Best Financial Advisors in Spartanburg, SC

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List of Firms

Spartanburg, SC Fiduciary Financial Advisors

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Susan Johnsen - Financial Advisor, Ameriprise Financial Services, LLC
Location 1211 John B White Sr Blvd # 2, Spartanburg, SC 29306, USA
Phone (864) 587-7500
Directions
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Ostheim Financial Group LLC
Location 1200 John B White Sr Blvd, Spartanburg, SC 29301, USA
Phone (864) 962-9170
Directions
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Edward Jones - Financial Advisor: Kareem Johnson, CRPC™
3 out of 5
Location 155 E Broad St Suite 2, Spartanburg, SC 29306, USA
Phone (864) 582-1673
Directions
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Edward Jones - Financial Advisor: Thomas E McCarver
5 out of 5
Location 300 E Henry St Suite 2, Spartanburg, SC 29302, USA
Phone (864) 576-0165
Directions
Financial Advisors in Spartanburg, SC

Where Certified Financial Advisors in Spartanburg, SC Serve

Spartanburg, SC is a vibrant city nestled in the foothills of the Blue Ridge Mountains. The city is home to several landmarks, including the Spartanburg County Courthouse, the Chapman Cultural Center, and the Hub City Railroad Museum. With a diverse economy, Spartanburg boasts top employers such as BMW, Spartanburg Regional Healthcare System, and Denny's Corporation. Major highways such as I-85, I-26, and US-221 intersect in Spartanburg, providing easy access to nearby cities and attractions. The city is also known for its unique neighborhoods, including Converse Heights, Hillcrest, and Hampton Heights, each with their own distinct charm and character. With its rich history, thriving business community, and beautiful surroundings, Spartanburg is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Spartanburg, SC can benefit greatly from the guidance of a financial advisor. One particular way that a financial advisor can help those in this area is by providing advice on how to save for retirement while also managing the high costs of healthcare. Spartanburg is home to several hospitals and healthcare facilities, which can be expensive for residents, especially those who are retired or approaching retirement age. A financial advisor can help individuals navigate the complex world of healthcare costs and insurance, while also creating a personalized retirement plan that takes into account their unique financial situation and goals. With the help of a financial advisor, residents of Spartanburg can feel more confident about their financial future and their ability to navigate the challenges that come with aging.

Insurance Broker

Residents of Spartanburg, SC can benefit greatly from the services of an insurance broker. With the city's growing population and diverse economy, an insurance broker can help individuals and businesses navigate the complex world of insurance. Specifically, Spartanburg has a large manufacturing industry, and an insurance broker can assist these businesses in finding coverage for their unique risks and liabilities. Additionally, Spartanburg is prone to severe weather, including tornadoes and hurricanes, so an insurance broker can help residents ensure they have adequate coverage for property damage and loss. Overall, an insurance broker can provide valuable expertise and personalized guidance to help Spartanburg residents protect their assets and plan for the unexpected.

Retirement Planning

Residents of Spartanburg, SC could benefit greatly from the services of a retirement planner. With a population that is aging rapidly, there is a growing need for assistance in planning for retirement. A retirement planner can help individuals navigate the often complex world of retirement planning, from setting realistic goals to developing a comprehensive financial plan. They can also provide guidance on issues specific to Spartanburg, such as the availability of healthcare and long-term care options, as well as the local housing market. By working with a retirement planner, residents of Spartanburg can feel confident that they are making informed decisions about their future and are prepared for the challenges that may lie ahead.

Wealth Management

Residents of Spartanburg, SC can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways that a wealth manager can help is by providing guidance on investment strategies to help clients grow their wealth over time. This is particularly important in Spartanburg, which is home to a number of thriving industries, including manufacturing, healthcare, and education. A good wealth manager can help clients navigate the complexities of these industries and identify investment opportunities that align with their financial goals. Additionally, a wealth manager can provide advice on tax planning, retirement planning, and estate planning, all of which can help residents of Spartanburg achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Spartanburg, SC can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure funding to purchase a new home or refinance their existing mortgage. With the median home value in Spartanburg being around $140,000, many residents may need assistance in obtaining a loan to afford their dream home. A mortgage loan officer can help residents navigate the complex process of applying for a mortgage, including determining the best loan options and ensuring all necessary paperwork is completed correctly. They can also provide valuable advice on improving credit scores and saving for a down payment. By working with a mortgage loan officer, residents of Spartanburg can achieve their homeownership goals and enjoy the many benefits of owning a home in this vibrant community.

Tax Services

Residents of Spartanburg, SC could benefit from the expertise of a tax advisor in a variety of ways. One specific example is navigating the tax implications of owning property in the city. Spartanburg has a unique property tax structure, with different rates for residential and commercial properties. A tax advisor could help homeowners understand their tax obligations and potential deductions, as well as advise on strategies for minimizing tax liability. Additionally, with the recent growth of Spartanburg's economy, many residents may have complex income streams that require specialized tax knowledge. A tax advisor can provide guidance on everything from retirement planning to investment income reporting, ensuring that residents are taking advantage of all available tax breaks and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Spartanburg, SC can benefit greatly 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 or trust that outlines how a person's assets will be distributed after their passing. This is especially important in Spartanburg, where many families have deep roots and a strong sense of community. By working with an estate planning lawyer, residents can ensure that their assets are passed down according to their wishes, and that their loved ones are taken care of in the event of their death. Additionally, an estate planning lawyer can help with other important documents such as powers of attorney and healthcare directives, which can provide peace of mind and protection in case of unexpected illness or incapacitation.

Spartanburg, SC Financial Resources

Spartanburg, SC Chamber of Commerce

https://www.onespartanburginc.com/

Spartanburg, SC City Hall

https://www.cityofspartanburg.org/

Spartanburg, SC Public Library

https://www.infodepot.org/

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