Wealth Management in Florence County, SC

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List of Firms

Florence County, SC Wealth Management Firms

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 1801 W Evans St A, Florence, SC 29501, USA
Phone (843) 669-3222
Language https://home.wellsfargoadvisors.com/001_FL?excid=FA1500050253?utm_campaign=Local_Listings&utm_source=Google&group=PCG&loc=WFA00801540
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Armstrong Wealth Management Group
5 out of 5
Location 1807 W Evans St Suite A, Florence, SC 29501, USA
Phone (843) 292-9997
Language https://www.armstrongwealth.com/
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Janney Montgomery Scott LLC
SEC File# 801-7258
CRD# 463
5 out of 5
Location 1831 W Evans St #102, Florence, SC 29510, USA
Phone (843) 773-6350
Language https://advisor.janney.com/chasewealthmanagementgroup/?utm_medium=yext&utm_source=gmb
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 – 5:00 PM Saturday: 8:30 AM – 5:00 PM Sunday: 8:30 AM – 5:00 PM
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Signature Wealth Strategies
3 out of 5
Location 135 S Dargan St Suite 200, Florence, SC 29506, USA
Phone (843) 519-1100
Language http://signaturewealth.com/
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Wealth Management in Florence County, SC

Where Wealth Management Advisors in Florence County, SC Serve

Florence County, South Carolina is a vibrant community with a rich history and an array of landmarks that showcase its heritage. From the stunning Florence Veterans Park to the Florence County Museum, there are plenty of cultural attractions to explore. The county is also home to a number of top employers, including McLeod Health, Honda of South Carolina, and Johnson Controls. These companies provide jobs for thousands of residents and help fuel the local economy. Major highways and streets, such as I-95 and US-76, make it easy to get around the area and connect Florence County to other parts of the state. Neighborhoods like West Florence, South Florence, and Oakdale offer a range of housing options for families and individuals looking to settle down in this charming community. Whether you're a history buff, a job seeker, or a home buyer, Florence County has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Florence County, SC can benefit from the services provided by a bank in numerous ways. For instance, given that the county is home to a significant number of small businesses, banks can offer financial support to these enterprises in the form of loans, lines of credit, and other financial products. Additionally, with Florence County being a predominantly rural area, a bank can play a vital role in providing access to banking services to residents who may not have easy access to them. Furthermore, banks can offer financial education and resources to individuals and businesses in the county, helping them to make informed financial decisions and improve their financial well-being. Overall, a bank can provide valuable support to the residents of Florence County, SC, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Florence County, SC can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance industry and find the best coverage for their unique needs. This is particularly important in Florence County, where the population is diverse and includes both urban and rural areas. Secondly, an insurance broker can assist residents in understanding the nuances of insurance policies, including deductibles, premiums, and coverage limits. This is especially crucial in Florence County, where natural disasters such as hurricanes and floods are common and can cause significant damage to homes and businesses. Finally, an insurance broker can provide valuable advice and support in the event of a claim, helping residents to navigate the claims process and get the compensation they deserve. Overall, working with an insurance broker in Florence County can provide residents with the peace of mind that comes with knowing they are adequately protected against life's unexpected events.

Retirement Planning

Residents of Florence County, SC can greatly benefit from the services of a retirement planner. With a population of over 138,000 people, the county is home to a diverse group of individuals with varying financial backgrounds and retirement goals. A retirement planner can assist residents in creating a personalized retirement plan that takes into account their unique circumstances, such as the prevalence of manufacturing jobs in the area and the impact of the COVID-19 pandemic on the local economy. They can also provide guidance on tax-efficient investment strategies, estate planning, and Social Security optimization. A retirement planner can help residents navigate the complexities of retirement planning and provide peace of mind knowing that their financial future is secure.

Financial Advisor

Residents of Florence County, SC can benefit greatly from the services of a financial advisor. With a population of over 138,000 people, this county is one of the fastest-growing in South Carolina, and as such, there are many financial challenges that residents may face. A skilled financial advisor can assist with a range of issues, from helping residents develop a budget to managing their investments and retirement planning. Specifically, Florence County has a high poverty rate, with over 20% of residents living below the poverty line. A financial advisor can help these individuals identify ways to save money, reduce debt, and build their wealth over time. Additionally, Florence County is home to many small businesses, and a financial advisor can provide valuable guidance on topics such as cash flow management, tax planning, and succession planning. With the right financial advice, residents of Florence County can achieve their financial goals and enjoy a more secure future.

Mortgage Loan Officer

Residents of Florence County, SC would benefit greatly from the expertise of a mortgage loan officer. With a population of over 138,000, Florence County is home to a diverse community of individuals and families, each with their own unique financial needs and goals. A mortgage loan officer can assist residents in securing financing for a new home, refinancing an existing mortgage, or obtaining a home equity loan. This is particularly important in Florence County, where the median home value is $146,000 and the average household income is $43,000. With so many families struggling to make ends meet, a mortgage loan officer can provide valuable guidance and support in navigating the complex world of home financing. Additionally, a mortgage loan officer can help residents take advantage of various state and federal programs designed to make homeownership more accessible, such as down payment assistance programs and low-interest loans. Overall, the services of a mortgage loan officer are essential for residents of Florence County who are looking to achieve their dreams of homeownership.

Tax Services

Residents of Florence County, SC can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to South Carolina. For instance, residents of Florence County may be eligible for certain tax credits or deductions that a tax advisor can help them claim. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their savings. Furthermore, a tax advisor can assist residents in preparing and filing their tax returns accurately and on time, avoiding costly penalties and fines. Overall, the services of a tax advisor can be invaluable to residents of Florence County, SC, helping them make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Florence County, SC can benefit from an estate planning lawyer in a variety of ways. One specific issue that affects many families in the area is the need to plan for long-term care. An experienced estate planning attorney can help families navigate the complex Medicaid system and develop a plan to protect their assets while still qualifying for benefits. In addition, a lawyer can assist with drafting wills, trusts, and other estate planning documents to ensure that a person's wishes are carried out after their passing. They can also provide guidance on minimizing taxes and avoiding probate. With the help of an estate planning lawyer, residents of Florence County can have peace of mind knowing that their affairs are in order and their loved ones are protected.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Florence County, SC can provide a plethora of wealth management services to high net worth individuals, families, and businesses. They can offer personalized investment strategies, estate planning, tax planning, and risk management solutions to help clients achieve their financial goals. In Florence County, SC, a wealth manager can also provide specialized services tailored to the unique needs of the local community. For instance, they can advise clients on how to invest in the booming tourism industry in Florence County, SC, which attracts millions of visitors every year. Additionally, they can help clients navigate the complex tax laws in the state, which can vary significantly from federal tax laws. With their expertise and experience, a wealth manager in Florence County, SC can help clients achieve financial success while navigating the challenges of living in a rapidly growing and changing community.

Florence County, SC is an ideal location to secure a wealth manager due to its burgeoning economy and diverse financial landscape. The county boasts a thriving business community that is home to a myriad of industries, ranging from healthcare and education to manufacturing and agriculture. This diverse economic base creates a complex financial environment that requires a wealth manager with a comprehensive understanding of the local market and its unique challenges. Moreover, Florence County's proximity to major cities like Charleston and Charlotte, coupled with its strategic location along the I-95 corridor, further enhances its appeal as a hub for financial services. With its dynamic business ecosystem and strategic location, Florence County, SC provides an ideal environment for wealth managers to thrive and deliver exceptional service to their clients.