Best Financial Advisors in Berkeley County, SC

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List of Firms

Berkeley County, SC Fiduciary Financial Advisors

Greg Dingle Financial Services
Location 118 Loganberry Cir, Goose Creek, SC 29445, USA
Phone (843) 824-2303
Directions
Dorothy Mae Mitchum: Primerica - Financial Services
5 out of 5
Location 314 Rembert C Dennis Blvd, Moncks Corner, SC 29461, USA
Phone (843) 899-7746
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 106 Executive Parkway Suite 2, Moncks Corner, SC 29461, USA
Phone (843) 899-5400
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 412 Drive In Ln Suite C, Moncks Corner, SC 29461, USA
Phone (843) 761-1100
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
First Command Financial Advisor - Bernie Still
Location 7301 Rivers Ave Ste 230, North Charleston, SC 29406, USA
Phone (843) 824-6629
Directions
First Command Financial Advisor - Dave Thompson
Location 208 W 7th N St, Summerville, SC 29483, USA
Phone (843) 871-0383
Directions
Frank Mc Guire - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 259 Seven Farms Drive Ste 200, Daniel Island, SC 29492, USA
Phone (843) 284-1237
Directions
R & R Financial Planners Inc
Location Goose Creek, SC 29445, USA
Phone (843) 797-2099
Directions
Financial Advisors in Berkeley County, SC

Where Certified Financial Advisors in Berkeley County, SC Serve

Berkeley County, located in the heart of South Carolina, boasts a rich history and vibrant community. From the towering Cypress Gardens to the historic Old Santee Canal Park, the county is home to a plethora of landmarks that showcase its unique heritage. In terms of employment, Berkeley County is a hub for manufacturing and distribution, with top employers including Volvo Car USA, Google, and JW Aluminum. These companies are located near major highways such as I-26, I-95, and US-52, making transportation and logistics a breeze. The county is also home to several charming neighborhoods, each with its own distinct character. From the quaint streets of Moncks Corner to the bustling town of Summerville, there's something for everyone in Berkeley County. Overall, Berkeley County is a dynamic and thriving community that continues to grow and evolve. With its rich history, top employers, and diverse neighborhoods, it's no wonder why so many people choose to call this county home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Berkeley County, SC can benefit greatly from the guidance of a financial advisor. With a median household income of $60,000 and a poverty rate of 12.6%, many families in the area could benefit from a professional's help in managing their finances. A financial advisor can assist in creating a budget, establishing savings goals, and developing a long-term investment plan to ensure financial stability. Additionally, with the high cost of living in the Charleston metropolitan area, a financial advisor can help residents navigate the housing market and make informed decisions about home ownership. Overall, a financial advisor can provide valuable support to residents of Berkeley County, SC in achieving their financial goals and improving their quality of life.

Insurance Broker

Residents of Berkeley County, SC can benefit from the expertise of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complex world of health insurance, ensuring that they have the coverage they need at a price they can afford. Additionally, an insurance broker can help homeowners in Berkeley County find the right coverage for their property, taking into account factors such as flood risk and hurricane exposure. With the help of an insurance broker, residents of Berkeley County can feel confident that they have the right insurance coverage to protect themselves and their families, no matter what life throws their way.

Retirement Planning

Residents of Berkeley County, SC can greatly benefit from the services of a retirement planner. With its growing population of retirees, a retirement planner can help residents navigate the complex world of retirement planning and ensure they have a secure financial future. Specifically, in Berkeley County, SC, a retirement planner can help residents take advantage of the many retirement communities and facilities in the area, such as the Del Webb Charleston community and the Summerville Estates. A retirement planner can also assist residents in understanding and maximizing their social security benefits, as well as creating a comprehensive retirement plan that takes into account their unique financial situation and goals. Overall, a retirement planner can provide invaluable guidance and support to the residents of Berkeley County, SC as they navigate the challenges and opportunities of retirement.

Wealth Management

Residents of Berkeley County, SC could benefit greatly from the services of a wealth manager. With the county's booming population and growing economy, a wealth manager could help residents navigate the complexities of managing their finances. Specifically, a wealth manager could assist with retirement planning, investment strategies, tax planning, and estate planning. For example, Berkeley County has a large military presence, and a wealth manager could help military families maximize their retirement benefits and plan for the future. Additionally, with the county's proximity to Charleston and the surrounding areas, a wealth manager could help residents take advantage of the many investment opportunities available in the region. Overall, a wealth manager could provide invaluable guidance and support to the residents of Berkeley County, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Berkeley County, SC can benefit greatly from the services of a mortgage loan officer. For starters, a loan officer can help residents secure financing for a new home or refinance an existing mortgage. This is particularly important in Berkeley County, where the median home value is higher than the national average. Additionally, a loan officer can help residents navigate the complex world of mortgage lending, which can be overwhelming for those who are unfamiliar with the process. They can provide guidance on the different types of loans available, as well as the pros and cons of each. Overall, a mortgage loan officer can be an invaluable resource for residents of Berkeley County who are looking to buy or refinance a home.

Tax Services

Residents of Berkeley County, SC could benefit greatly from the expertise of a tax advisor. With the county's growing population and economy, navigating the complexities of tax laws can be overwhelming for many individuals and businesses. A tax advisor can provide guidance on tax planning, preparation, and filing, as well as offer advice on deductions and credits specific to Berkeley County, such as those related to agriculture or tourism. Additionally, a tax advisor can help residents avoid costly mistakes and penalties, ensuring compliance with both federal and state tax regulations. Overall, working with a tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of Berkeley County, SC can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures that their clients' assets are distributed according to their wishes after they pass away. This is especially important for residents of Berkeley County, as the area has seen significant growth and development in recent years, leading to an increase in property values and assets. An estate planning lawyer can also help residents of Berkeley County minimize taxes and avoid probate, which can be a time-consuming and costly process. Additionally, an estate planning lawyer can help residents of Berkeley County plan for incapacity or disability, ensuring that their medical and financial decisions are made by someone they trust.

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