Best Financial Advisors in Greenville, SC

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List of Firms

Greenville, SC Fiduciary Financial Advisors

SEC File# 801-68568
CRD# 145460
Location 124 Verdae Blvd #504, Greenville, SC 29607, USA
Phone (864) 288-2849
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-112958
CRD# 129422
Location 605 N Main St, Greenville, SC 29601, USA
Phone (864) 235-6408
Directions
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Edward Jones - Financial Advisor: Kevin M Willmot
SEC File# 801-3297
CRD# 250
Location 55 Beattie Pl Suite 1020, Greenville, SC 29601, USA
Phone (864) 232-3909
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Horizons Wealth Management
SEC File# 801-116722
CRD# 127457
5 out of 5
Location 220 N Main St #500, Greenville, SC 29601, USA
Phone (864) 516-7501
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Foster Victor Wealth Advisors
SEC File# 801-107775
CRD# 283656
5 out of 5
Location 10 Toy St Suite 200, Greenville, SC 29601, USA
Phone (864) 720-2000
Directions
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CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 1116 S Main St, Greenville, SC 29601, USA
Phone (864) 467-9800
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Nachman Norwood & Parrott Wealth Management Consultancy
SEC File# 801-62193
CRD# 175112
5 out of 5
Location 1116 S Main St, Greenville, SC 29601, USA
Phone (864) 467-9800
Directions
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Edward Jones - Financial Advisor: Mark B Allen
5 out of 5
Location 109 Laurens Rd Bldg 3 Ste 100, Greenville, SC 29607, USA
Phone (864) 288-5779
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NS Capital
SEC File# 801-45209
CRD# 106295
Location 220 N Main St Suite 500, Greenville, SC 29601, USA
Phone (203) 850-7210
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Morgan Stanley Financial Advisors
5 out of 5
Location 201 E McBee Ave. 1st Fl, Greenville, SC 29601, USA
Phone (864) 370-7240
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Family Legacy, Inc.
SEC File# 801-49710
CRD# 110945
5 out of 5
Location 900 Pendleton St STE 200, Greenville, SC 29601, USA
Phone (864) 233-0808
Directions
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Michele Casey Huddleston - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 465 Woodruff Rd, Greenville, SC 29607, USA
Phone (864) 250-3000
Directions
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NorthEnd Private Wealth
Location 300 N Main St, Greenville, SC 29601, USA
Phone (864) 686-5355
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Edward Jones - Financial Advisor: Marcus S Laughter
SEC File# 801-3297
CRD# 250
5 out of 5
Location 651 S Main St Suite C, Greenville, SC 29601, USA
Phone (864) 232-5415
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Muncaster Financial Group
5 out of 5
Location 9 Whitsett St, Greenville, SC 29601, USA
Phone (864) 527-0434
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Good Life Financial Advisors of Greenville
Location 101 N Main St, Greenville, SC 29601, USA
Phone (864) 729-4040
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Baird Private Wealth Management
Location 300 N Main St Suite 400, Greenville, SC 29601, USA
Phone (864) 467-0007
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Southeast Financial Advisors, LLC
Location 107 Manly St, Greenville, SC 29601, USA
Phone (864) 284-6511
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NorthStar Financial & Retirement Planning, LLC
5 out of 5
Location 412 Pettigru St suite a, Greenville, SC 29601, USA
Phone (864) 297-0762
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Goldfinch Wealth Management
Location 325 Rocky Slope Rd Suite 302, Greenville, SC 29607, USA
Phone (864) 375-4700
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First Command Financial Advisor - Brandon Vincent
Location 33 Market Point Dr, Greenville, SC 29607, USA
Phone (864) 335-9600
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Gerald Ray Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Location 880 S Pleasantburg Dr Ste 1C, Greenville, SC 29607, USA
Phone (864) 370-9222
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Ronald Blue Trust
Location 9 Halton Green Way, Greenville, SC 29607, USA
Phone (864) 233-7405
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Ballentine Capital Advisors
SEC File# 801-120268
CRD# 140913
5 out of 5
Location 15 Halton Green Way, Greenville, SC 29607, USA
Phone (864) 322-6046
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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First Command Financial Advisor - Benn Stocum
Location 33 Market Point Dr, Greenville, SC 29607, USA
Phone (864) 335-9600
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Goepper Burkhardt LLC
SEC File# 801-62283
CRD# 127896
Location 531 S Main St #303, Greenville, SC 29601, USA
Phone (864) 370-3244
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Global View Investment Advisors
SEC File# 801-68500
CRD# 145499
5 out of 5
Location 420 E Park Ave Suite 303, Greenville, SC 29601, USA
Phone (864) 272-0818
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Edward Jones - Financial Advisor: Bob Anderson Jr
Location 355 Woodruff Rd Suite 103, Greenville, SC 29607, USA
Phone (864) 232-5880
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Upstate Wealth Management
5 out of 5
Location 200 S Main St A, Greenville, SC 29601, USA
Phone (864) 655-4700
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Holistic Wealth
Location 220 N Main St Suite 500, Greenville, SC 29601, USA
Phone (864) 516-7518
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Edward Jones - Financial Advisor: Dan Egerdahl, AAMS™
Location 27 S Pleasantburg Dr Suite 50, Greenville, SC 29607, USA
Phone (864) 255-5014
Directions
Financial Advisors in Greenville, SC

