Aiken County, SC Financial Advisors and Resources

Financial Advisor Firms in Aiken County, SC



(803) 648-3003

137 Old Market Street, Ste 203

Aiken, SC 29803

SEC#: 801-112164
Years in Business: 3 years

How Retirement-Friendly is Aiken County, SC?

  • Population: 168,301
  • % of Population 62 Years and Over: 22.9%
  • Average Home Value: $159,700
  • Average Monthly Housing Cost: $774
  • Average Household Income: $68,799
  • South Carolina Total Tax Burden: 7.45% (11th Lowest in U.S.)
  • South Carolina Property Tax: 2.77% (24th Lowest in U.S.)
  • South Carolina Individual Income Tax: 1.99% (17th Lowest in U.S.)
  • South Carolina Sales and Excise Tax: 2.69% (9th Lowest in U.S.)

Aiken County, SC Financial Advisor FAQs

It's important to find out if the advisor is registered in your state, so you can verify she has met the requirements. The most important question in this regard is whether or not they are also registered with the Securities and Exchange Commission (SEC) for investment actions, including when they give advice on stocks and shares.
If you have specialized investments or complex questions about taxes, an advisor might be the best choice for you. Financial advisors also take on less risk than individuals because they can balance their allocations across several different types of investment vehicles, instead of investing in just one kind of asset class.
Financial advisors primarily help clients come up with a plan for how to save, spend or give money. They make recommendations about investments and other financial products such as insurance policies.
Find an advisor knowledgeable about your risk tolerance, retirement age, and other factors that affect your investing decision-making process, like what current investments or bonds you already have in place—and that has experience handling other clients' needs.