List of Firms
Sumter County, SC Fiduciary Financial Advisors
Edward Jones - Financial Advisor: Amanda B Miller
Financial Peace Investment Services
Edward Jones - Financial Advisor: Brant A Bahnmuller, AAMS™
Edward Jones - Financial Advisor: Charlie Burns
Edward Jones - Financial Advisor: Alexandria P Bovee
Phoenix Financial Services
P G Palmer & Co LLC
Dillard Financial Solutions: Dillard Teresa
Edward Jones - Financial Advisor: Nathan C Love, CFP®
Edward Jones - Financial Advisor: Calvin Rhoden, AAMS™
Edward Jones - Financial Advisor: David T Felder, CFP®|AAMS™
Bill H Stokes - Financial Advisor, Ameriprise Financial Services, LLC
Carolina Finance Co
Blazer Financial Services
Edward Jones - Financial Advisor: Catherine K Watkins, CFP®|AAMS™|CRPC®
First Command Financial Advisor - John Humphries
Daniel Wealth Management
Isaac Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
Axis Wealth Planning, LLC
Edward Jones - Financial Advisor: Blake English
First Command Financial Advisor - Mike Samsel
McIntosh Wealth Management of Raymond James
Edward Jones - Financial Advisor: Derrick C Fort, AAMS™
Where Certified Financial Advisors in Sumter County, SC Serve
Sumter County, located in the heart of South Carolina, is a vibrant and diverse community with a rich history and a promising future. From its iconic landmarks to its bustling neighborhoods, Sumter County is a place where tradition meets innovation and opportunity abounds. At the heart of Sumter County lies its vibrant downtown area, home to a variety of shops, restaurants, and cultural attractions. From the historic Sumter Opera House to the modern Patriot Hall, there is always something to see and do in downtown Sumter. But Sumter County is more than just its downtown. The county is home to a number of top employers, including Shaw Air Force Base, which employs thousands of military personnel and civilians. Other major employers in the area include Continental Tire, Walmart, and McLeod Health.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Sumter County, SC
A financial advisor in Sumter County, SC can provide a range of services to help clients achieve their financial goals. These services may include investment planning, retirement planning, tax planning, estate planning, and risk management. In Sumter County, SC, a financial advisor may also be able to provide specialized advice on local investment opportunities, such as real estate or agriculture. With their expertise in financial matters and knowledge of the local economy, a financial advisor in Sumter County, SC can help clients make informed decisions about their money and investments, while also navigating any unique challenges or opportunities presented by the local market. Whether clients are looking to save for retirement, grow their wealth, or protect their assets, a financial advisor in Sumter County, SC can provide personalized guidance and support to help them achieve their financial goals.
Sumter County, SC is undoubtedly the best place to get financial advising. With its diverse economy and thriving business community, Sumter County offers a unique blend of financial opportunities to both individuals and businesses alike. From investment management to retirement planning, the financial advisors in Sumter County are well-equipped to handle any financial challenge that comes their way. What sets Sumter County apart is its commitment to providing personalized financial advice that is tailored to each client's specific needs. With a deep understanding of the local economy and financial landscape, Sumter County financial advisors are able to offer expert guidance that is both comprehensive and nuanced. Whether you're a small business owner looking to expand your operations or an individual seeking to grow your personal wealth, Sumter County is the place to be for top-notch financial advice.
A financial planner in Sumter County, SC is tasked with providing comprehensive financial advice and guidance to individuals, families, and businesses in the area. They analyze financial data, assess risk tolerance, and develop customized investment strategies to help clients achieve their financial goals. In Sumter County, SC, financial planners must also be well-versed in the unique economic landscape of the region. The area is home to a diverse range of industries, including agriculture, manufacturing, and healthcare, which can have a significant impact on the financial planning needs of clients. Additionally, Sumter County, SC is known for its rich history and cultural heritage, which can present unique estate planning challenges. A skilled financial planner in this area must be able to navigate these complexities and provide tailored solutions that meet the specific needs of each client.
Sumter County, SC residents should consider reaching out to a financial advisor when they are facing complex financial situations that require expert guidance. With a population of over 100,000 people and a thriving economy, Sumter County is a hub of financial activity, ranging from small businesses to large corporations. As such, residents may find themselves dealing with intricate financial scenarios such as estate planning, retirement planning, and investment management. Furthermore, Sumter County is home to a diverse population with varying financial backgrounds, making it all the more important to seek professional advice. A financial advisor can help residents navigate these complexities by providing customized solutions tailored to their specific needs. Whether it's creating a comprehensive financial plan or managing investments, a financial advisor can offer invaluable insights and expertise to help Sumter County residents achieve their financial goals.
A financial advisor in Sumter County, SC must possess a unique set of qualities to cater to the needs of the community. Firstly, they should have a deep understanding of the local economy and investment landscape, which is heavily influenced by the presence of Shaw Air Force Base. Secondly, they must be able to communicate complex financial concepts in a clear and concise manner to clients who may not have a background in finance. Additionally, a financial advisor in Sumter County should be empathetic and patient, as many clients may be dealing with financial stress due to the high poverty rate in the county. Furthermore, they must be proactive and adaptable, as the county's economy is constantly evolving and may require different investment strategies. Overall, a successful financial advisor in Sumter County, SC must possess a unique combination of knowledge, communication skills, empathy, and adaptability to effectively serve the community.
Sumter County, SC is home to some of the top financial advising firms in the state. These firms offer a wide range of services, including investment management, retirement planning, and estate planning. One of the unique aspects of Sumter County is its strong military presence, with Shaw Air Force Base located in the county. As a result, many of these firms specialize in working with military families and veterans, offering tailored financial advice to meet their specific needs. Additionally, the firms in Sumter County pride themselves on their personalized approach to financial advising, taking the time to get to know each client and their individual goals. With a commitment to excellence and a deep understanding of the unique financial challenges facing their clients, the financial advising firms in Sumter County are truly a cut above the rest.
Financial advisors in Sumter County, SC can receive compensation in a variety of ways. One common method is through commissions earned on the sale of financial products, such as mutual funds or insurance policies. Additionally, advisors may charge a fee for their services, either as a percentage of the assets they manage or as a flat rate. In Sumter County specifically, financial advisors may also receive compensation through partnerships or affiliations with local banks or credit unions. Furthermore, due to the unique economic landscape of Sumter County, financial advisors may specialize in serving the needs of clients in industries such as agriculture or manufacturing. As a result, compensation structures may vary depending on the specific needs and goals of each client.