgages are available at most banks in the area. In addition, many banks offer online and mobile banking services which make it easy for customers to manage their finances on the go.

Insurance Broker

Dorchester County, SC residents can benefit from the advice of insurance brokers when it comes to their health and property. Brokers have a wealth of knowledge about insurance plans and providers, and they can help residents find the best coverage for their needs. In addition, brokers can advise residents on how to protect their property in the event of a natural disaster.

Retirement Planning

Financial advisors can help Dorchester County, SC residents with retirement planning by providing information on what to expect during retirement, how to save for retirement, and how to make the most of their retirement savings. Advisors can also help retirees to find appropriate investments and manage their portfolios so that they can continue to receive income during retirement. In addition, financial advisors can provide advice on estate planning and how best to leave assets to loved ones.

Wealth Management

Dorchester County, SC residents have a unique opportunity to take advantage of wealth management services in order to better manage their finances. Many people might not realize it, but there are a number of benefits that come with using these types of services. Wealth management can help individuals protect their assets, grow their money, and plan for the future. By working with a qualified professional, Dorchester County residents can get the guidance they need to make sound financial decisions that will benefit them in the long run.

Estate Planning Lawyer

Estate planning lawyers can help Dorchester County, SC residents in a number of ways. For one, they can help residents create wills and trusts that will ensure their property is divided according to their wishes. They can also help residents set up powers of attorney and healthcare proxies, which will give someone else the authority to make decisions on their behalf if they are unable to do so themselves. And finally, estate planning lawyers can help residents plan for the taxes they will owe upon death.

Mortgage Loan Officer

Mortgage loan officers in Dorchester County, SC can help residents by providing them with the best advice for their unique situation. By taking into account the individual's credit score, income, and other factors, mortgage loan officers can provide residents with a mortgage that is affordable and suited to their needs. This not only helps the resident but also benefits the community as a whole by helping to keep people in their homes.

Tax Services

Tax accountants in Dorchester County, SC can help residents with a variety of services during tax season. These services include preparing and filing taxes, as well as answering any questions residents may have about their taxes. In addition, tax accountants can also help residents receive any refunds they may be entitled to.


FAQs About Personal Financial Advisors in Dorchester County, SC