Best Financial Advisors in Aiken County, SC

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List of Firms

Aiken County, SC Fiduciary Financial Advisors

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Gil Allensworth - Financial Advisor, Ameriprise Financial Services, LLC
Location 203 Silver Bluff Rd, Aiken, SC 29803, USA
Phone (803) 226-0826
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Edward Jones - Financial Advisor: Jessica Stalker, CRPC™
5 out of 5
Location 264 E Gate Dr, Aiken, SC 29803, USA
Phone (803) 643-0808
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Scott Singer – Financial Advisor Aiken | Janney Montgomery Scott
Location 401 Park Ave SW, Aiken, SC 29801, USA
Phone (803) 649-6303
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The Sampson Wealth Advisory Group of Janney Montgomery Scott
Location 401 Park Ave SW, Aiken, SC 29801, USA
Phone (803) 649-6303
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Palmetto Financial Advisors
Location 149 Crepe Myrtle Ct, Aiken, SC 29803, USA
Phone (803) 644-1227
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Michael Griffin - Financial Advisor, Ameriprise Financial Services, LLC
Location 152 Laurens St NW, Aiken, SC 29801, USA
Phone (803) 641-2192
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Edward Jones - Financial Advisor: Michael A Young
Location 35 Varden Dr D, Aiken, SC 29803, USA
Phone (803) 642-8054
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Merrill Lynch Wealth Management
Location 308 Park Ave SW, Aiken, SC 29801, USA
Phone (803) 845-6141
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Edward Jones - Financial Advisor: Briton S Williams, AAMS™
4 out of 5
Location 325 West Ave, North Augusta, SC 29841, USA
Phone (803) 442-3827
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Edward Jones - Financial Advisor: Alicia S Kough
5 out of 5
Location 407 Hayne Ave SW, Aiken, SC 29801, USA
Phone (803) 649-5138
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Edward Jones - Financial Advisor: Dustin B Ennis
5 out of 5
Location 2141 Whiskey Rd Suite 120, Aiken, SC 29803, USA
Phone (803) 642-1358
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Edward Jones - Financial Advisor: Kevin Jones
5 out of 5
Location 228 Silver Bluff Rd, Aiken, SC 29803, USA
Phone (803) 641-7441
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The Wiland-Foley Advisory Group of Janney Montgomery Scott
Location 401 Park Ave SW, Aiken, SC 29801, USA
Phone (803) 649-1148
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North Augusta Financial Inc
4 out of 5
Location 401 W Martintown Rd # 159, North Augusta, SC 29841, USA
Phone (803) 441-0050
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Hankinson Wealth Management
5 out of 5
Location 1259 Greene St, Augusta, GA 30901, USA
Phone (706) 722-4909
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Merrill Lynch Wealth Management Advisor Jamin M. King
Location 308 Park Ave SW, Aiken, SC 29801, USA
Phone (803) 845-6141
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Bailey Retirement Group, LLC
5 out of 5
Location 1310 Pine Log Rd suite b, Aiken, SC 29803, USA
Phone (803) 648-5055
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Gray Jackson - RBC Wealth Management Financial Advisor
Location 1450 Greene St Suite 501, Augusta, GA 30901, USA
Phone (706) 724-0309
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Financial Advisors in Aiken County, SC

