Lexington County, SC Financial Advisors and Resources


Financial Resources for Lexington County, SC

Important Fiscal Dates for those in Lexington County, SC

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Financial Advisor Firms in Lexington County, SC


ASSET MANAGEMENT AND PLANNING, LLC

Website

(803) 739-6311

602 Meeting Street
Suite C
West Columbia, SC 29169

SEC#: 801-60743
Years in Business: 19 years

BURKETT FINANCIAL SERVICES, LLC

Website

(803) 794-3712

3101 Sunset Blvd

West Columbia, SC 29169

SEC#: 801-67535
Years in Business: 14 years


How Retirement-Friendly is Lexington County, SC?

  • Population: 290,278
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $162,800
  • Average Monthly Housing Cost: $931
  • Average Household Income: $79,492
  • 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.)


Lexington County, SC Financial Advisor FAQs

It varies how much they make, but typically they charge an hourly rate for work done and a percentage on assets managed unless it’s a commission-based type of system.
Don't be afraid to ask a lot of questions about your advisor's philosophy and approach to investing. You might want to get approval from a second opinion before you invest any money with any agency or person.
A financial advisor will help your family be more successful in pursuing goals such as saving for college or retirement. Financial planning is worth the investment-- especially when you consider how much the average American will spend on their children’s college education over time.
Financial advisors work in the realm of finance, helping people keep their finances in order.


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