Wealth Management in Spartanburg, SC

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List of Firms

Spartanburg, SC Wealth Management Firms

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

Where Wealth Management Advisors in Spartanburg, SC Serve

Spartanburg is located in Spartanburg County, South Carolina. The city is home to Wofford College and the Hub City Writers Project. Top employers include the BMW Manufacturing Co., the Spartanburg Regional Healthcare System, and Milliken & Co. Major highways and streets include Interstate 85 and U.S. Route 176. Neighborhoods include the Northside, the Southside, Duncan Park, Converse Heights, and Hampton Heights.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Spartanburg, SC offer a variety of services to their customers. These services can include everything from checking and savings accounts, to loans and mortgages. Banks can also provide other specialized services, depending on the needs of their customers.

Retirement Planning

If you're nearing retirement, it's time to start thinking about planning for it. Spartanburg, SC has many options for retirement planning, and the sooner you start planning, the more options you'll have. Your retirement plan should include both short-term and long-term goals, and it's important to make sure your investments are aligned with those goals. There are many factors to consider when planning for retirement, so don't wait until the last minute.

Tax Services

Tax accountants in Spartanburg, SC provide a variety of services to their clients. They can help individuals and businesses file their taxes, as well as represent them before the IRS. Tax accountants can also help clients plan for their tax liabilities in advance, and may offer other financial consulting services.

Financial Advisor

A financial advisor in Spartanburg, SC helps people save for their future by providing guidance on how to invest their money. They can help people plan for retirement or save for a rainy day. Financial advisors can also offer advice on insurance and mortgages.

Insurance Broker

An insurance broker in Spartanburg, SC helps individuals and businesses find the best insurance policies for their needs. They work with a variety of providers to find the best rates and coverage for their clients. They also help clients file claims and handle any problems that may arise with their policies.

Mortgage Loan Officer

A mortgage loan officer in Spartanburg, SC helps people obtain mortgages. They work with banks and other lenders to find the best mortgage products for their clients. They also help clients through the application process and answer any questions they may have.

Estate Planning Lawyer

An estate planning lawyer in Spartanburg, SC helps their clients create a will and other legal documents to ensure that their loved ones are taken care of after they die. This includes setting up trusts, naming guardians for children, and making arrangements for property and finances. In addition to helping with the legal aspects of estate planning, an estate planning lawyer can also provide emotional support and guidance during a difficult time.

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