Best Financial Advisors in Spartanburg County, SC

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List of Firms

Spartanburg County, SC Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
4 out of 5
Location 1501 W O. Ezell Blvd, Spartanburg, SC 29301, USA
Phone (864) 596-4187
Time Monday: 12:00 AM – 11:59 PM Tuesday: 12:00 AM – 11:59 PM Wednesday: 12:00 AM – 11:59 PM Thursday: 12:00 AM – 11:59 PM Friday: 12:00 AM – 11:59 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-72137
CRD# 25853
Location 2811 Reidville Rd # 15, Spartanburg, SC 29301, USA
Phone (864) 587-2332
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Edward Jones - Financial Advisor: Kareem Johnson, CRPC®
SEC File# 801-3297
CRD# 250
3 out of 5
Location 155 E Broad St Suite 2, Spartanburg, SC 29306, USA
Phone (864) 582-1673
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 320 E Main St Suite 410, Spartanburg, SC 29302, USA
Phone (864) 585-7761
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Raymond James Financial Services
Location 311 E Main St, Spartanburg, SC 29302, USA
Phone (864) 591-1099
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Edward Jones - Financial Advisor: Arthur T Hellyer, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 753 E Main St, Spartanburg, SC 29302, USA
Phone (864) 585-3334
Directions
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Susan Johnsen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1211 John B White Sr Blvd Suite 2, Spartanburg, SC 29306, USA
Phone (864) 587-7500
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
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Cohen Financial Group
5 out of 5
Location 2932 Reidville Rd Suite B, Spartanburg, SC 29301, USA
Phone (864) 345-2316
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Beth Hrubala - Raymond James
Location 101 W St John St, Spartanburg, SC 29306, USA
Phone (864) 764-1789
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Jeter Hrubala Wealth Strategies LLC
Location 101 W St John St #207, Spartanburg, SC 29306, USA
Phone (864) 764-1789
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Johnsen Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1211 John B White Sr Blvd Suite 2, Spartanburg, SC 29306, USA
Phone (864) 587-7500
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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ProVest Wealth Advisors
5 out of 5
Location 223 E Blackstock Rd, Spartanburg, SC 29301, USA
Phone (864) 582-7766
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Edward Jones - Financial Advisor: Thomas E McCarver
SEC File# 801-3297
CRD# 250
5 out of 5
Location 300 E Henry St Suite 2, Spartanburg, SC 29302, USA
Phone (864) 576-0165
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Palmetto Private Wealth Advisors
Location 1200 John B White Sr Blvd, Spartanburg, SC 29306, USA
Phone (864) 804-6640
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ING Financial Partners
SEC File# 801-112630
CRD# 158872
Location 233 E Blackstock Rd E, Spartanburg, SC 29301, USA
Phone (864) 576-4040
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2870 Reidville Rd # 2, Spartanburg, SC 29301, USA
Phone (864) 576-3578
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Alliance Wealth Partners
Location 311 E Main St, Spartanburg, SC 29302, USA
Phone (864) 591-1099
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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
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Ostheim Financial Group LLC
Location 1200 John B White Sr Blvd, Spartanburg, SC 29301, USA
Phone (864) 962-9170
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Edward Jones - Financial Advisor: Rushell L Bennie, CEPA®|CRPC®
SEC File# 801-3297
CRD# 250
Location 1802 Drayton Rd Suite 120 B, Spartanburg, SC 29307, USA
Phone (864) 216-8800
Directions
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Merrill Lynch Wealth Management Advisor Kerri Pickelsimer Brandon
Location 295 E Main St Suite 201, Spartanburg, SC 29302, USA
Phone (864) 596-5468
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Edward Jones - Financial Advisor: Leslie J Wilkerson
Location 211 Wilder Dr # C, Spartanburg, SC 29301, USA
Phone (864) 308-8033
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Switzer Wealth Partners
Location 1983 S Pine St, Spartanburg, SC 29302, USA
Phone (864) 582-4099
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Atkins Financial Group
SEC File# 801-56010
CRD# 15708
5 out of 5
Location 205 S Pine St, Spartanburg, SC 29302, USA
Phone (864) 585-7526
Directions
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Edward Jones - Financial Advisor: Adam Burgess
SEC File# 801-3297
CRD# 250
Location 753 E Main St, Spartanburg, SC 29302, USA
Phone (864) 585-3334
Directions
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Edward Jones - Financial Advisor: Jim ODonnell
SEC File# 801-3297
CRD# 250
Location 211 Wilder Dr suite c, Spartanburg, SC 29301, USA
Phone (864) 308-8033
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Clients Excel Financial Planning
5 out of 5
Location 104 N Daniel Morgan Ave Suite 102, Spartanburg, SC 29306, USA
Phone (864) 641-7955
Directions
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Ryan Arrowsmith - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1211 John B White Sr Blvd Suite 2, Spartanburg, SC 29306, USA
Phone (864) 587-7500
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Signature Wealth Strategies
Location 951 E Main St, Spartanburg, SC 29302, USA
Phone (864) 641-0001
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Merrill Lynch Wealth Management Advisor Victor C McLeod
Location 295 E Main St, Spartanburg, SC 29302, USA
Phone (864) 596-5474
Directions
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Edward Jones - Financial Advisor: Jason Seay
5 out of 5
Location 2306 Chesnee Hwy Suite 1, Spartanburg, SC 29303, USA
Phone (864) 576-3980
Directions
Financial Advisors in Spartanburg County, SC

