Wealth Management in Sumter County, SC

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List of Firms

Sumter County, SC Wealth Management Firms

Edward Jones - Financial Advisor: Charlie Burns
SEC File# 801-3297
CRD# 250
Location 227 Alice Dr Suite 1, Sumter, SC 29150, USA
Phone (803) 934-8887
Language https://www.edwardjones.com/us-en/financial-advisor/charlie-burns
Directions
Daniel Wealth Management
5 out of 5
Location 234 Broad St, Sumter, SC 29150, USA
Phone (803) 774-3121
Language https://www.danielwealthmanagement.com/
Directions
Edward Jones - Financial Advisor: Nathan C Love, CFP®
SEC File# 801-3297
CRD# 250
Location 2635 B, Hardee Ct, Sumter, SC 29150, USA
Phone (803) 905-7655
Language https://www.edwardjones.com/us-en/financial-advisor/nathan-love
Directions
Stifel
SEC File# 801-10746
CRD# 793
5 out of 5
Location 460 W Wesmark Blvd, Sumter, SC 29150, USA
Phone (803) 469-7070
Language http://www.stifel.com/branch/sc/sumter
Directions
Wealth Management in Sumter County, SC

Where Wealth Management Advisors in Sumter County, SC Serve

Sumter County, located in the heart of South Carolina, is a vibrant and diverse community with a rich history and a promising future. Home to numerous landmarks and attractions, Sumter County is a hub of commerce, culture, and recreation. Some of the most notable landmarks in Sumter County include the historic Sumter Opera House, the Sumter County Museum, and the Shaw Air Force Base. These landmarks are a testament to the county's rich cultural heritage and its ongoing commitment to progress and innovation. Sumter County is also home to several major employers, including Continental Tire, BD (Becton, Dickinson and Company), and the Sumter School District. These companies provide thousands of jobs to residents of the county and help to drive economic growth and development. When it comes to transportation, Sumter County is well-connected to the rest of the state and the region. Major highways such as I-95 and I-20 pass through the county, providing easy access to nearby cities and attractions.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sumter County, SC could benefit from a bank in a multitude of ways. For instance, a bank could provide financial services such as loans, mortgages, and savings accounts to help residents achieve their financial goals. Additionally, a bank could offer credit counseling and financial education programs to help residents better manage their money. Sumter County, SC is a rural area with a large agricultural industry, so a bank could also provide specialized services for farmers and other small business owners. Furthermore, a bank could help residents access capital to start or expand their businesses, which could in turn boost the local economy. Overall, a bank could play a crucial role in improving the financial well-being of residents in Sumter County, SC.

Insurance Broker

Residents of Sumter County, SC can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can assist residents in navigating the complexities of the healthcare system in Sumter County. With the county's population of over 107,000, the healthcare system can be overwhelming and confusing, but an insurance broker can help residents find the right healthcare plan that suits their specific needs. Additionally, with Sumter County being a hub for agriculture and manufacturing, an insurance broker can provide specialized coverage for farmers and business owners. The broker can also help residents find affordable and comprehensive coverage for their homes and vehicles, which is particularly important in a region prone to natural disasters like hurricanes and tornadoes. Overall, an insurance broker can provide invaluable assistance to residents of Sumter County by helping them navigate the complex insurance landscape and find the best coverage for their unique needs.

