Lake Wylie, SC Financial Advisors and Resources



Financial Advisor Firms in Lake Wylie, SC


R.P. BOGGS & CO. WEALTH MANAGEMENT

Website

(803) 831-0911

4100 Charlotte Hwy.

Lake Wylie, SC 29710

SEC#: 801-113237
Years in Business: 3 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(704) 910-4987

244 Latitude Lane
Suite 105
Lake Wylie, SC 29710

SEC#: 801-78808
Years in Business: 7 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(704) 910-4987

244 Latitude Lane
Suite 105
Lake Wylie, SC 29710

SEC#: 801-78808
Years in Business: 7 years


How Retirement-Friendly is Lake Wylie, SC?

  • Population: 12,885
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $326,000
  • Average Monthly Housing Cost: $1,299
  • Average Household Income: $125,554
  • 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.)


Lake Wylie, SC Financial Advisor FAQs

Financial advisors get paid in commission, in residual income or in the form of a brokerage account.
Talk to friends, family members and even acquaintances for recommendations before making any final decisions.
Choosing a financial advisor is an important decision. Be sure to research each advisor thoroughly and hire them if their skills and services can meet your needs.
Financial advisors are best for people with complex financial needs, or who otherwise want the help of a professional to maximize their net worth.