Wealth Management in Pickens County, SC

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List of Firms

Pickens County, SC Wealth Management Firms

Merrill Lynch Wealth Management Advisor Chris LeCroy
Location 105 Wall St Suite 1, Clemson, SC 29631, USA
Phone (864) 654-8625
Directions
Gray Wealth Management
SEC File# 801-80344
CRD# 169329
5 out of 5
Location 809 E North 1st St, Seneca, SC 29678, USA
Phone (864) 873-9212
Time Monday: 10:00 AM – 5:00 PM Tuesday: 10:00 AM – 5:00 PM Wednesday: 10:00 AM – 5:00 PM Thursday: 10:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Directions
SEC File# 801-80992
CRD# 2748
Location 330 E Coffee St, Greenville, SC 29601, USA
Phone (864) 527-5920
Directions
Datatax Inc.
4 out of 5
Location 310 E Main St, Pickens, SC 29671, USA
Phone (864) 878-3505
Directions
Sage Capital Wealth Management
Location 112 Haywood Rd, Greenville, SC 29607, USA
Phone (864) 289-2160
Directions
Upstate Wealth Management
5 out of 5
Location 200 S Main St A, Greenville, SC 29601, USA
Phone (864) 655-4700
Directions
West Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8 S Poinsett Hwy, Travelers Rest, SC 29690, USA
Phone (864) 565-8228
Directions
Williams Wealth Management
Location 130 S Main St #600, Greenville, SC 29601, USA
Phone (864) 282-2935
Directions
Wagner Wealth Management
SEC File# 801-69561
CRD# 148221
5 out of 5
Location 3 Legacy Park Rd a, Greenville, SC 29607, USA
Phone (864) 236-4706
Directions
Edward Jones - Financial Advisor: David Grant
SEC File# 801-3297
CRD# 250
4 out of 5
Location 302 Griffin St, Pickens, SC 29671, USA
Phone (864) 898-0550
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
Carolinas Wealth Management
Location 119-A Professional Park Dr, Seneca, SC 29678, USA
Phone (800) 948-2706
Directions
COPE Wealth Management Group
Location 530 US-123 e1, Seneca, SC 29678, USA
Phone (864) 888-4310
Directions
Cline Financial Partners
Location 405 Crossbill Ct, Salem, SC 29676, USA
Phone (864) 719-0229
Directions
SEC File# 801-117944
CRD# 122477
Location E Broad St, Greenville, SC 29601, USA
Phone (864) 312-5302
Directions
Carolinas Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 119A Professional Park Dr, Seneca, SC 29678, USA
Phone (800) 948-2706
Directions
Goldfinch Wealth Management
Location 325 Rocky Slope Rd Suite 302, Greenville, SC 29607, USA
Phone (864) 375-4700
Directions
SEC File# 801-69141
CRD# 147092
Location 1990 Augusta St #202, Greenville, SC 29605, USA
Phone (864) 527-5990
Directions
SEC File# 801-114896
CRD# 287766
Location 420 River St, Greenville, SC 29601, USA
Phone (864) 627-9150
Directions
Foothills Wealth Management
Location 107 Ram Cat Alley, Seneca, SC 29678, USA
Phone (864) 888-8800
Directions
Bynum Financial Group Inc
1 out of 5
Location 3715, 206 Couch Ln d, Easley, SC 29642, USA
Phone (864) 859-7703
Directions
John H. Stephens Jr. - RBC Wealth Management Financial Advisor
Location 401 N Main St 2nd Floor, Greenville, SC 29601, USA
Phone (864) 255-4803
Directions
Merrill Lynch Wealth Management
Location 355 S Main St, Greenville, SC 29601, USA
Phone (864) 653-6169
Directions
Wealth Management in Pickens County, SC

Where Wealth Management Advisors in Pickens County, SC Serve

Nestled in the foothills of the Blue Ridge Mountains, Pickens County, SC boasts a rich history and diverse culture. From the iconic Table Rock Mountain to the charming downtown of Easley, this county is a treasure trove of landmarks and attractions. Home to major employers like BMW, Michelin, and Clemson University, Pickens County is a hub of economic activity. The county is also intersected by major highways like I-85 and US-123, making it easily accessible from nearby cities. From the historic neighborhoods of Central to the bustling streets of Pickens, this county offers a range of living options for residents. Whether you're looking for a quiet suburban retreat or a lively downtown atmosphere, Pickens County has something for everyone. So come explore this vibrant community and discover all that Pickens County has to offer.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Pickens County, SC can benefit from a bank in several ways. Firstly, a bank can provide them with a safe and secure place to deposit their money. This is particularly important in Pickens County, which has a relatively high crime rate compared to other counties in South Carolina. Secondly, a bank can offer financial products and services that can help residents achieve their financial goals. For example, a bank can provide loans to residents who want to start a business or buy a home. Additionally, a bank can offer investment advice and help residents plan for their retirement. Finally, a bank can be a source of community support. Banks in Pickens County often sponsor local events and charities, which helps to build a stronger sense of community and promote economic growth. In short, a bank can be an invaluable resource for residents of Pickens County, providing them with financial security, guidance, and community support.

