Best Financial Advisors in Seneca, SC

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Seneca, SC Fiduciary Financial Advisors

Core Financial Resources

4 out of 5

Location 103 Mountain View Dr, Seneca, SC 29672, USA
Phone (864) 882-1090
David Monckton - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 119A Professional Park Dr, Seneca, SC 29678, USA
Phone (800) 498-2706
Local Finance

4 out of 5

Location 213 Oconee Square Dr, Seneca, SC 29678, USA
Phone (864) 882-4122
Carolinas Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 119A Professional Park Dr, Seneca, SC 29678, USA
Phone (800) 948-2706
Accounting & Service, LLC
Location 100 Century Plaza Dr Suite 7-G, Seneca, SC 29678, USA
Phone (864) 882-9301
Edward Jones - Financial Advisor: Kenny Mohr
SEC File# 801-3297
CRD# 250

5 out of 5

Location 10873 Clemson Blvd Unit 112, Seneca, SC 29678, USA
Phone (864) 654-5987
Truist

4 out of 5

Location 975 By Pass, 123, Seneca, SC 29678, USA
Phone (864) 885-5090
Dominion Mortgage and Financial Services, Inc.
Location 528-C Bypass 123, Seneca, SC 29678, USA
Phone (864) 882-1105
T Mitchell Pollock - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 100 Shorecrest Dr, Clemson, SC 29633, USA
Phone (864) 654-0837
Van Der Noord Financial Advsrs
SEC File# 801-120664
CRD# 135556
Location Patrick Square Town Center, 145 Thomas Green Blvd #205, Clemson, SC 29631, USA
Phone (864) 801-1977
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About Seneca, SC

Seneca, SC is a small town located in the Upstate region of South Carolina. The town is home to several small businesses and a few major employers, including Clemson University. Major highways and streets in the town include I-85 and US 123. The town is also home to several neighborhoods, including Bradley Pointe, Waters Edge, and Fox Creek.

Where Certified Financial Advisors in Seneca, SC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide the financial infrastructure that allows businesses to grow and thrive, and they offer valuable services to their customers. In Seneca, SC, there are several banks that offer a variety of products and services to their customers. The largest bank in the area is Wells Fargo Bank. They have branches all over the country, and they offer a wide range of products and services to their customers. Their website says that they offer "everyday banking, mortgages, home equity loans, credit cards, auto loans, investments, and more." Another large bank in the area is First Citizens Bank. This bank has been around for over 100 years, and it offers a full range of products and services to its customers. They have locations all over South Carolina, as well as in North Carolina and Georgia. There are also several small banks in the area that offer limited products and services. These banks may be a good option for those who are looking for a more personal relationship with their banker.

Insurance Broker

Residents of Seneca, SC can rely on insurance brokers to help them find the best coverage for their needs. Brokers are knowledgeable about the different types of insurance available, and they can help residents compare rates and choose the policy that is best for them. Residents who are looking for car insurance, health insurance, or homeowners insurance should contact a broker to get started.

Retirement Planning

In Seneca, SC, many residents are nearing retirement age and have started to think about what that will look like. For some, this includes working with a financial advisor to create a plan for their retirement years. Financial advisors can help residents of Seneca by providing guidance on how to save for retirement, what investments to make, and how to handle debts and other expenses. By creating a plan with the help of a financial advisor, Seneca residents can feel more confident as they approach retirement.

Wealth Management

Residents of Seneca, SC have a lot to be thankful for. The town is located in the heart of the beautiful Blue Ridge Mountains and is home to many friendly people. But with great blessings come great responsibilities, and one of those responsibilities is taking care of your finances. That's where wealth management comes in. Wealth management can help you make the most of your money by providing you with guidance and advice on how to save, invest, and spend your money wisely.

Estate Planning Lawyer

Estate planning lawyers in Seneca, SC can help residents protect their assets and plan for the future. Working with an estate planning lawyer is a great way to ensure that your wishes are carried out after you die, and that your loved ones are taken care of financially. An estate planning lawyer can also help you set up trusts and other legal structures to protect your assets from creditors and predators. If you live in or near Seneca, SC, it is important to consult with an estate planning lawyer to make sure your assets are protected.

Mortgage Loan Officer

Mortgage loan officers can help Seneca, SC residents by providing them with the best rates and options for their home loans. They can also help residents understand the mortgage process, and work with them to find the best loan for their needs. In addition, mortgage loan officers can provide advice on choosing a home, and how to get the most value for your money.

Tax Services

Residents of Seneca, SC can benefit from the services of tax accountants. These professionals can help residents prepare their tax returns and file them in a timely manner. In addition, tax accountants can offer advice on how to reduce one's tax liability. By taking advantage of the services offered by tax accountants, residents of Seneca, SC can save time and money.

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