Best Financial Advisors in Greenville, SC

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List of Firms

Greenville, SC Fiduciary Financial Advisors

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
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
Ronald Blue Trust
Location 9 Halton Green Way, Greenville, SC 29607, USA
Phone (864) 233-7405
Good Life Financial Advisors of Greenville
Location 101 N Main St, Greenville, SC 29601, USA
Phone (864) 729-4040
FinTrust Capital 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
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
First Command Financial Advisor - Benn Stocum
Location 33 Market Point Dr, Greenville, SC 29607, USA
Phone (864) 335-9600
Morgan Stanley Financial Advisors

5 out of 5

Location 201 E McBee Ave. 1st Fl, Greenville, SC 29601, USA
Phone (864) 370-7240
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
Baird Private Wealth Management
Location 300 N Main St Suite 400, Greenville, SC 29601, USA
Phone (864) 467-0007
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
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
Southeast Financial Advisors, LLC
Location 107 Manly St, Greenville, SC 29601, USA
Phone (864) 284-6511
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
CAPTRUST
SEC File# 801-62193
CRD# 175112
Location 1116 S Main St, Greenville, SC 29601, USA
Phone (864) 467-9800
NorthEnd Private Wealth
Location 300 N Main St, Greenville, SC 29601, USA
Phone (864) 686-5355
Norris Financial Group
SEC File# 801-112958
CRD# 129422
Location 605 N Main St, Greenville, SC 29601, USA
Phone (864) 235-6408
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
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
NorthStar Financial & Retirement Planning, LLC

5 out of 5

Location 412 Pettigru St suite a, Greenville, SC 29601, USA
Phone (864) 297-0762
Goldfinch Wealth Management
Location 325 Rocky Slope Rd Suite 302, Greenville, SC 29607, USA
Phone (864) 375-4700
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
First Command Financial Advisor - Brandon Vincent
Location 33 Market Point Dr, Greenville, SC 29607, USA
Phone (864) 335-9600
Edward Jones - Financial Advisor: Bob Anderson Jr
Location 355 Woodruff Rd Suite 103, Greenville, SC 29607, USA
Phone (864) 232-5880
Upstate Wealth Management

5 out of 5

Location 200 S Main St A, Greenville, SC 29601, USA
Phone (864) 655-4700
Gerald Ray Johnson - Financial Advisor, Ameriprise Financial Services, LLC
Location 880 S Pleasantburg Dr Ste 1C, Greenville, SC 29607, USA
Phone (864) 370-9222
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
NS Capital
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
Muncaster Financial Group

5 out of 5

Location 9 Whitsett St, Greenville, SC 29601, USA
Phone (864) 527-0434
Holistic Wealth
Location 220 N Main St Suite 500, Greenville, SC 29601, USA
Phone (864) 516-7518
Edward Jones - Financial Advisor: Dan Egerdahl, AAMS™
Location 27 S Pleasantburg Dr Suite 50, Greenville, SC 29607, USA
Phone (864) 255-5014
Image of Greenville, SC

About Greenville, SC

Greenville, SC is a city located in the northwestern part of the state. It is the county seat of Greenville County and is the largest city in the Upstate region of South Carolina. The city's population was estimated to be 63,219 in 2016. Some of Greenville's landmarks include Falls Park on the Reedy, which is a 32-acre park that features a waterfall and Riverwalk; the Peace Center, which is a performing arts center that hosts concerts and other events; and Liberty Bridge, which is a pedestrian bridge that crosses over the Reedy River. Greenville's top employers include Michelin North America, BMW Manufacturing Co., LLC, Greenville Health System, and GE Power. The city is also home to Bob Jones University and Clemson University's Greenville Campus. Major highways and streets in Greenville include Interstate 385, U.S. Route 29, and South Carolina Highway 14. Some of the city's neighborhoods include West End, Augusta Road, and Pendleton Street Historic District.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Greenville, SC can provide residents with a variety of services to make their lives easier. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other products and services such as online banking, mobile banking, and bill pay. They also offer special rates and discounts for customers who use multiple services or have multiple accounts.

Insurance Broker

Greenville, SC residents can benefit greatly from the services of an insurance broker. An insurance broker can help a resident compare rates and find the best coverage for their needs. Brokers are experts in the field of insurance, and they can help residents make sure they have the best protection possible.

Retirement Planning

Financial advisors in Greenville, SC can help residents with all aspects of retirement planning. This includes helping people understand what they need to do to be ready for retirement, as well as assisting with the investment and savings process. Retirement planning can be difficult, but financial advisors can make it much easier for people in Greenville, SC.

Wealth Management

The average Greenville, SC resident is always looking for ways to save money and be more responsible with their finances. While this is a commendable goal, it can also lead to some people making poor financial decisions. Wealth management can help residents of Greenville, SC by providing them with professional advice and guidance when it comes to their money. Wealth management can help residents make smart financial choices that will benefit them in the long run.

Estate Planning Lawyer

If you live in Greenville, SC and are looking for help with estate planning, a qualified lawyer can assist you. An estate planning lawyer can help you create a will or trust, designate beneficiaries, and otherwise plan for the distribution of your assets after death. They can also help you set up powers of attorney and healthcare directives to ensure that your wishes are carried out in the event that you become unable to make decisions for yourself.

Mortgage Loan Officer

Mortgage loan officers in Greenville, SC can provide assistance to residents who want to make environmentally friendly home improvements. There are a number of Greenville, SC mortgage loan officers who specialize in helping borrowers find the best financing options for making eco-friendly home improvements. These professionals can help you identify and qualify for special funding programs that offer incentives for improving the energy efficiency of your property. In some cases, you may even be able to get a lower interest rate on your mortgage by making green upgrades.

Tax Services

Greenville, SC residents can benefit from the help of tax accountants in order to reduce their taxable income. Tax accountants are experts in helping people minimize their taxable income, and they can do so by helping taxpayers understand what deductions and credits they qualify for. In addition, tax accountants can help taxpayers file their taxes correctly and on time, which can save them money in penalties and interest.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Greenville, SC