West Columbia, SC Financial Advisors and Resources



Financial Advisor Firms in West Columbia, 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 West Columbia, SC?

  • Population: 17,641
  • % of Population 62 Years and Over: 24%
  • Average Home Value: $148,200
  • Average Monthly Housing Cost: $853
  • Average Household Income: $64,733
  • 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.)


West Columbia, SC Financial Advisor FAQs

A typical approach to developing a financial strategy would include assessing an individual's or company's needs and resources; analyzing risk; making investment recommendations; overseeing day-to-day aspects of the portfolio, if any (managing assets, keeping records); and educating clients about concepts like risk diversification and goal setting.
Yes. You need a financial advisor in order to plan your finances in an intelligent way, and help you make good decisions when it comes to money - since, let's face it, we often make bad decisions when it comes to our own personal finances.
Choose someone who clearly explains what they do and charges you fees that are based on the service they provide. Ask if there is a conflict of interest between their company and other companies within your portfolio. Make sure you know how frequently they trade in your portfolio.
Financial advisors are compensated on a commission basis, meaning that they are only paid when clients purchase financial products on the advice of the advisor. Assets can also be sold for a commission, but this is usually done at the request of the client rather than as advice to them.