Where Certified Financial Advisors in Spartanburg County, SC Serve

Spartanburg County, located in the upstate region of South Carolina, boasts a diverse range of landmarks, top employers, major highways, streets, and neighborhoods that make it a vibrant and dynamic community. From the iconic BMW Manufacturing Plant to the historic Cowpens National Battlefield, this county is rich in history and culture. In addition, the area is home to top employers such as Spartanburg Regional Healthcare System and Milliken & Company, which provide ample job opportunities for residents. Major highways such as I-85 and I-26 connect the county to other major cities in the region, while bustling streets like Main Street and Church Street offer a plethora of shopping, dining, and entertainment options. Neighborhoods such as Boiling Springs, Duncan, and Inman offer a variety of housing options for those looking to settle down in the area. Overall, Spartanburg County is a thriving community that offers something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Spartanburg County, SC can benefit greatly from the guidance of a financial advisor. With a median household income of around $50,000, many families in the area may struggle to make ends meet and save for the future. A financial advisor can help these individuals create a budget, manage debt, and invest wisely to build wealth over time. Additionally, Spartanburg County has a large population of retirees, and a financial advisor can assist them in making important decisions about Social Security, Medicare, and retirement savings. With the help of a knowledgeable and experienced financial advisor, residents of Spartanburg County can achieve their financial goals and secure a stable future for themselves and their families.

Insurance Broker

Residents of Spartanburg County, SC can benefit greatly from the services of an insurance broker. With a population of over 300,000 people, Spartanburg County has a diverse range of insurance needs that can be best addressed by an experienced insurance broker. An insurance broker can help residents of Spartanburg County navigate the complexities of health insurance, auto insurance, home insurance, and other types of insurance. For example, an insurance broker can help residents of Spartanburg County find affordable health insurance plans that cover the specific medical services they require, such as mental health services or prescription medications. Additionally, an insurance broker can help Spartanburg County residents find auto insurance policies that meet the state's minimum requirements while providing adequate coverage in case of an accident. Overall, an insurance broker can help residents of Spartanburg County save time, money, and stress by finding the best insurance policies to fit their unique needs.

Retirement Planning

Residents of Spartanburg County, SC could benefit greatly from the services of a retirement planner. With the county's population aging rapidly, a retirement planner can help individuals and families navigate the complexities of retirement planning and ensure they have the financial resources they need to live comfortably in their later years. Specifically, a retirement planner can help Spartanburg County residents take advantage of the county's many retirement communities and senior living options, as well as navigate the unique tax and estate planning laws of South Carolina. By working with a retirement planner, residents of Spartanburg County can feel confident that they are making informed decisions about their financial future and can enjoy their retirement years to the fullest.

Wealth Management

Residents of Spartanburg County, SC can benefit greatly from the services of a wealth manager. With a population of over 300,000 people, Spartanburg County is a diverse community with a range of financial needs. A wealth manager can assist residents with investment strategies, retirement planning, estate planning, and tax management. Specifically, with the recent growth in the manufacturing industry in Spartanburg County, a wealth manager can help individuals navigate the complexities of stock options and 401(k) plans offered by their employers. Additionally, a wealth manager can provide guidance on charitable giving, which is important to many residents in the area who want to give back to their community. Overall, a wealth manager can provide personalized financial advice and solutions to help residents of Spartanburg County achieve their financial goals.

Mortgage Loan Officer

Residents of Spartanburg 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 is by assisting residents in finding the best mortgage rates and loan options available to them. This is particularly important in Spartanburg County, which has a diverse population and a range of housing options. A mortgage loan officer can also help residents navigate the often-complicated mortgage application process, ensuring that they understand the terms and conditions of their loan and are able to make informed decisions about their purchase. Additionally, a mortgage loan officer can provide guidance on how to improve credit scores and financial standing, which can be especially helpful for residents in Spartanburg County who may be new to the area or facing financial challenges. Overall, a mortgage loan officer can be an invaluable resource for residents of Spartanburg County who are looking to purchase a home or refinance an existing mortgage.

Tax Services

Residents of Spartanburg County, SC can benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations specific to South Carolina, such as the state's income tax rates and property tax exemptions. Additionally, a tax advisor can provide guidance on maximizing deductions and credits, minimizing tax liabilities, and ensuring compliance with federal and state tax laws. With Spartanburg County being home to a diverse population of individuals and businesses, a tax advisor can also provide tailored advice and support to meet the unique needs of each client. Ultimately, working with a tax advisor can help residents of Spartanburg County save time, minimize stress, and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Spartanburg County, SC can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive plan to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Spartanburg County, which has a large population of retirees and elderly residents who may have complex family structures and assets. An estate planning lawyer can also assist with creating a plan for long-term care and medical decisions, which is crucial as healthcare costs continue to rise. Additionally, an estate planning lawyer can help Spartanburg County residents minimize their tax liabilities and avoid probate, which can be a time-consuming and costly process. Overall, an estate planning lawyer can provide peace of mind for residents of Spartanburg County, knowing that their affairs are in order and their loved ones will be taken care of after they are gone.

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FAQs About Personal Financial Advisors in Spartanburg County, SC