Insurance Broker

Residents of Pickens County, SC can benefit from an insurance broker in numerous ways. Firstly, an insurance broker can assist residents in navigating the complex insurance market and selecting the most suitable insurance policies for their unique needs. This is particularly important in Pickens County, which is home to a diverse population with varying insurance requirements. An insurance broker can also provide residents with expert advice on risk management and help them mitigate potential risks. Furthermore, an insurance broker can negotiate with insurers on behalf of residents, ensuring that they receive the best possible rates and coverage. In addition, an insurance broker can provide ongoing support and assistance in the event of a claim, helping residents to navigate the claims process and ensure that they receive the compensation they are entitled to. Overall, an insurance broker can provide invaluable support and guidance to residents of Pickens County, helping them to protect their assets, manage risk, and achieve greater peace of mind.

Retirement Planning

Residents of Pickens County, SC can benefit greatly from the services of a retirement planner. With an aging population and a median age of 44, many individuals in Pickens County are approaching retirement age and may not have a clear plan in place for their financial future. A retirement planner can provide guidance on how to maximize retirement savings, navigate complex tax laws, and create a sustainable income stream for the future. Additionally, Pickens County has a large rural population, which may require specialized planning for estate and succession planning for family-owned businesses or farms. A retirement planner can also assist with long-term care planning and Medicaid eligibility, which is especially important for those living in rural areas with limited access to healthcare services. With the help of a retirement planner, residents of Pickens County can feel confident in their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Pickens County, SC can benefit from the services of a financial advisor in a multitude of ways. With a population of over 120,000, Pickens County is a thriving community that is home to a diverse range of individuals and families. A financial advisor can help these residents by providing guidance on how to manage their finances, create a budget, and plan for their future. Additionally, with the county's close proximity to Clemson University, many residents may be dealing with student loan debt or have children who will need to finance their education. A financial advisor can assist with strategies for paying off debt and saving for college. Furthermore, Pickens County is known for its natural beauty and outdoor recreation opportunities, which can be costly for residents. A financial advisor can help individuals and families budget for these expenses while still maintaining their financial goals. Overall, a financial advisor can be a valuable resource for residents of Pickens County, SC looking to improve their financial well-being.

Mortgage Loan Officer

Residents of Pickens County, SC can benefit from the expertise of a mortgage loan officer in several ways. One specific aspect of Pickens County is that it is home to Clemson University, which attracts many students and faculty members who may need assistance with home financing. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including understanding the different types of loans available, determining the best interest rate, and ensuring that all necessary paperwork is completed accurately and on time. Additionally, a mortgage loan officer can help residents with credit issues, providing guidance on how to improve their credit score and increase their chances of being approved for a loan. With the help of a mortgage loan officer, residents of Pickens County can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Pickens County, SC can greatly benefit from the expertise of a tax advisor. With the county's diverse economy, which includes industries such as manufacturing, healthcare, and education, there are many opportunities for individuals and businesses to maximize their tax savings. A tax advisor can provide guidance on deductions and credits specific to Pickens County, such as the state's manufacturing property tax exemption, which can significantly reduce taxes for eligible businesses. Additionally, the county's growing population and tourism industry make it important for residents to understand the tax implications of short-term rentals and other non-traditional sources of income. A tax advisor can help navigate these complex tax laws and ensure that residents are fully compliant with all regulations while minimizing their tax liability. Overall, a tax advisor can provide valuable insights and strategies to help Pickens County residents achieve their financial goals and maximize their tax savings.

Estate Planning Lawyer

Residents of Pickens County, SC can benefit from the services of an estate planning lawyer in a number of ways. One specific issue that is unique to this region is the prevalence of family-owned farms and businesses. An experienced estate planning lawyer can help these families develop succession plans that ensure the continued operation and success of their businesses for generations to come. This can involve creating trusts, drafting wills, and setting up LLCs or partnerships. Additionally, an estate planning lawyer can help families navigate the complex tax laws that apply to inherited property and assets, minimizing tax liabilities and protecting the family's wealth. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for families in Pickens County, SC, knowing that their legacy is protected and their wishes will be carried out after they're gone.

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