Greenville, SC Financial Advisors and Resources



Financial Advisor Firms in Greenville, SC


BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Website

(864) 527-0600

111 Millport Circle, Floor 2

Greenville, SC 29607

SEC#: 801-42913
Years in Business: 28 years

MATCH GRADE ADVISORS

Website

(864) 250-0661

400 Pettigru St

Greenville, SC 29601

SEC#: 801-114348
Years in Business: 2 years

HANOVER ADVISORS, INC

Website

(864) 235-6760

55 Beattie Place
Suite 205
Greenville, SC 29601

SEC#: 801-63150
Years in Business: 17 years

WCM GLOBAL WEALTH, LLC

Website

(864) 967-9838

201 Riverplace
Suite 500
Greenville, SC 29601

SEC#: 801-117029
Years in Business: 2 years

WEALTH MANAGEMENT ADVISORS, LLC

Website

(864) 236-4706

3 Legacy Park Road
Suite A
Greenville, SC 29607

SEC#: 801-79660
Years in Business: 7 years

PRIMETRUST ADVISORS LLC

Website

(864) 552-4020

101 College Street
Suite 1-B
Greenville, SC 29601

SEC#: 801-68762
Years in Business: 13 years

NOVUS ADVISORS

Website

(864) 272-3579

607 Pendleton Street
Suite 101-B
Greenville, SC 29601

SEC#: 801-78828
Years in Business: 7 years

REYNOLDS INVESTMENT MANAGEMENT INC

Website

(864) 232-8670

27 Cleveland Street, Ste 202

Greenville, SC 29601

SEC#: 801-40973
Years in Business: 29 years

NORRIS FINANCIAL GROUP, LLC

Website

(864) 235-6408

605 N. Main Street

Greenville, SC 29601

SEC#: 801-112958
Years in Business: 3 years


How Retirement-Friendly is Greenville, SC?

  • Population: 67,737
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $309,500
  • Average Monthly Housing Cost: $1,014
  • Average Household Income: $92,204
  • 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.)


Greenville, SC Financial Advisor FAQs

A financial advisor is necessary especially for people who are working towards more robust portfolios with many different accounts or investments.
Financial advisors offer valuable advice on how you should invest your money based on what is going on with the economy and upcoming political issues that may affect your investment strategies.
Invest with someone who is certified in his/her profession, preferably by the Certified Financial Planners Board of Standards® (CFP®).
Financial advisors all have different methods for compensation. Some common options include commission-based agreements or fee-for-service type arrangements.