Retirement Planning in Greenwood, SC

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List of Firms

Top Retirement Planners in Greenwood, SC

Stokes Capital Advisors
SEC File# 801-106810
CRD# 281278
Location 101 Venture Ct, Greenwood, SC 29649, USA
Phone (864) 450-9051
Centaurus Financial Greenwood Location
Location 324 Montague Ave, Greenwood, SC 29649, USA
Phone (864) 943-2397
Northwestern Mutual Financial
Location 853 By-pass 72 NW, Greenwood, SC 29649, USA
Phone (864) 229-5062
Ashley Place

5 out of 5

Location 526 Haltiwanger Rd, Greenwood, SC 29649, USA
Phone (803) 618-3354
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
Foothills Wealth Management
Location 510 Reed Rd, Anderson, SC 29621, USA
Phone (864) 224-6312
Secure Financial Solutions
Location 904 W Poinsett St, Greer, SC 29650, USA
Phone (864) 801-0902
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About Greenwood, SC

Greenwood, SC is a small city in the Upstate of South Carolina. The city has a population of about 23,000 and is located about 25 miles west of downtown Greenville. Greenwood's economy is largely based on manufacturing, with major employers including BMW, GE Aviation, and Duke Energy. The city's main thoroughfares are Highway 25 and Highway 81, and its neighborhoods include Five Forks, Golden Grove, and Hillcrest.

About {Location} for Those Planning to Retire

Other Financial Planning Services for Retirement

Banks and Credit Unions

Greenwood, SC residents have a variety of banks and credit unions to choose from when it comes to their financial needs. While this may seem like a good thing at first, it can actually be quite confusing and overwhelming for people who aren't sure which institution is right for them. This guide will help to make the decision easier by outlining the benefits and drawbacks of both types of institutions.

Estate Planning Lawyer

Greenwood, SC residents can benefit greatly from working with an estate planning lawyer. An estate planning lawyer can help you create a will and other legal documents that will ensure your assets are distributed according to your wishes after you die. They can also help you set up trusts and other arrangements to protect your loved ones financially if something happens to you.

Mortgage Loan Officer

Greenwood, SC is a great place to live, with plenty of opportunity for growth. One important aspect of growth is home ownership, and a mortgage loan officer can help you navigate the process of getting a mortgage and buying a home.A good mortgage loan officer will work with you to find the best mortgage for your needs and guide you through the entire process. They can also help you avoid common mistakes that can lead to problems down the road.If you're looking to buy a home in Greenwood, SC, be sure to work with a qualified mortgage loan officer who can help make the process as smooth as possible.

Wealth Management

Greenwood, SC is a great place to live and work. But like all places, it has its share of financial challenges. A good wealth manager can help residents here overcome these challenges and make the most of their money.A wealth manager can provide much-needed guidance when it comes to investment planning, retirement planning, estate planning, and more. They can also help you stay on track with your financial goals and make sure you are taking full advantage of all the tax breaks available to you.If you are a Greenwood resident looking for help managing your finances, be sure to contact a wealth manager in your area today.

Financial Advisor

People living in Greenwood, SC can benefit by working with a financial advisor to help them save for their future. A financial advisor can help people create a savings plan and investment portfolio, as well as provide advice on insurance and retirement planning. Financial advisors can also help people manage their debt and make smart spending decisions.

Insurance Broker

Greenwood, SC is a great place to live. It has a small-town feel, while still being close to larger cities. But with any town, comes risk. That's why it's important for Greenwood residents to have an insurance broker they can trust.An insurance broker can help residents find the best coverage for their needs and budget. They'll work with you to identify potential risks and find the right policy to protect you and your family. Plus, an insurance broker will be there when you need them, helping you file claims and navigate through the complex world of insurance.So if you're a resident of Greenwood, SC, don't wait - contact an insurance broker today.

Tax Services

Greenwood, SC residents can benefit greatly by working with a tax accountant. An accountant can help residents understand their tax liabilities and ensure they are filing their taxes correctly. Additionally, an accountant can help residents find deductions and credits that they may be eligible for, which could save them money on their taxes.


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