Best Financial Advisors in York County, SC

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List of Firms

York County, SC Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Chase Wilson
Location 1514 Alexander Love Hwy Suite 114, York, SC 29745, USA
Phone (803) 684-0330
Directions
Edward Jones - Financial Advisor: Michael Penn
Location 998 Riverwalk Parkway Suite 206, Rock Hill, SC 29730, USA
Phone (803) 328-8438
Directions
King Wealth Partners
5 out of 5
Location 744 Arden Ln STE 175, Rock Hill, SC 29732, USA
Phone (803) 242-8343
Directions
Palmetto Investment Consultants, LLC
5 out of 5
Location 305 Oakland Ave, Rock Hill, SC 29730, USA
Phone (803) 909-7000
Directions
Edward Jones - Financial Advisor: Robert W Winkler, AAMS™
5 out of 5
Location 128 N Congress St Suite A, York, SC 29745, USA
Phone (803) 684-3725
Directions
Financial Advisors in York County, SC

Where Certified Financial Advisors in York County, SC Serve

York County, SC is a bustling and vibrant area located in the heart of the state. The county boasts a number of impressive landmarks, including the historic Brattonsville plantation, the stunning Catawba River, and the popular Anne Springs Close Greenway. As for top employers, York County is home to a diverse range of businesses, from major manufacturing companies like 3M and Schaeffler Group to healthcare providers like Piedmont Medical Center and Carolinas Medical Center. Major highways and streets in the area include I-77, US-21, and SC-5, providing easy access to nearby cities like Charlotte and Rock Hill. And with a variety of neighborhoods to choose from, including the charming town of Fort Mill and the upscale community of Tega Cay, there's something for everyone in York County, SC.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of York County, SC can benefit greatly from the guidance of a financial advisor. With the county's growing population and diverse economy, a financial advisor can help individuals navigate the various investment options available to them and create a personalized plan for their financial future. Additionally, with the county's close proximity to Charlotte, NC, a financial advisor can assist residents in managing their finances across state lines and taking advantage of any cross-border opportunities. Whether it's planning for retirement, saving for a child's education, or managing debt, a financial advisor can provide valuable insight and expertise to help residents of York County, SC achieve their financial goals.

Insurance Broker

Residents of York County, SC can benefit greatly from the services of an insurance broker. With a broker, individuals can receive personalized guidance on selecting the right insurance policies to meet their unique needs. For example, in York County, SC, where severe weather events like tornadoes and hurricanes are common, an insurance broker can help residents choose policies that provide adequate coverage for property damage caused by these types of events. Additionally, brokers can help residents navigate the complexities of health insurance and find policies that offer the best coverage for their specific medical needs. By working with an insurance broker, residents of York County, SC can ensure that they have the right insurance coverage to protect themselves and their families from unexpected events.

Retirement Planning

Residents of York County, SC could benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner could help is by creating a personalized retirement plan that takes into account the specific needs and goals of each individual. This is especially important in York County, where the cost of living can be high and many residents may need to carefully budget their retirement income. A retirement planner could also help residents navigate the complex world of retirement savings and investment options, ensuring that they are making the most of their resources and maximizing their potential for long-term financial security. Overall, a retirement planner could be an invaluable resource for anyone in York County who is looking to plan for a comfortable and financially stable retirement.

Wealth Management

Residents of York County, SC can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in York County, where many residents are retirees or nearing retirement age. A wealth manager can help these individuals navigate complex financial decisions such as retirement planning, investment management, and estate planning. Additionally, a wealth manager can provide guidance on tax-efficient strategies and help ensure that residents are taking advantage of all available tax benefits. With the help of a skilled wealth manager, residents of York County can feel confident in their financial future and enjoy a comfortable retirement.

Mortgage Loan Officer

Residents of York County, SC can benefit greatly from the services of a mortgage loan officer. With a booming real estate market and a growing population, many individuals in York County are looking to purchase homes or refinance their current mortgages. A mortgage loan officer can provide valuable assistance in helping residents navigate the complex process of securing a mortgage. They can offer advice on the best loan options available and help residents understand the terms and conditions of their mortgage. Additionally, mortgage loan officers can help residents with credit issues or other financial challenges that may impact their ability to secure a mortgage. Overall, the expertise and guidance of a mortgage loan officer can be invaluable for residents of York County looking to achieve their homeownership goals.

Tax Services

Residents of York County, SC can benefit greatly from seeking the advice of a tax advisor. With its growing population and diverse economy, there are many specific tax issues that residents may face. For example, many York County residents work in Charlotte, NC, which can lead to complicated tax situations due to working across state lines. Additionally, the county has a large number of retirees, who may have unique tax considerations related to their retirement income. A tax advisor can help residents navigate these complex tax situations and ensure that they are taking advantage of all available deductions and credits. By seeking the advice of a tax advisor, York County residents can save money and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of York County, SC can benefit greatly from the services of an estate planning lawyer. Specifically, an estate planning lawyer can help residents of York County, SC ensure that their assets are distributed according to their wishes after they pass away. This is especially important in York County, SC, where many families have deep roots and strong ties to the community. An estate planning lawyer can also help residents of York County, SC minimize the tax burden on their estates, which can be a significant concern for those with substantial assets. Additionally, an estate planning lawyer can help residents of York County, SC establish guardianships for their minor children and make sure that their healthcare wishes are respected in the event of incapacitation. Overall, an estate planning lawyer can provide valuable guidance and peace of mind to residents of York County, SC as they plan for the future.

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