Best Financial Advisors in Pickens County, SC

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List of Firms

Pickens County, SC Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: David Grant
4 out of 5
Location 302 Griffin St, Pickens, SC 29671, USA
Phone (864) 898-0550
Directions
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Edward Jones - Financial Advisor: David F Mitchell, CFP®
5 out of 5
Location 405 E 1st Ave Suite C, Easley, SC 29640, USA
Phone (864) 855-2500
Directions
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Edward Jones - Financial Advisor: Brian S Jetton
Location 6310 Calhoun Memorial Hwy # A, Easley, SC 29640, USA
Phone (864) 850-9825
Directions
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Purpose Wealth Management
Location 704 Brushy Creek Rd, Easley, SC 29642, USA
Phone (864) 810-6369
Directions
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Market Square Advisors
Location 157 Old Market Square, Easley, SC 29640, USA
Phone (864) 850-3022
Directions
Financial Advisors in Pickens County, SC

Where Certified Financial Advisors in Pickens County, SC Serve

Nestled in the heart of South Carolina, Pickens County is a thriving community that boasts a rich history and a vibrant present. From its stunning natural landmarks to its bustling commercial districts, this county is a hub of activity and excitement. One of the most notable landmarks in Pickens County is Table Rock Mountain, which towers over the landscape at a height of 3,124 feet. This majestic peak is a popular destination for hikers and nature enthusiasts, offering breathtaking views of the surrounding countryside. In terms of top employers, Pickens County is home to a diverse range of businesses and industries. Some of the largest employers in the area include Clemson University, Duke Energy, and the Pickens County School District. When it comes to transportation, Pickens County is well-connected to the rest of the state and beyond. Major highways such as I-85 and I-26 pass through the county, providing easy access to nearby cities like Greenville and Spartanburg.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Pickens County, SC can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. With a relatively high median age of 44.5 years in Pickens County, many residents are approaching retirement age and may need assistance in determining their retirement goals and creating a plan to achieve them. Additionally, with a significant portion of the population employed in manufacturing and agriculture, a financial advisor can provide advice on managing income fluctuations and creating a budget that accounts for seasonal income changes. Overall, a financial advisor can help residents of Pickens County, SC achieve financial stability and peace of mind.

Insurance Broker

Residents of Pickens County, SC can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help residents of Pickens County is by providing them with customized insurance policies that cater to their specific needs. For instance, given that Pickens County is home to a large number of retirees, an insurance broker can help them choose the most appropriate health insurance policies that cover their unique needs. Additionally, an insurance broker can help residents of Pickens County navigate the complex world of insurance, ensuring that they get the best coverage at the most affordable rates. With an insurance broker, residents of Pickens County can have peace of mind knowing that they are adequately protected against any unforeseen events.

Retirement Planning

Residents of Pickens County, SC could greatly benefit from the services of a retirement planner. Retirement planning can be a complex process, and a professional planner can help individuals navigate the various options and make informed decisions about their financial future. Specifically, in Pickens County, many residents are employed by the nearby Clemson University, and a retirement planner could assist these individuals in understanding their retirement options through the state's retirement system. Additionally, with the county's growing population of retirees, a planner could help ensure that these individuals have sufficient savings and investments to support their retirement lifestyle. Overall, a retirement planner can provide valuable guidance and peace of mind for individuals in Pickens County as they plan for their financial future.

Wealth Management

Residents of Pickens County, SC could greatly benefit from the services of a wealth manager in a variety of ways. One of the most common ways would be through retirement planning. Many residents in this area rely on their retirement savings to support them in their golden years. A wealth manager could help them create a personalized plan to maximize their savings and ensure they have enough money to live comfortably throughout retirement. Additionally, with the abundance of outdoor activities in Pickens County, a wealth manager could help residents invest in their hobbies and passions, such as hiking and fishing, by creating a budget and investment plan that allows them to pursue these activities without sacrificing their financial goals. Overall, a wealth manager could provide valuable guidance and support to residents of Pickens County, helping them achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Pickens County, SC can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help residents is by providing them with the necessary funds to purchase a home. Pickens County is known for its beautiful scenery and affordable cost of living, making it an attractive location for families and retirees alike. With the help of a mortgage loan officer, residents can secure a loan that fits their financial situation and allows them to achieve the dream of homeownership. Additionally, a mortgage loan officer can assist residents in refinancing their current mortgage to lower their monthly payments or obtain cash for home improvements or other expenses. Overall, a mortgage loan officer can provide valuable support to residents of Pickens County as they navigate the complex world of home financing.

Tax Services

Residents of Pickens County, SC can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations in the county and ensure that they are in compliance with all the tax obligations. Additionally, a tax advisor can help residents of Pickens County, SC to identify tax deductions and credits that they may be eligible for, which can help them reduce their tax liability. For example, residents who own property in the county may be eligible for property tax deductions, which can significantly reduce their tax bill. Overall, a tax advisor can provide valuable guidance and support to residents of Pickens County, SC, helping them to make informed decisions and optimize their tax situation.

Estate Planning Lawyer

Residents of Pickens County, SC can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will. This legal document outlines how a person's assets will be distributed after they pass away. In Pickens County, which is home to many retirees, having a will is especially important as it can prevent family disputes and ensure that one's assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist with creating trusts, which can provide tax benefits and protect assets from creditors. Overall, an estate planning lawyer can provide peace of mind for residents of Pickens County by ensuring that their assets are protected and distributed according to their wishes.

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