Best Financial Advisors in Lexington County, SC

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List of Firms

Lexington County, SC Fiduciary Financial Advisors

Heath Bartlett - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 947A E Main St, Lexington, SC 29072, USA
Phone (803) 957-3622
Edward Jones - Financial Advisor: Lindsay Cox, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 111 B Ivy Park Ln, Lexington, SC 29072, USA
Phone (803) 808-5993
Crescent Financial Group
SEC File# 801-78808
CRD# 168267
5 out of 5
Location 416 W Main St, Lexington, SC 29072, USA
Phone (803) 399-2000
Berry Financial Group
Location 1520 N Lake Dr, Lexington, SC 29072, USA
Phone (803) 359-2000
Global View Investment Advisors
Location 102 Longford Ct, Lexington, SC 29072, USA
Phone (803) 610-2958
Luke Harris - Thrivent
Location 1909 Augusta Hwy, Lexington, SC 29072, USA
Phone (803) 756-4100
Frank Douglass, CPA CFP
5 out of 5
Location 123 Library Hill Ln B, Lexington, SC 29072, USA
Phone (803) 399-1790
Financial Advisors in Lexington County, SC

Where Certified Financial Advisors in Lexington County, SC Serve

Lexington County is a county located in the U.S. state of South Carolina. As of the 2010 census, the population was 262,391, making it the second-most populous county in the state. The county seat is Lexington. Some of the landmarks in Lexington County include Lake Murray, the Saluda River, and Fort Jackson. The top employers in Lexington County are BMW Manufacturing Co., Fort Jackson, and Palmetto Health Baptist Parkridge. Major highways and streets in Lexington County include I-26 and U.S. 1. Some of the neighborhoods in Lexington County include Dutch Fork, Ballentine, and West Columbia.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lexington County, SC have a number of banking options to choose from. Banks offer a variety of services, which can be divided into two categories: personal and commercial. Personal services include checking and savings accounts, loans (auto, home, personal), credit cards, and online banking. Commercial services include business checking and savings accounts, loans (business, real estate), merchant services, cash management, and online banking. Banks also offer other special services such as safe deposit boxes and wire transfers.

Insurance Broker

Residents of Lexington County, SC have a lot to gain from working with an insurance broker. An insurance broker can help you find the best rates for car, health, and homeowners insurance. They can also help you find the right coverage for your needs and budget. If you live in Lexington County, SC, it's definitely worth your time to consult with an insurance broker.

Retirement Planning

Financial advisors can help Lexington County, SC residents with retirement planning in a number of ways. They can provide information on what to expect during retirement, how to save for retirement, and how to make the most of retirement funds. Additionally, they can work with individuals and families to create a plan that meets their specific needs and goals. By working with an advisor, Lexington County residents can feel confident that their retirement planning is in good hands.

Wealth Management

Residents of Lexington County, SC have the opportunity to take advantage of wealth management services in order to help them grow their money and protect their assets. By working with a wealth manager, individuals can create a personalized plan that will allow them to save for retirement, invest for the future, and protect their finances during difficult times. Additionally, wealth managers can offer guidance on estate planning and tax issues, which can help residents keep more of their hard-earned money.

Estate Planning Lawyer

Lexington County, SC residents who want to make sure their estate planning is in order can work with an estate planning lawyer. Estate planning lawyers can help residents of Lexington County, SC create wills and trusts, which will ensure that their property is distributed according to their wishes after they die. They can also help residents of Lexington County, SC set up guardianship arrangements for their children in the event that both parents die simultaneously.

Mortgage Loan Officer

Mortgage loan officers in Lexington County, SC can help residents by providing them with the best possible rates and terms on home loans. They can also offer advice on choosing the right type of loan, and they can assist residents in getting their mortgage applications approved. In addition, mortgage loan officers can provide information on home buying and refinancing, and they can help residents to understand the terms of their mortgages.

Tax Services

Residents of Lexington County, SC can benefit in a number of ways from working with a tax accountant. The most obvious benefit is that tax accountants have expertise in preparing and filing taxes correctly. This can save taxpayers time and money, since incorrect filings can lead to fines and penalties from the IRS. Tax accountants can also help residents save on their taxes through strategic planning. By taking advantage of deductions and credits available to them, taxpayers can reduce their taxable income and keep more money in their pockets. In addition, tax accountants can provide valuable advice on retirement planning, estate planning, and other financial matters. By working with an accountant, Lexington County residents can get the peace of mind that comes from knowing they are taking care of their finances wisely.


FAQs About Personal Financial Advisors in Lexington County, SC