Where Certified Financial Advisors in Greenville, SC Serve

Greenville, SC is a charming city nestled in the foothills of the Blue Ridge Mountains. The city is known for its vibrant downtown area, which is home to many landmarks such as the Peace Center for the Performing Arts, Falls Park on the Reedy, and the Greenville Zoo. The top employers in Greenville include BMW Manufacturing, Michelin North America, and General Electric. The city is easily accessible via major highways such as I-85 and I-385, as well as major streets like Woodruff Road and Haywood Road. Greenville is also home to several unique neighborhoods, each with their own distinct character and charm, including North Main, Augusta Road, and the West End. Overall, Greenville is a city full of history, culture, and opportunity, making it an ideal place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greenville, SC can benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in navigating the local real estate market. Greenville has seen a surge in housing demand in recent years, which can make it difficult for residents to make informed decisions about buying or selling property. A financial advisor can provide guidance on everything from securing a mortgage to understanding property taxes, helping residents make smart choices that align with their long-term financial goals. Additionally, a financial advisor can help residents manage their investments, plan for retirement, and create a comprehensive financial plan that takes into account their unique needs and circumstances. Overall, a financial advisor can be an invaluable resource for anyone looking to build a more secure financial future in Greenville, SC.

Insurance Broker

Residents of Greenville, SC can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized guidance and recommendations for insurance coverage that fits the unique needs of Greenville residents. For example, Greenville is home to many small businesses that may require specific types of insurance coverage, such as liability insurance or workers' compensation insurance. An insurance broker can help these businesses navigate the complex insurance market and find the right coverage at the best price. Additionally, Greenville is located in an area prone to severe weather events, such as hurricanes and tornadoes. An insurance broker can help residents understand their options for homeowners or renters insurance that provide adequate protection in the event of a natural disaster. Overall, an insurance broker can be a valuable resource for Greenville residents looking to protect themselves, their families, and their businesses from financial risks.

Retirement Planning

Residents of Greenville, SC can benefit greatly from the services of a retirement planner. With a growing population of retirees in the area, a retirement planner can provide guidance on how to make the most of their retirement savings and ensure that they have a comfortable and secure retirement. Additionally, Greenville has a unique mix of urban and rural areas, which can present different challenges when it comes to retirement planning. A retirement planner can help residents navigate these challenges and develop a personalized plan that takes into account their specific needs and goals. Whether it's creating a budget, managing investments, or planning for long-term care, a retirement planner can provide valuable support and peace of mind for residents of Greenville, SC.

Wealth Management

Residents of Greenville, SC could benefit greatly from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help is by providing personalized investment advice and guidance to help individuals and families achieve their financial goals. This is especially important in Greenville, where the cost of living is relatively high compared to other cities in the state. A skilled wealth manager can help residents navigate the complex financial landscape of the area and make informed decisions about their investments, retirement planning, and estate planning. Additionally, a wealth manager can provide valuable tax planning advice to help residents minimize their tax burden and maximize their wealth. Overall, a wealth manager can be an invaluable resource for residents of Greenville who are looking to build and preserve their wealth over the long term.

Mortgage Loan Officer

Residents of Greenville, SC can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex world of mortgage financing, helping them to secure the best possible rates and terms for their home loans. Additionally, a loan officer can assist residents in assessing their financial situation and determining how much they can realistically afford to borrow. This is particularly important in Greenville, which has a diverse housing market with a wide range of home prices. Furthermore, a loan officer can provide guidance on the various types of mortgages available, from conventional loans to government-backed programs like FHA and VA loans. By working with a mortgage loan officer, residents of Greenville can feel confident in their ability to secure the financing they need to purchase their dream home.

Tax Services

Residents of Greenville, SC can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that are unique to South Carolina. They can help residents minimize their tax liabilities by identifying deductions and credits that they may be eligible for. Additionally, tax advisors can assist residents with tax planning and preparation, ensuring that they are in compliance with state and federal tax laws. With Greenville's growing economy and increasing population, tax advisors can also help residents with estate planning and retirement planning, ensuring that they are well-prepared for the future. Overall, a tax advisor can provide valuable guidance and support to residents of Greenville, SC, helping them make informed decisions about their finances and taxes.

Estate Planning Lawyer

Residents of Greenville, SC could benefit from the expertise of an estate planning lawyer in a number of ways. For example, an estate planning lawyer can help residents create a will or trust to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives to ensure that individuals are taken care of in the event that they become incapacitated. In Greenville, SC, where there is a growing retirement community, an estate planning lawyer can also help residents plan for long-term care and Medicaid eligibility. By working with an estate planning lawyer, residents of Greenville, SC can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

Greenville, SC Financial Resources

Greenville, SC Chamber of Commerce

https://www.greenvillechamber.org/

Greenville, SC City Hall

https://www.greenvillesc.gov/

Greenville, SC Public Library

https://www.greenvillelibrary.org/

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FAQs About Personal Financial Advisors in Greenville, SC