Find a Financial Advisor in Florence County, SC

 

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We did the hard work of finding trustworthy partners in Florence County, SC.

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We Only Work With The Best Florence County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Florence County, SC

  • Financial Advisor Close to Florence County, SC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Florence County, SC

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Florence County, SC

We evaluated over 13,000 RIA firms to bring you the best of the best Florence County financial advisors.
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How Retirement-Friendly is Florence County, SC?

  • Population: 138,475
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $151,800
  • Average Monthly Housing Cost: $759
  • Average Household Income: $66,648
  • 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.)



The Top Financial Advisor Firms in Florence County, SC

 

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Website

(843) 665-6321

1411 Second Loop Road

Florence, SC 29505

SEC#: 801-61500
Years in Business: 19 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(843) 519-1100

135 S. Dargan Street
Suite 200
Florence, SC 29506

SEC#: 801-69815
Years in Business: 12 years

CANTELLA & CO., INC.

Website

(843) 398-2873

185 West Evans Street

Florence, SC 29501

SEC#: 801-60841
Years in Business: 19 years

HORACE MANN INVESTORS, INC.

Website

(843) 662-6758

121 South Warley Street

Florence, SC 29501

SEC#: 801-80964
Years in Business: 6 years

CANTELLA & CO., INC.

Website

(843) 398-2873

185 West Evans Street

Florence, SC 29501

SEC#: 801-60841
Years in Business: 19 years

 


Florence County, SC Financial Advisor FAQs

First, what kind of service are they offering? Do they offer a mix of both investment and insurance services- or just one or the other? Next, ask them how long they've been working as a financial advisor.
Yes. Things like retirement planning can be complicated and there are typically more questions than answers. Consultation will provide insights into your specific situation which will provide you with answers based on how your unique needs should come first in all decisions.
A financial advisor will help you build a personalized plan to achieve your financial goals. This involves taking the time to understand who you are, what's important to you, and what your current situation is.
Check their track record - meaning how long they've been in business. An unreliable advisor will close up shop once things stop going well within a year or two at most. Go for someone who has had an experience of at least five years or more.


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