Where Certified Financial Advisors in Aiken County, SC Serve

Aiken County, SC is a bustling region in the Palmetto State, brimming with landmarks, top employers, major highways and streets, and diverse neighborhoods. From the historic Aiken County Courthouse to the scenic Hopelands Gardens, there's no shortage of iconic sites to explore. In terms of top employers, the region boasts a range of industries, including healthcare, manufacturing, and education, with major players like Aiken Regional Medical Centers and Bridgestone Americas leading the way. Meanwhile, major highways and streets like I-20 and Whiskey Road keep the area well-connected and bustling with activity. And with neighborhoods ranging from the charming downtown district to the upscale Woodside Plantation, there's truly something for everyone in Aiken County.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Aiken County, SC could benefit from the guidance of a financial advisor in many ways. One of the most common ways is by creating a personalized financial plan that takes into account the specific economic landscape of the county. Aiken County is home to a large number of retirees, and a financial advisor can help them navigate the complex world of retirement planning. Additionally, many residents of Aiken County work in the healthcare industry, which has its own unique financial considerations. A financial advisor can help these individuals make informed decisions about saving for the future and managing debt. Overall, a financial advisor can provide valuable support to anyone in Aiken County who wants to take control of their financial future and make smart decisions about their money.

Insurance Broker

Residents of Aiken County, SC can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complexities of the healthcare system, which can be particularly challenging in a rural area like Aiken County, where access to healthcare is limited. Secondly, an insurance broker can help residents find affordable insurance options that suit their unique needs and budget. This is especially important in Aiken County, where the cost of living is relatively high compared to other parts of South Carolina. Lastly, an insurance broker can provide residents with expert advice on how to protect their assets, such as their homes and vehicles, from unexpected events like natural disasters, which are common in Aiken County. Overall, an insurance broker can help residents of Aiken County, SC achieve peace of mind by ensuring that they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of Aiken County, SC can benefit from a retirement planner in a number of ways. For starters, a retirement planner can help them assess their financial situation and create a personalized plan that takes into account their unique needs and goals. This can include everything from setting up a budget and saving for retirement to investing in the right stocks and bonds. Additionally, a retirement planner can help residents of Aiken County navigate the complex world of Social Security and Medicare, ensuring that they get the benefits they are entitled to. One specific challenge that residents of Aiken County may face is the high cost of healthcare, particularly for retirees. A retirement planner can help them find ways to save money on healthcare expenses, such as by exploring Medicare Advantage plans or setting up a health savings account. Overall, a retirement planner can provide invaluable guidance and support to residents of Aiken County as they plan for their golden years.

Wealth Management

Residents of Aiken County, SC can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With a significant portion of the population being over the age of 65, many residents are looking for guidance on how to best manage their retirement savings. A wealth manager can help them create a plan that takes into account their specific financial situation and goals. Additionally, Aiken County has a large equestrian community, and many residents may have unique financial needs related to horse ownership and competition. A wealth manager with experience in this area can provide specialized advice and support. Overall, a wealth manager can help Aiken County residents achieve their financial goals and navigate the complexities of the modern financial landscape.

Mortgage Loan Officer

Residents of Aiken County, SC can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can help residents navigate the complex process of buying a home, including understanding the different types of mortgages available and determining the best option for their financial situation. Additionally, a loan officer can assist with refinancing existing mortgages to help residents save money on monthly payments or pay off their loans faster. In Aiken County, SC, where the real estate market is competitive and home prices are on the rise, a loan officer can also provide valuable insights into the local market and help residents secure a mortgage that fits their needs and budget.

Tax Services

Residents of Aiken County, SC can benefit greatly from the expertise of a tax advisor. One of the most common ways that a tax advisor can help is by ensuring that residents are taking advantage of all available tax deductions and credits. In Aiken County, where there is a significant population of retirees, a tax advisor can provide guidance on how to maximize deductions related to medical expenses and retirement income. Additionally, with the presence of several military installations in the area, a tax advisor can assist military personnel and their families in navigating unique tax situations such as combat pay and relocation expenses. Overall, a tax advisor can provide valuable assistance to Aiken County residents in optimizing their tax returns and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Aiken County, SC can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents in Aiken County to create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Aiken County, which has a high population of retirees and elderly residents. Additionally, an estate planning lawyer can help residents in Aiken County to minimize taxes and avoid probate, which can be a lengthy and costly process. Finally, an estate planning lawyer can help residents in Aiken County to establish trusts and other legal vehicles that can protect their assets and provide for their loved ones in the event of their death.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Aiken County, SC