Best Financial Advisors in Sumter County, SC

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List of Firms

Sumter County, SC Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Amanda B Miller
SEC File# 801-3297
CRD# 250
Location 2065 Wedgefield Rd, Sumter, SC 29154, USA
Phone (803) 775-5311
Directions
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Financial Peace Investment Services
Location 120 N Main St, Sumter, SC 29150, USA
Phone (803) 773-4334
Directions
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Edward Jones - Financial Advisor: Brant A Bahnmuller, AAMS™
SEC File# 801-3297
CRD# 250
Location 2575 Lin-Do Ct Suite B, Sumter, SC 29150, USA
Phone (803) 469-8684
Directions
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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
Directions
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Edward Jones - Financial Advisor: Alexandria P Bovee
SEC File# 801-3297
CRD# 250
Location 678 Bultman Dr, Sumter, SC 29150, USA
Phone (803) 775-2911
Directions
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Phoenix Financial Services
Location 3501 Broad St B, Sumter, SC 29154, USA
Phone (803) 494-3306
Directions
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CLEAR CREDIT
4 out of 5
Location 210 Broad St, Sumter, SC 29150, USA
Phone (803) 883-5040
Directions
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P G Palmer & Co LLC
4 out of 5
Location 144 Garrett St A, Sumter, SC 29150, USA
Phone (803) 934-1206
Directions
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Dillard Financial Solutions: Dillard Teresa
Location 2381-C 441, Sumter, SC 29150, USA
Phone (803) 316-6240
Directions
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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
Directions
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Edward Jones - Financial Advisor: Calvin Rhoden, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 119 N Main St, Sumter, SC 29150, USA
Phone (803) 506-2777
Directions
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Edward Jones - Financial Advisor: David T Felder, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 210 W Calhoun St, Sumter, SC 29150, USA
Phone (803) 773-0801
Directions
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Bill H Stokes - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 698 D Bultman Dr, Sumter, SC 29150, USA
Phone (803) 775-5181
Directions
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Ameriprise Financial
5 out of 5
Location 201 N Main St, Sumter, SC 29150, USA
Phone (803) 934-1588
Directions
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Carolina Finance Co
Location 132 S Main St, Sumter, SC 29150, USA
Phone (803) 773-2671
Directions
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Blazer Financial Services
Location 618 Bultman Dr # A, Sumter, SC 29150, USA
Phone (803) 778-1991
Directions
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Edward Jones - Financial Advisor: Catherine K Watkins, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 776 W Liberty St Ste A, Sumter, SC 29150, USA
Phone (803) 773-8373
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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First Command Financial Advisor - John Humphries
Location 2610 Hardee Ct, Sumter, SC 29150, USA
Phone (803) 233-1830
Directions
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Daniel Wealth Management
5 out of 5
Location 234 Broad St, Sumter, SC 29150, USA
Phone (803) 774-3121
Directions
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Stifel
SEC File# 801-10746
CRD# 793
5 out of 5
Location 460 W Wesmark Blvd, Sumter, SC 29150, USA
Phone (803) 469-7070
Directions
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Isaac Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
Location 109 N Main St, Sumter, SC 29150, USA
Phone (803) 934-1588
Directions
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Truist Wealth
Location 216 N Main St #200, Sumter, SC 29150, USA
Phone (803) 774-2700
Directions
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Kinsmith Finance
5 out of 5
Location 1009 Broad St, Sumter, SC 29150, USA
Phone (803) 418-5588
Directions
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Axis Wealth Planning, LLC
5 out of 5
Location 242 Broad St, Sumter, SC 29150, USA
Phone (803) 774-2947
Directions
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Edward Jones - Financial Advisor: Blake English
SEC File# 801-3297
CRD# 250
Location 1116 A, Alice Dr, Sumter, SC 29150, USA
Phone (803) 905-4217
Directions
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First Command Financial Advisor - Mike Samsel
Location 2610 Hardee Ct, Sumter, SC 29150, USA
Phone (803) 233-1830
Directions
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McIntosh Wealth Management of Raymond James
Location 6 Law Range, Sumter, SC 29150, USA
Phone (803) 305-6510
Directions
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Edward Jones - Financial Advisor: Derrick C Fort, AAMS™
Location 1 S Mill St, Manning, SC 29102, USA
Phone (803) 435-9160
Directions
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Local Finance and Tax Service of Sumter, SC
1 out of 5
Location 31 W Liberty St, Sumter, SC 29150, USA
Phone (803) 775-6400
Directions
Financial Advisors in Sumter County, SC

