Retirement Planning in Seneca, SC

We did the hard work of finding trustworthy partners in Seneca, SC. Fill out the form to get connected.

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Seneca, SC

TruNorth Advisors, LLC
4 out of 5
Location 4 Leas Courtyard Dr, Seneca, SC 29672, USA
Phone (864) 882-9859
Directions
Ray Carothers - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 Shorecrest Dr, Clemson, SC 29633, USA
Phone (678) 665-3110
Directions
Van Der Noord Financial Advsrs
SEC File# 801-120664
CRD# 135556
Location Patrick Square Town Center, 145 Thomas Green Blvd #205, Clemson, SC 29631, USA
Phone (864) 801-1977
Directions
The Baker Financial Group
SEC File# 801-108531
CRD# 284840
4 out of 5
Location 208 Frontage Rd, Clemson, SC 29631, USA
Phone (864) 722-9202
Directions
Magnolia Financial Planning
SEC File# 801-114454
CRD# 135759
5 out of 5
Location 414 Old Clemson Hwy, Seneca, SC 29672, USA
Phone (864) 886-9766
Directions
Mass Mutual Financial Group
Location 9 Commons Blvd, Seneca, SC 29678, USA
Phone (864) 233-1665
Directions
Legacy Planning Group Inc
Location 209 Amethyst Way, Seneca, SC 29672, USA
Phone (864) 973-9719
Directions
Lundblade Financial Group
5 out of 5
Location 602 College Ave Suite 3, Clemson, SC 29631, USA
Phone (864) 986-4165
Directions
Edward Jones - Financial Advisor: Ben Lewis
SEC File# 801-3297
CRD# 250
Location 3100 SC-11 Suite D, Walhalla, SC 29691, USA
Phone (864) 718-5402
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Billy Jones
SEC File# 801-3297
CRD# 250
Location 501 Rochester Hwy Suite A2, Seneca, SC 29672, USA
Phone (864) 882-5763
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
The Residences at Park Place
5 out of 5
Location 115 Gillespie Rd, Seneca, SC 29678, USA
Phone (864) 882-0783
Directions
Edward Jones - Financial Advisor: Sharon M Mack, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 15889 Wells Hwy Suite 9, Seneca, SC 29678, USA
Phone (864) 886-9086
Directions
IQ Capital Strategy
Location 735 N Townville St, Seneca, SC 29678, USA
Phone (864) 886-2244
Directions
Vassey Financial Planning & Investments
5 out of 5
Location 140 Bountyland Rd, Seneca, SC 29672, USA
Phone (864) 718-0600
Directions
MATTHEW J. DIXON, RFC
Location 4 Leas Courtyard Dr, Seneca, SC 29672, USA
Phone (864) 882-9859
Directions
Crescent Financial Advisors - Jan S. Fredman & Lori T. Kelley
SEC File# 801-114128
CRD# 153101
Location 10704 Clemson Blvd, Seneca, SC 29678, USA
Phone (864) 888-2666
Directions
Consolidated Planning
Location 107 Sloan St #3, Clemson, SC 29631, USA
Phone (864) 650-1183
Directions
Blue Ridge Financial Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 Shorecrest Dr, Clemson, SC 29633, USA
Phone (864) 654-0837
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Chudyk Financial Services & Insurance Group
5 out of 5
Location 916 E North 1st St, Seneca, SC 29678, USA
Phone (864) 882-3781
Directions
Financial Dynamics
Location 140 Bountyland Rd, Seneca, SC 29672, USA
Phone (864) 718-0600
Directions
Sam Head - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 119A Professional Park Dr, Seneca, SC 29678, USA
Phone (800) 948-2706
Directions
Liberty Tax
5 out of 5
Location 685 Bypass 123 Suite A, Seneca, SC 29678, USA
Phone (864) 633-0238
Directions
Gray Wealth Management
SEC File# 801-80344
CRD# 169329
Location 809 E North 1st St, Seneca, SC 29678, USA
Phone (864) 873-9212
Directions
Edward Jones - Financial Advisor: Bob Thomas
SEC File# 801-3297
CRD# 250
Location 1510 Blue Ridge Blvd Ste 103, Seneca, SC 29672, USA
Phone (864) 985-1266
Directions
Edward Jones - Financial Advisor: Justin P Blakley
SEC File# 801-3297
CRD# 250
Location 807 Highway 123 Bypass, Suite 20, Seneca, SC 29678, USA
Phone (864) 882-1500
Directions
Golden Corner Wealth Advisors
SEC File# 801-118790
CRD# 309044
5 out of 5
Location 100 Century Plaza Dr # 5E, Seneca, SC 29678, USA
Phone (864) 888-8700
Directions
Legacy Financial Group
SEC File# 801-64293
CRD# 135059
Location 111 Broadbent Way, Anderson, SC 29625, USA
Phone (864) 225-1914
Directions
Bank of America (with Drive-thru ATM)
2 out of 5
Location Lowes/BI-LO/Keowee Village, 1313 Sandifer Blvd, Seneca, SC 29678, USA
Phone (864) 882-0032
Directions
Carolinas Wealth Management - Ameriprise Financial Services, LLC
Location 119A Professional Park Dr, Seneca, SC 29678, USA
Phone (800) 948-2706
Directions
Edward Jones - Financial Advisor: Kenny Mohr
SEC File# 801-3297
CRD# 250
5 out of 5
Location 10873 Clemson Blvd Unit 112, Seneca, SC 29678, USA
Phone (864) 654-5987
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: David W Stone, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 455 Hwy 123 Bypass, Suite F, Seneca, SC 29678, USA
Phone (864) 985-1301
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Oxford Advisory Group
SEC File# 801-124718
CRD# 319561
5 out of 5
Location 125 Eagles Nest Dr, Seneca, SC 29678, USA
Phone (864) 568-5438
Directions
Doug Jolley Retiring Sharp (Southern Health and Retirement Planning)
5 out of 5
Location 1186 Columbia Ave #102, Irmo, SC 29063, USA
Phone (803) 318-3684
Directions
Retirement Planning in Seneca, SC

