Sumter County, SC Financial Advisors and Resources

Financial Advisor Firms in Sumter County, SC



(803) 778-8271

One Broad Street

Sumter, SC 29151

SEC#: 801-19690
Years in Business: 38 years

How Retirement-Friendly is Sumter County, SC?

  • Population: 106,757
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $137,900
  • Average Monthly Housing Cost: $752
  • Average Household Income: $59,059
  • 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.)

Sumter County, SC Financial Advisor FAQs

The method varies for different industries, but the most common way financial advisors get paid is through commissions.
Financial advisors vary in their areas of expertise and experience. A good place to start is to look on their website for an Investors Questionnaire, which can help you clarify your needs as they relate to different planning stages.
Financial advisors are professionals who manage other people's money. That's what they do best, and that is why they're successful at their job. They're not budgeting experts nor are they legal scholars, but both play an important role in achieving success with their clients' finances long-term.
The best financial advisors possess an incredible understanding of money management that they use to guide clients in making sound decisions about where to put their cash and how it should be used.