Where Certified Financial 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. From its iconic landmarks to its bustling neighborhoods, Sumter County is a place where tradition meets innovation and opportunity abounds. At the heart of Sumter County lies its vibrant downtown area, home to a variety of shops, restaurants, and cultural attractions. From the historic Sumter Opera House to the modern Patriot Hall, there is always something to see and do in downtown Sumter. But Sumter County is more than just its downtown. The county is home to a number of top employers, including Shaw Air Force Base, which employs thousands of military personnel and civilians. Other major employers in the area include Continental Tire, Walmart, and McLeod Health.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Sumter County, SC could greatly benefit from the guidance of a financial advisor in a number of ways. For instance, Sumter County is home to a significant number of military families due to the presence of Shaw Air Force Base. A financial advisor could assist these families with navigating the unique financial challenges that come with military life, such as frequent moves, deployment, and accessing military benefits. Additionally, Sumter County has a large rural population, and a financial advisor could provide valuable advice on managing farm finances, navigating the complexities of agricultural loans and subsidies, and planning for retirement. Overall, a financial advisor could help Sumter County residents achieve financial stability and security, no matter their unique circumstances.

Insurance Broker

Residents of Sumter County, SC could benefit greatly from the services of an insurance broker. With its population of approximately 106,000 people, Sumter County is home to a diverse range of individuals and families, each with their own unique insurance needs. An insurance broker can help residents navigate the often confusing world of insurance, assisting them in finding the best policies to meet their specific needs and budgets. For example, many residents of Sumter County may be at risk for flooding due to the county's location in the coastal plain region of South Carolina. An insurance broker can help these residents find the right flood insurance policy to protect their homes and belongings in the event of a natural disaster. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important in a county where the poverty rate is higher than the national average.

Retirement Planning

Residents of Sumter County, SC would greatly benefit from the services of a retirement planner. With a population of over 100,000 people, Sumter County is home to many retirees who need help planning for their financial future. A retirement planner can assist residents in creating a personalized plan that takes into account their unique circumstances and goals. This includes analyzing their current financial situation, identifying potential sources of income in retirement, and developing a strategy for managing their assets. Additionally, a retirement planner can help Sumter County residents navigate the complex world of retirement benefits and ensure they are taking advantage of all available resources. With the help of a retirement planner, residents of Sumter County can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Sumter County, SC could benefit greatly from the services of a wealth manager. With a population of over 100,000 people, Sumter County is home to a diverse range of individuals and families with varying financial needs and goals. A wealth manager could help residents navigate the local economy, which is heavily reliant on manufacturing and healthcare industries. They could also provide guidance on investments and retirement planning, helping residents make informed decisions about their future. With a median household income of $44,000, many residents of Sumter County could benefit from learning how to manage their finances more effectively. A wealth manager could provide personalized advice and strategies to help residents achieve their financial goals and improve their overall quality of life.

Mortgage Loan Officer

Residents of Sumter County, SC would benefit greatly from the services of a mortgage loan officer. Sumter County is home to a diverse population, with many families and individuals looking to purchase their first home or refinance their existing mortgage. A mortgage loan officer can provide guidance and support throughout the entire process, from pre-approval to closing. Additionally, Sumter County has a large military presence, with Shaw Air Force Base located in the area. A mortgage loan officer can assist military personnel and their families in navigating the unique challenges of obtaining a mortgage while serving in the armed forces. With the help of a knowledgeable and experienced mortgage loan officer, residents of Sumter County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Sumter County, SC can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by assisting with tax planning and preparation. This is especially important for Sumter County residents, many of whom work in the local manufacturing and healthcare industries. A tax advisor can help residents understand their tax obligations and identify deductions and credits that they may be eligible for. Additionally, a tax advisor can provide guidance on how to minimize tax liability and ensure compliance with state and federal tax laws. With the help of a tax advisor, residents of Sumter County can feel confident that they are making informed decisions about their finances and maximizing their tax benefits.

Estate Planning Lawyer

Residents of Sumter County, SC could greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer could help is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. In Sumter County specifically, where many families have ties to the military due to the presence of Shaw Air Force Base, an estate planning lawyer could also assist with creating a plan for veterans' benefits and ensuring that their loved ones receive the maximum amount of benefits available to them. Additionally, an estate planning lawyer could provide guidance on Medicaid planning, which is especially important for elderly residents who may need long-term care in the future. Overall, an estate planning lawyer can provide invaluable assistance to residents of Sumter County in protecting their assets and ensuring their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Sumter County, SC