About Seneca, SC for Those Planning to Retire

Seneca, SC is a charming town nestled in the foothills of the Blue Ridge Mountains. The town is home to several notable landmarks, including the historic Seneca Cotton Mill, which now houses a variety of shops and restaurants. Other must-see attractions include the Ram Cat Alley Historic District and the Lunney Museum, which showcases the town's rich history. As for top employers, Seneca is home to a diverse range of businesses, from manufacturing companies like BorgWarner and Schneider Electric to healthcare providers like Oconee Memorial Hospital. The town also boasts a thriving tourism industry, with many visitors flocking to nearby Lake Keowee and the surrounding mountains. When it comes to major highways and streets, Seneca is conveniently located near several major thoroughfares, including US-123, SC-28, and SC-59. These roads provide easy access to nearby cities like Greenville and Anderson, as well as popular destinations like Clemson University and the Blue Ridge Parkway.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Seneca, SC could be helped by a bank in numerous ways. For instance, a bank could provide them with loans to help them buy homes, start businesses, or pay for their children's education. Additionally, a bank could offer them checking and savings accounts to help them manage their finances and save money. Furthermore, a bank could offer them credit cards with low interest rates to help them make purchases and build their credit scores. Moreover, a bank could provide them with financial advice and guidance to help them make informed decisions about their money. Specifically, given that Seneca, SC is a small town with a population of about 8,000 people, a bank could play a crucial role in the local economy by providing residents with access to capital and financial services that they might not be able to find elsewhere.

