Best Financial Advisors in Greenville County, SC

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List of Firms

Greenville County, SC Fiduciary Financial Advisors

Global View Investment Advisors
SEC File# 801-68500
CRD# 145499
5 out of 5
Location 420 E Park Ave Suite 303, Greenville, SC 29601, USA
Phone (864) 272-0818
Language https://globalviewinv.com/
Directions
Foster Victor Wealth Advisors
SEC File# 801-107775
CRD# 283656
5 out of 5
Location 10 Toy St Suite 200, Greenville, SC 29601, USA
Phone (864) 720-2000
Language https://fostervictor.com/
Directions
Michele Casey Huddleston - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 465 Woodruff Rd, Greenville, SC 29607, USA
Phone (864) 250-3000
Language https://www.ameripriseadvisors.com/michele.c.huddleston/?cid=IP_local_google
Directions
Huddleston & Associates, Ameriprise Financial
5 out of 5
Location 465 Woodruff Rd, Greenville, SC 29607, USA
Phone (864) 250-3000
Language http://michelehuddleston.com/
Directions
Baird Private Wealth Management
Location 300 N Main St Suite 400, Greenville, SC 29601, USA
Phone (864) 467-0007
Language http://www.bairdoffices.com/greenville-sc?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=297
Directions
Edward Jones - Financial Advisor: Camilo A Ruiz
Location 27 S Pleasantburg Dr #50, Greenville, SC 29607, USA
Phone (864) 255-5014
Directions
Michele Cockram - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 803 Roper Creek Dr, Greenville, SC 29615, USA
Phone (864) 292-3770
Language https://www.ameripriseadvisors.com/Michele.Cockram/?cid=IP_local_google
Directions
ASE Wealth Advisors
5 out of 5
Location 9 Buena Vista Way, Greenville, SC 29615, USA
Phone (864) 254-0032
Language http://www.aseadvisors.com/
Directions
Edward Jones - Financial Advisor: Corey E Phillips, AAMS™
Location 330 Pelham Rd Suite 100-B, Greenville, SC 29615, USA
Phone (864) 284-9981
Language https://www.edwardjones.com/us-en/financial-advisor/corey-phillips?y_source=1_OTYyNzgyLTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Ronald Blue Trust
Location 9 Halton Green Way, Greenville, SC 29607, USA
Phone (864) 233-7405
Language http://www.ronblue.com/
Directions
Prosperity Group Advisors, LLC
Location 3515 Pelham Rd suite 101, Greenville, SC 29615, USA
Phone (864) 989-0176
Language http://mymoneyissafe.com/
Directions
Norris Financial Group
SEC File# 801-112958
CRD# 129422
Location 605 N Main St, Greenville, SC 29601, USA
Phone (864) 235-6408
Language http://www.norrisfinancialgroup.com/
Directions
NorthEnd Private Wealth
Location 300 N Main St, Greenville, SC 29601, USA
Phone (864) 686-5355
Language https://www.northendprivatewealth.com/
Directions
Financial Advisors in Greenville County, SC

Where Certified Financial Advisors in Greenville County, SC Serve

Greenville County, SC is a vibrant and bustling area with numerous landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Falls Park on the Reedy to the historic Liberty Bridge, Greenville County has plenty of attractions to offer. The county is also home to major employers like BMW, Michelin, and GE, which provide thousands of jobs to the local community. Major highways and streets such as I-85, I-385, and Woodruff Road connect Greenville County to nearby cities and towns, making it a hub for transportation and commerce. The county is also home to a variety of neighborhoods, from the charming and historic West End to the upscale and modern Augusta Road area. With so much to offer, Greenville County is a truly unique and exciting place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greenville County, SC can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. With Greenville County's population of over 500,000 people, many of whom are nearing retirement age, it's important to have a solid plan in place to ensure a comfortable retirement. A financial advisor can help residents navigate the various retirement savings options available to them, such as 401(k)s and IRAs, and create a personalized plan that takes into account their individual financial goals and circumstances. Additionally, a financial advisor can provide advice on managing debt, creating a budget, and investing wisely, all of which can help residents of Greenville County achieve financial stability and security.

Insurance Broker

Residents of Greenville County, SC can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage for their specific needs. This is especially important in Greenville County, which has a diverse population with unique insurance needs. Secondly, an insurance broker can help residents save money on their insurance premiums by finding them discounts and bundling policies. This can be especially helpful for residents of Greenville County, which has a higher cost of living than many other areas in South Carolina. Lastly, an insurance broker can provide residents with personalized customer service and be available to answer any questions or concerns they may have about their insurance policies. This level of care and attention is especially important in a close-knit community like Greenville County, where residents value relationships and trust.

