Wealth Management in Spartanburg, SC

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List of Firms

Spartanburg, SC Wealth Management Firms

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ProVest Wealth Advisors
5 out of 5
Location 223 E Blackstock Rd, Spartanburg, SC 29301, USA
Phone (864) 582-7766
Directions
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Merrill Lynch Wealth Management Advisor Angela Heinrich Mauney
Location 295 E Main St, Spartanburg, SC 29302, USA
Phone (864) 596-5427
Directions
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Edward Jones - Financial Advisor: Ariel Lee
Location 753 E Main St Suite 4, Spartanburg, SC 29302, USA
Phone (864) 203-0062
Directions
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Alliance Wealth Partners
Location 311 E Main St, Spartanburg, SC 29302, USA
Phone (864) 591-1099
Directions
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YMA Wealth Management Group
5 out of 5
Location 101 S Church St, Spartanburg, SC 29306, USA
Phone (800) 381-9206
Directions
SEC File# 801-72137
CRD# 25853
Location 349 E Main St, Spartanburg, SC 29302, USA
Phone (864) 580-5222
Directions
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Colonial Trust Company
Location 359 S Pine St, Spartanburg, SC 29302, USA
Phone (864) 582-3356
Directions
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Horton Financial Services, Inc
Location 711 E Main St, Spartanburg, SC 29302, USA
Phone (864) 583-0963
Directions
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Walker, Higgins & Associates Wealth Management, LLC
Location 350 E St John St, Spartanburg, SC 29302, USA
Phone (864) 582-4597
Directions
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Steven Brown
Location 450 E Henry St, Spartanburg, SC 29302, USA
Phone (864) 573-4447
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 295 E Main St, Spartanburg, SC 29302, USA
Phone (864) 596-5474
Directions
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Ostheim Financial Group LLC
Location 1200 John B White Sr Blvd, Spartanburg, SC 29301, USA
Phone (864) 962-9170
Directions
Wealth Management in Spartanburg, SC

Where Wealth Management Advisors in Spartanburg, SC Serve

Spartanburg, SC is a vibrant city with an array of landmarks that attract visitors from far and wide. From the sprawling campus of Wofford College to the stunning Chapman Cultural Center, there's something for everyone here. Top employers in the area include BMW Manufacturing, Spartanburg Regional Healthcare System, and Denny's Corporation, providing ample job opportunities for locals. Major highways such as I-85 and I-26 make getting around a breeze, while streets like Main Street and Pine Street offer a taste of the city's unique charm. Neighborhoods like Converse Heights and Hillcrest boast beautiful homes and tree-lined streets, perfect for those looking for a quiet respite from the hustle and bustle of city life. Overall, Spartanburg is a city that truly has it all, and is a must-visit destination for anyone looking for a taste of Southern hospitality.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Spartanburg, SC can benefit from a bank in various ways. For starters, a bank can provide financial assistance to those who are looking to buy a home in the area. Spartanburg is known for its affordable housing market, and a bank can offer mortgages to those who are looking to take advantage of this. Furthermore, a bank can help residents save for their future by offering savings accounts and investment options. Spartanburg is also home to many small businesses, and a bank can provide loans and other financial services to help these businesses grow and thrive. Additionally, a bank can offer financial education to residents, helping them to better understand their finances and make informed decisions. Overall, a bank can play a crucial role in helping the people of Spartanburg achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Spartanburg, SC can benefit from the expertise of an insurance broker in several ways. For instance, an insurance broker can help them navigate the complex world of insurance policies and find the most suitable coverage for their needs. This is particularly important in Spartanburg, which has a diverse population with different insurance needs, including homeowners, renters, and business owners. An insurance broker can also help residents save money by comparing policies from different providers and negotiating better rates. Moreover, they can provide valuable advice on how to reduce risks and prevent losses, such as by installing security systems or taking safety precautions. In short, an insurance broker can be a valuable ally for residents of Spartanburg, helping them protect their assets and achieve peace of mind.

Retirement Planning

Residents of Spartanburg, SC can benefit from the expertise of a retirement planner in various ways. With the city's median age of 37 years old, many individuals may not have given much thought to retirement planning. A retirement planner can help these individuals create a comprehensive plan that takes into account their current financial situation and their long-term goals. The planner can assist in creating a retirement savings plan that is tailored to the individual's needs, whether it be through traditional IRAs, Roth IRAs, or other investment vehicles. Additionally, with Spartanburg's growing economy, a retirement planner can help retirees navigate the complexities of Social Security and Medicare, ensuring they receive the benefits they are entitled to. The planner can also provide guidance on estate planning, including wills and trusts, to ensure that the retiree's assets are protected and distributed according to their wishes. Overall, a retirement planner can provide invaluable assistance to residents of Spartanburg, SC in securing their financial future during their golden years.

Financial Advisor

Residents of Spartanburg, SC could benefit from the expertise of a financial advisor in a variety of ways. One specific challenge for many in Spartanburg is the high rate of poverty, which can make it difficult for individuals and families to build wealth and plan for the future. A financial advisor could help residents navigate this challenge by providing guidance on budgeting, saving, and investing to help them make the most of their resources. Additionally, many residents in Spartanburg may be facing retirement without adequate savings, and a financial advisor could provide valuable guidance on strategies for catching up on retirement savings and maximizing Social Security benefits. Finally, with the recent economic uncertainty caused by the COVID-19 pandemic, many residents may be struggling to make ends meet or facing unexpected expenses. A financial advisor could help residents navigate this challenging time by providing guidance on managing debt, accessing emergency funds, and making smart financial decisions in the midst of uncertainty.

Mortgage Loan Officer

Residents of Spartanburg, SC would benefit greatly from the expertise of a mortgage loan officer. With a population of over 37,000, Spartanburg is a bustling city with a diverse range of housing needs. From first-time homebuyers to seasoned investors, a mortgage loan officer can help residents navigate the complex world of real estate finance. With the current median home value in Spartanburg hovering around $150,000, many residents may require assistance in securing a mortgage that fits their budget and lifestyle. Furthermore, with the city's proximity to major employers such as BMW and Amazon, a mortgage loan officer can help residents take advantage of the many job opportunities available in the area. Whether it's finding the right lender, negotiating terms, or simply answering questions, a mortgage loan officer can be an invaluable resource for residents of Spartanburg, SC.

Tax Services

Residents of Spartanburg, SC can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations, and ensure that they are in compliance with the local, state, and federal tax requirements. Additionally, a tax advisor can help them identify tax credits and deductions that they may be eligible for, which can significantly reduce their tax liability. Moreover, a tax advisor can assist them in preparing and filing their tax returns accurately and timely, avoiding penalties and interest charges. With Spartanburg being a bustling city with a diverse population, a tax advisor can also provide guidance on tax implications of starting a business, buying a home, or investing in the stock market. Overall, a tax advisor can provide invaluable assistance to residents of Spartanburg, SC, helping them maximize their tax savings and avoid costly mistakes.

Estate Planning Lawyer

Spartanburg, SC residents could benefit from an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help residents ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in Spartanburg, SC, where the population is aging rapidly, and many residents are concerned about leaving a legacy for their loved ones. Additionally, an estate planning lawyer can help residents protect their assets from potential creditors, lawsuits, or other legal issues. This is especially relevant in Spartanburg, SC, where the economy has been hit hard by the COVID-19 pandemic, and many residents are struggling to make ends meet. Finally, an estate planning lawyer can help residents plan for long-term care, including nursing home costs, which can be particularly expensive in Spartanburg, SC due to the high demand for quality care.

Spartanburg, SC Financial Resources

Spartanburg, SC Chamber of Commerce

https://www.onespartanburginc.com/

Spartanburg, SC City Hall

https://www.cityofspartanburg.org/

Spartanburg, SC Public Library

https://www.infodepot.org/

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