Insurance Broker

Residents of Seneca, SC can benefit from the services of an insurance broker in a multitude of ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies, ensuring that they get the best coverage for their unique needs. This is particularly important in Seneca, SC, where the population is diverse and includes a significant number of retirees. An insurance broker can help retirees find policies that provide comprehensive health coverage, as well as long-term care insurance to protect their assets in case they require assisted living or nursing home care. Additionally, an insurance broker can assist residents in finding affordable car insurance, which is crucial in a town where many people rely on their vehicles to get around. Overall, an insurance broker can provide invaluable assistance to residents of Seneca, SC, helping them to protect their health, assets, and livelihoods.

Wealth Management

Residents of Seneca, SC could benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager could help them to create a personalized financial plan that takes into account their unique circumstances and goals. This could include strategies for saving for retirement, investing in the stock market, or paying off debt. Additionally, a wealth manager could provide guidance on how to navigate the complex tax laws in Seneca, SC, ensuring that residents are taking advantage of all available deductions and credits. Furthermore, given the importance of the tourism industry to the local economy, a wealth manager could help residents to invest in local businesses or real estate, providing them with a stake in the community's success. Overall, a wealth manager could help residents of Seneca, SC to achieve financial security and independence, while also contributing to the economic growth and prosperity of the region.

Financial Advisor

Residents of Seneca, SC could benefit from the expertise of a financial advisor in several ways. For instance, an advisor could help residents navigate the complexities of retirement planning, including creating a retirement savings plan and identifying investment opportunities that align with their goals. Additionally, a financial advisor could assist residents in managing their debt, whether it be student loans or credit card debt, and developing a plan to pay it off efficiently. Given the high prevalence of small businesses in Seneca, a financial advisor could also provide guidance on business planning, including creating a budget, forecasting revenue, and identifying potential funding sources. Furthermore, with Seneca's proximity to Clemson University, a financial advisor could help students and their families navigate the complex world of student loans and financial aid, ensuring they make informed decisions that set them up for financial success.

Mortgage Loan Officer

Residents of Seneca, SC can benefit from the expertise and services offered by mortgage loan officers in various ways. One of the most common ways is through the provision of customized mortgage solutions that cater to the unique needs of the community. This is particularly important in Seneca, which is known for its diverse population and varied housing market. Mortgage loan officers can help residents navigate the complexities of the local real estate market, including zoning laws, property taxes, and other regulations that may impact their ability to secure a mortgage. They can also provide guidance on the different types of mortgages available, such as fixed-rate, adjustable-rate, and government-backed loans, and help residents choose the best option for their financial situation. Additionally, mortgage loan officers can assist with pre-approval, application, and closing processes, ensuring a smooth and stress-free experience for Seneca residents looking to buy or refinance a home.

Tax Services

Residents of Seneca, SC can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is through the optimization of tax returns. A tax advisor can help residents of Seneca, SC navigate the complex tax regulations and identify deductions and credits that they might have otherwise missed. Furthermore, tax advisors can assist with tax planning, ensuring that residents of Seneca, SC are taking advantage of all available tax-saving opportunities. With the city's economy heavily reliant on manufacturing and agriculture, a tax advisor can also provide guidance on how to best manage taxes related to these industries. By working with a tax advisor, residents of Seneca, SC can ensure that they are maximizing their tax benefits and minimizing their tax liabilities, ultimately leading to financial stability and prosperity.

Estate Planning Lawyer

Residents of Seneca, SC can benefit greatly from the services of an estate planning lawyer. One specific way in which they can be helped is by creating a comprehensive estate plan that takes into account the unique characteristics of Seneca, SC. This could include ensuring that any property or assets are properly titled and accounted for, as well as incorporating provisions for any local taxes or regulations that may impact the distribution of assets. Additionally, an estate planning lawyer can assist with the creation of a living will or healthcare directive, which is especially important in a community like Seneca, SC where residents may have specific medical needs or concerns. By working with an experienced estate planning lawyer, residents of Seneca, SC can ensure that their wishes are carried out and their loved ones are protected in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs