Best Financial Advisors in Seneca, SC

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List of Firms

Seneca, SC Fiduciary Financial Advisors

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Truist
SEC File# 801-107729
CRD# 283390
4 out of 5
Location 975 By Pass, 123, Seneca, SC 29678, USA
Phone (864) 885-5090
Directions
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Dominion Mortgage and Financial Services, Inc.
Location 528-C Bypass 123, Seneca, SC 29678, USA
Phone (864) 882-1105
Directions
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Accounting & Service, LLC
Location 100 Century Plaza Dr Suite 7-G, Seneca, SC 29678, USA
Phone (864) 882-9301
Directions
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Edward Jones - Financial Advisor: Kenny Mohr
5 out of 5
Location 10873 Clemson Blvd Unit 112, Seneca, SC 29678, USA
Phone (864) 654-5987
Directions
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T Mitchell Pollock - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 100 Shorecrest Dr, Clemson, SC 29633, USA
Phone (864) 654-0837
Directions
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Core Financial Resources
4 out of 5
Location 103 Mountain View Dr, Seneca, SC 29672, USA
Phone (864) 882-1090
Directions
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Local Finance
4 out of 5
Location 213 Oconee Square Dr, Seneca, SC 29678, USA
Phone (864) 882-4122
Directions
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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
Directions
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Carolinas Wealth Management - Ameriprise Financial Services, LLC
Location 119A Professional Park Dr, Seneca, SC 29678, USA
Phone (800) 948-2706
Directions
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Van Der Noord Financial Advsrs
Location Patrick Square Town Center, 145 Thomas Green Blvd #205, Clemson, SC 29631, USA
Phone (864) 801-1977
Directions
Financial Advisors in Seneca, SC

Where Certified Financial Advisors in Seneca, SC Serve

Seneca, SC is a bustling city nestled in the foothills of the Blue Ridge Mountains. It is home to several notable landmarks, including the beautiful Lake Keowee and the scenic Issaqueena Falls. The city is also known for its thriving business community, with top employers like BorgWarner, Schneider Electric, and Duke Energy calling it home. Major highways like US-123 and SC-28 run through the city, providing easy access to nearby towns and cities. The streets of Seneca are lined with charming neighborhoods, each with its own unique character and charm. From the historic homes of Old Town to the modern developments of Keowee Key, there is something for everyone in this vibrant and dynamic city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Seneca, SC could benefit from a financial advisor in a variety of ways. For example, a financial advisor could assist with creating a budget and developing a savings plan to help residents achieve their financial goals. Additionally, a financial advisor could provide guidance on investing and retirement planning to ensure that residents are prepared for their future. One specific challenge that residents of Seneca may face is the impact of natural disasters on their finances. A financial advisor could help residents prepare for unexpected expenses and ensure that they have adequate insurance coverage to protect their assets in the event of a disaster. Overall, a financial advisor can be a valuable resource for residents of Seneca, helping them to make informed decisions about their finances and achieve their long-term goals.

Insurance Broker

Residents of Seneca, SC can greatly benefit from the assistance of an insurance broker, especially when it comes to navigating the complex world of insurance policies. With the help of an insurance broker, Seneca residents can find the right coverage for their unique needs and budget, whether it's for home, auto, or health insurance. Additionally, an insurance broker can help residents understand the specifics of their policies, such as deductibles and co-pays, and can also assist with filing claims and resolving any issues that may arise. For example, with the high risk of severe weather in Seneca, an insurance broker can help residents find the right coverage for potential damage to their homes or vehicles caused by storms. Overall, an insurance broker can provide invaluable support and guidance for Seneca residents looking to protect themselves and their assets.

Retirement Planning

Residents of Seneca, SC could benefit greatly from the services of a retirement planner. Retirement planners are experts in financial planning and can help Seneca residents create a personalized retirement plan that will ensure they can live comfortably in their golden years. One specific way a retirement planner could help residents of Seneca is by taking into account the unique cost of living in the area. Seneca is a small town located in Oconee County, which has a lower cost of living compared to other areas in South Carolina. A retirement planner can help residents of Seneca plan for their retirement by taking into account the lower cost of living and ensuring they have enough savings to cover their expenses. Additionally, a retirement planner can help Seneca residents navigate the complex world of retirement accounts and investments to create a portfolio that will provide long-term financial stability.

Wealth Management

Residents of Seneca, SC could benefit from the services of a wealth manager in several ways. One specific example is the management of retirement savings. Seneca is a retirement-friendly community, with a high percentage of residents aged 65 and older. A wealth manager could help these individuals plan for their retirement by creating a personalized investment strategy that takes into account their financial goals, risk tolerance, and other factors. The wealth manager could also provide guidance on Social Security benefits, Medicare, and other retirement-related issues that are specific to Seneca and its residents. Additionally, a wealth manager could assist with estate planning, tax planning, and other financial matters that can impact the long-term financial security of Seneca residents and their families.

Mortgage Loan Officer

Residents of Seneca, SC would greatly benefit from the services of a mortgage loan officer. These professionals specialize in helping individuals secure financing for their dream homes. Seneca, SC is a growing community with a diverse population, and a mortgage loan officer can offer personalized solutions to meet the unique needs of each resident. They can assist with everything from pre-approval to closing, and can provide guidance on available loan options and interest rates. Additionally, a mortgage loan officer can help residents navigate the complex world of real estate, ensuring that they make informed decisions and avoid costly mistakes. With their expertise and support, residents of Seneca, SC can achieve their homeownership goals and build a strong foundation for their future.

Tax Services

Residents of Seneca, SC could benefit greatly from the assistance of a tax advisor. One of the most common ways a tax advisor could help is by providing guidance on navigating the complex tax laws and regulations in the state of South Carolina. Specifically, Seneca residents may need help understanding the state's tax laws related to retirement income, as many retirees choose to settle in the area. Additionally, a tax advisor could assist residents in maximizing deductions and credits on their tax returns, potentially saving them a significant amount of money. With the help of a knowledgeable tax advisor, Seneca residents can feel confident in their tax planning and ensure they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Seneca, SC can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the preparation of wills and trusts. This is especially important in Seneca, as it is a retirement destination for many seniors. With an estate plan in place, seniors can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help with Medicaid planning, which is crucial for seniors who may need long-term care in the future. By working with an estate planning lawyer, residents of Seneca can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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