Retirement Planning

Residents of Sumter County, SC can benefit from the expertise of a retirement planner in many ways. One of the most common ways is by helping them create a customized retirement plan that takes into account their specific needs and goals. This is particularly important in Sumter County, which has a diverse population with varying income levels, healthcare needs, and retirement aspirations. A retirement planner can also assist residents in understanding the complex tax laws and regulations that apply to retirement savings, and help them take advantage of available tax breaks and incentives. Additionally, a retirement planner can provide guidance on investment strategies and portfolio management, helping residents to maximize their returns and minimize their risks. Overall, working with a retirement planner can help residents of Sumter County, SC to achieve greater financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Sumter County, SC would greatly benefit from the services of a financial advisor in a multitude of ways. Firstly, given the county's high poverty rate, a financial advisor could provide guidance on how to budget and manage finances effectively, ensuring that individuals and families can stretch their dollars further and make the most out of their income. Additionally, with the county's economy heavily reliant on the military, a financial advisor could help veterans and their families navigate the complexities of military benefits and retirement plans, ensuring that they receive the financial support they are entitled to. Moreover, with Sumter County being a rural area, a financial advisor could provide expertise on how to invest in agriculture and farming, which are major industries in the county, and help farmers make informed decisions about their finances and investments. Overall, a financial advisor could play a crucial role in improving the financial well-being of Sumter County residents and helping them achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Sumter County, SC can greatly benefit from the services of a mortgage loan officer. With a population of over 100,000, Sumter County is home to a diverse group of individuals and families, each with unique financial needs and circumstances. A skilled mortgage loan officer can help residents navigate the complex world of home financing, providing guidance on everything from credit scores and down payments to interest rates and closing costs. In particular, residents of Sumter County may face challenges related to the area's relatively low median income and limited job opportunities, which can make it difficult to secure affordable housing. A mortgage loan officer can help residents overcome these obstacles by identifying loan programs and financing options that are tailored to their specific needs and circumstances, whether they are first-time homebuyers or seasoned investors. With their expertise and support, residents of Sumter County can achieve their dreams of homeownership and secure a brighter financial future for themselves and their families.

Tax Services

Residents of Sumter County, SC can greatly benefit from the expertise of a tax advisor in various ways. For instance, the tax advisor can help residents navigate the complex tax laws and regulations in Sumter County, which can be quite daunting for the average person. Additionally, the tax advisor can assist residents in maximizing their tax deductions and credits, which can result in significant savings. With Sumter County being home to a large military population, a tax advisor can also provide specialized knowledge on military tax laws and benefits, such as combat pay exclusions and relocation deductions. Moreover, a tax advisor can help small business owners in Sumter County navigate the tax implications of starting and running a business, including sales tax and payroll tax. In short, a tax advisor can provide invaluable assistance to residents of Sumter County, SC in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Sumter County, SC can benefit from an estate planning lawyer in various ways. Firstly, an estate planning lawyer can help residents to draft a will that reflects their wishes and ensures that their assets are distributed according to their preferences. This is particularly important in Sumter County, where the population is aging, and many residents have accumulated significant wealth through their businesses or property investments. Secondly, an estate planning lawyer can assist residents in setting up trusts, which can help to protect their assets from creditors and ensure that their loved ones are taken care of in the event of their passing. Finally, an estate planning lawyer can help residents to navigate the complex tax laws that apply to estates and ensure that their heirs are not burdened with unnecessary taxes or fees. Overall, an estate planning lawyer can provide invaluable assistance to residents of Sumter County, SC, helping them to plan for the future and protect their assets for generations to come.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Sumter County, SC are tailored to meet the unique needs of individuals and families in the area. With a deep understanding of the local economy, a wealth manager can provide comprehensive financial planning, investment management, and estate planning services. This includes developing personalized investment strategies that take into account the specific financial goals and risk tolerance of each client. Additionally, a wealth manager can provide guidance on tax-efficient investment strategies and help clients navigate complex tax laws in Sumter County, SC. With a focus on long-term wealth preservation, a wealth manager can help clients achieve financial security and peace of mind.

Sumter County, SC is the perfect place to get a wealth manager for several reasons. Firstly, the county boasts a diverse economy that is constantly growing, providing ample investment opportunities for a wealth manager to explore. Secondly, Sumter County is home to a plethora of financial institutions that offer a range of financial services, including wealth management. However, what sets Sumter County apart from other counties is its unique blend of urban and rural areas, providing a wealth manager with a diverse clientele to work with. Furthermore, Sumter County's proximity to major cities such as Columbia and Charleston ensures that a wealth manager has access to a vast network of professionals and resources to leverage. In conclusion, Sumter County, SC is the ideal location to find a wealth manager who can help you navigate the complexity of financial planning and investment management.