Best Financial Advisors in Greenwood, SC

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List of Firms

Greenwood, SC Fiduciary Financial Advisors

SEC File# 801-7163
CRD# 8174
Location 148 Maxwell Ave, Greenwood, SC 29646, USA
Phone (864) 223-2132
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Red Hand Investments
5 out of 5
Location 623 Ninety Six Hwy, Greenwood, SC 29646, USA
Phone (864) 229-5520
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Primeamerica Financial Services
Location 916 Montague Ave, Greenwood, SC 29649, USA
Phone (864) 227-3414
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Wells Fargo Advisors
Location 340 Main St, Greenwood, SC 29646, USA
Phone (864) 223-2211
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Edward Jones - Financial Advisor: Richard C Hellman, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 130 Maxwell Ave Suite 101, Greenwood, SC 29646, USA
Phone (864) 229-4664
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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Edward Jones - Financial Advisor: Dan A Worthing, CRPC®
SEC File# 801-3297
CRD# 250
Location 672 By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 229-3084
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 – 4:00 PM Saturday: Closed Sunday: Closed
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Republic Finance
3 out of 5
Location 1311 Montague Ave Ext, Greenwood, SC 29649, USA
Phone (864) 227-3416
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Sanders Wealth Management
5 out of 5
Location 201B Towers Dr, Greenwood, SC 29649, USA
Phone (864) 227-1024
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Manley Garvin, LLC
5 out of 5
Location 340 Main St, Greenwood, SC 29646, USA
Phone (864) 229-4951
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Wells Fargo Advisors
Location 105 Main St, Greenwood, SC 29646, USA
Phone (864) 941-8806
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Wells Fargo Advisors
Location 345 By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 941-8842
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Raymond James Financial Services
Location 583 SC-72, Greenwood, SC 29649, USA
Phone (864) 942-2105
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Countybank
5 out of 5
Location 583 By-pass 72 NW, Greenwood, SC 29646, USA
Phone (864) 942-1500
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Edward Jones - Financial Advisor: Jennifer W Erwin, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 115 Court Square, Abbeville, SC 29620, USA
Phone (864) 366-8483
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Security Finance
4 out of 5
Location 446 Calhoun Ave, Greenwood, SC 29649, USA
Phone (864) 223-4379
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AXA Equitable
Location 301 Main St, Greenwood, SC 29646, USA
Phone (864) 229-3614
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Wells Fargo Bank
3 out of 5
Location 105 Main St, Greenwood, SC 29646, USA
Phone (864) 941-8806
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Primerica
Location 722-a Montague Ave, Greenwood, SC 29649, USA
Phone (864) 227-3414
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Wells Fargo Bank
3 out of 5
Location 345 By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 941-8842
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Financial Empowerment
Location 209 Laurel Ave W, Greenwood, SC 29649, USA
Phone (864) 229-4353
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FINANCIALLY, PHYSICALLY , MENTALLY AND SPIRITUALLY
Location 216 N Creek Blvd, Greenwood, SC 29649, USA
Phone (864) 554-8229
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Security Finance
3 out of 5
Location 306 E Greenwood St Suite A, Abbeville, SC 29620, USA
Phone (864) 459-2145
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Jones & Co Wealth Management
Location Greenwood, SC 29646, USA
Phone (864) 941-6909
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Edward Jones - Financial Advisor: Dustin W Wood
SEC File# 801-3297
CRD# 250
Location 211 Birchtree Dr Suite 2, Greenwood, SC 29649, USA
Phone (864) 223-0104
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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Northwestern Mutual Financial
Location 853 By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 229-5062
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Stokes Capital Advisors
SEC File# 801-106810
CRD# 281278
Location 101 Venture Ct, Greenwood, SC 29649, USA
Phone (864) 450-9051
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Centaurus Financial Greenwood Location
Location 324 Montague Ave, Greenwood, SC 29649, USA
Phone (864) 943-2397
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Cornerstone Investment Management, LLC
Location 121-C W Public Square, Laurens, SC 29360, USA
Phone (864) 681-0572
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Edward Jones - Financial Advisor: Phillip D Biffle, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 108-A Bypass, 225, Greenwood, SC 29646, USA
Phone (864) 229-0444
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OneMain Financial
4 out of 5
Location 534 By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 223-4670
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Greenwood Capital
SEC File# 801-60493
CRD# 115015
5 out of 5
Location 425 Main St Suite 100, Greenwood, SC 29646, USA
Phone (864) 941-4049
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Acopia Home Loans
5 out of 5
Location 308 Main St, Greenwood, SC 29646, USA
Phone (864) 377-4622
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Greenwood Capital
SEC File# 801-60493
CRD# 115015
Location 201 W McBee Ave Suite 300, Greenville, SC 29601, USA
Phone (864) 941-4049
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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Wallace Investments
Location 212 Oak Ave, Greenwood, SC 29646, USA
Phone (864) 538-4880
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Ellenberg Wealth Management of Raymond James
Location 1319 Montague Ave Ext, Greenwood, SC 29649, USA
Phone (864) 321-6400
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Jackson Hewitt Tax Service
5 out of 5
Location 515B By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 388-0002
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Edward Jones - Financial Advisor: Dan Wilson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 111 E Laurens St, Laurens, SC 29360, USA
Phone (864) 715-1151
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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Marcus S New: Primerica - Financial Services
Location 722 Montague Ave, Greenwood, SC 29649, USA
Phone (864) 227-3414
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Regional Finance
4 out of 5
Location 716-B Montague Ave, Greenwood, SC 29649, USA
Phone (864) 388-4100
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Akin Investment Advisory
Location 104 Maxwell Ave Suite 333, Greenwood, SC 29649, USA
Phone (844) 742-2546
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Financial Advisors in Greenwood, SC