Retirement Planning

Residents of Greenville County, SC can greatly benefit from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a customized plan for each individual's retirement goals. This is especially important in Greenville County, as it is home to a large population of retirees and soon-to-be retirees. A retirement planner can help navigate the unique challenges and opportunities of the local economy, such as the booming healthcare industry and the growing downtown area. They can also provide guidance on tax planning, social security benefits, and investment strategies tailored to the individual's needs. With the help of a retirement planner, residents of Greenville County can feel confident and prepared for a comfortable retirement.

Wealth Management

Residents of Greenville County, SC could benefit from the services of a wealth manager in a number of ways. For example, a wealth manager could help residents of Greenville County plan for retirement, manage their investments, and create a financial plan that aligns with their long-term goals. Additionally, a wealth manager could provide guidance on tax planning and estate planning, helping residents maximize their wealth and minimize their tax liability. With Greenville County being a rapidly growing area, a wealth manager could also provide insight into local real estate markets and assist with property investments. Overall, a wealth manager could be a valuable resource for residents of Greenville County, helping them navigate the complexities of personal finance and achieve their financial objectives.

Mortgage Loan Officer

Residents of Greenville County, SC can benefit greatly from the services provided by a mortgage loan officer. These professionals specialize in helping individuals and families secure financing for their dream homes. One specific way that residents of Greenville County can benefit is by taking advantage of the area's growing real estate market. With a mortgage loan officer's help, residents can navigate the complexities of the home buying process and secure a loan that meets their unique needs and budget. Additionally, mortgage loan officers can help residents of Greenville County refinance their existing mortgages, allowing them to take advantage of lower interest rates or to access equity in their homes for other purposes. Overall, a mortgage loan officer can be a valuable resource for anyone looking to purchase or refinance a home in Greenville County, SC.

Tax Services

Residents of Greenville County, SC can benefit greatly from the expertise of a tax advisor. With the constantly changing tax laws and regulations, it can be difficult to navigate the tax system on your own. A tax advisor can assist residents in understanding the tax implications of their financial decisions, such as buying or selling property, starting a business, or investing in the stock market. Additionally, residents of Greenville County, SC may be eligible for certain tax credits or deductions specific to the area, such as the South Carolina Military Retirement Income Deduction. A tax advisor can help residents take advantage of these opportunities and potentially save them money on their taxes. Overall, a tax advisor can provide valuable guidance and support to residents of Greenville County, SC in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Greenville 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 will or trust that outlines how a person's assets should be distributed after they pass away. This is particularly important in Greenville County, as it has a rapidly growing population and a thriving economy. With a will or trust in place, residents can ensure that their loved ones are taken care of and that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents with other important tasks such as setting up power of attorney, creating a healthcare directive, and minimizing tax liabilities. Overall, working with an estate planning lawyer is a smart decision for anyone who wants to protect their assets and provide for their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Greenville County, SC

Financial advisors in Greenville County, SC offer a variety of services to help individuals and businesses manage their finances. One specific service that sets Greenville County apart is the focus on sustainable investing. Financial advisors in the area are well-versed in socially responsible investing strategies and can help clients align their investments with their values. Additionally, they can provide guidance on retirement planning, estate planning, tax strategies, and investment management. With the diverse economy in Greenville County, financial advisors must have a deep understanding of the local industries and market trends to provide the best advice to their clients. They work closely with clients to create customized financial plans that meet their unique needs and goals. Overall, financial advisors in Greenville County, SC are dedicated to helping their clients achieve financial success through personalized and comprehensive guidance.

Greenville County, SC is undoubtedly the best place to seek financial advising. The county is home to a plethora of top-notch financial advisors who provide personalized and comprehensive financial advice to their clients. What sets Greenville County apart is its thriving economy, which has attracted a diverse range of businesses and industries, resulting in a highly skilled workforce and a robust financial sector. Additionally, the county's low cost of living and favorable tax policies make it an ideal location for individuals and businesses seeking to maximize their financial resources. Whether you're looking to invest in real estate, plan for retirement, or grow your business, Greenville County's financial advisors have the expertise and experience to help you achieve your financial goals. So, if you're looking for financial advice that is tailored to your unique needs and goals, look no further than Greenville County, SC.