Where Certified Financial Advisors in Greenwood, SC Serve

Greenwood, SC is a charming city with a rich history and a vibrant community. It boasts several landmarks that are worth visiting, such as the Greenwood County Courthouse, the historic Lander University, and the Museum and Railroad Historical Center. The city is also home to a variety of top employers, including Fujifilm, Eaton Corporation, and Self Regional Healthcare. When it comes to major highways and streets, Greenwood is conveniently located near Interstate 26 and U.S. Route 25, which provide easy access to nearby cities like Greenville and Columbia. Additionally, the city has several major thoroughfares, such as Main Street and Montague Avenue, that are bustling with activity and lined with a variety of shops and restaurants. Greenwood is divided into several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greenwood, SC can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help the people of Greenwood is by assisting them in creating a solid financial plan. This is particularly important in a city like Greenwood, which has a diverse economy with industries ranging from healthcare to manufacturing. A financial advisor can help residents navigate the complexities of their financial situation, whether they are planning for retirement, saving for a child's education, or managing debt. In addition, a financial advisor can provide guidance on investment strategies, tax planning, and estate planning, all of which can help residents achieve financial security and peace of mind. With the help of a trusted financial advisor, residents of Greenwood can feel confident in their financial decisions and take control of their financial future.

Insurance Broker

Residents of Greenwood, SC can benefit greatly from the services of an insurance broker. With its diverse population and unique economic landscape, Greenwood presents a range of insurance needs that can be difficult to navigate alone. An insurance broker can help residents find the right policies for their needs, whether they are looking for health insurance, auto insurance, or homeowner's insurance. For example, an insurance broker can help residents find affordable policies that meet the specific requirements of Greenwood's growing healthcare industry, or help homeowners navigate the complex insurance landscape in the wake of natural disasters like hurricanes and floods. By working with an insurance broker, residents of Greenwood can rest assured that they are getting the coverage they need to protect themselves and their families.

Retirement Planning

Residents of Greenwood, SC can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Greenwood, SC navigate the complex world of retirement planning, ensuring that they are able to make the most of their retirement savings and investments. Specifically, a retirement planner can help residents of Greenwood, SC understand the tax implications of their retirement savings, as well as help them develop a comprehensive retirement plan that takes into account their unique financial situation and goals. Additionally, a retirement planner can help residents of Greenwood, SC navigate the often confusing world of Social Security, helping them to maximize their benefits and ensure that they are able to live comfortably in retirement. Overall, a retirement planner can be an invaluable resource for residents of Greenwood, SC who are looking to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Greenwood, SC can benefit greatly from the services of a wealth manager. A wealth manager can help residents with a variety of financial needs such as investment planning, retirement planning, tax planning, and estate planning. Specifically, for residents of Greenwood, SC, a wealth manager can help navigate the unique tax laws and regulations in South Carolina. They can also help residents plan for the future and ensure that their assets are protected and transferred to their loved ones in the most efficient way possible. With the help of a wealth manager, residents can have peace of mind knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Greenwood, SC can benefit greatly from the services of a mortgage loan officer. As a small town with a strong community feel, Greenwood is a place where people value homeownership and the stability it brings. A mortgage loan officer can help residents navigate the often complex process of buying a home, from determining how much they can afford to finding the right loan program for their needs. They can also assist with refinancing existing mortgages, which can be especially helpful in a town like Greenwood, where many people have lived in their homes for years and may be looking to lower their monthly payments or take advantage of lower interest rates. With the help of a mortgage loan officer, residents of Greenwood can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Greenwood, SC can benefit greatly from the assistance of a tax advisor. One of the most common ways that a tax advisor can help residents of Greenwood is by ensuring that they are taking advantage of all available tax deductions and credits. In Greenwood, where the economy is largely driven by manufacturing and healthcare, tax advisors can help residents who work in these industries navigate the complex tax laws that apply to them. Additionally, tax advisors in Greenwood can help residents who own small businesses understand the tax implications of their operations and make informed decisions about how to maximize their profits while minimizing their tax liability. Overall, a tax advisor can be a valuable resource for residents of Greenwood who want to ensure that they are making the most of their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Greenwood, SC can benefit from the services of an estate planning lawyer in a number of ways. For example, an estate planning lawyer can help residents create a will, which is crucial for ensuring that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents set up a trust, which can be used to manage assets and provide for loved ones. In Greenwood, SC, where many residents own property and have complex financial situations, an estate planning lawyer can also provide guidance on tax planning and asset protection. Overall, working with an estate planning lawyer can help residents of Greenwood, SC ensure that their wishes are carried out and their loved ones are taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Greenwood, SC