Retirement Planning in Spartanburg County, SC

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Top Retirement Planners in Spartanburg County, SC

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Signature Wealth Strategies
Location 951 E Main St, Spartanburg, SC 29302, USA
Phone (864) 641-0001
Directions
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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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Alliance Wealth Partners
Location 311 E Main St, Spartanburg, SC 29302, USA
Phone (864) 591-1099
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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
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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
Directions
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ProVest Wealth Advisors
5 out of 5
Location 223 E Blackstock Rd, Spartanburg, SC 29301, USA
Phone (864) 582-7766
Directions
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DHG Wealth Advisors
SEC File# 801-58035
CRD# 109279
Location 129 E Main St #103-A, Spartanburg, SC 29306, USA
Phone (864) 342-8556
Directions
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Horton Financial Services, Inc
Location 711 E Main St, Spartanburg, SC 29302, USA
Phone (864) 583-0963
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SCS Consulting, LLC
Location 2479 Country Club Rd, Spartanburg, SC 29302, USA
Phone (831) 278-2460
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Retirement Planning in Spartanburg County, SC

About Spartanburg County, SC for Those Planning to Retire

Spartanburg County, located in the upstate region of South Carolina, is a vibrant and bustling area filled with a variety of landmarks, top employers, major highways and streets, and unique neighborhoods. From the stunning Blue Ridge Mountains to the bustling downtown area, Spartanburg County offers a little something for everyone. One of the most notable landmarks in Spartanburg County is the BMW Manufacturing Plant, which employs over 11,000 people and produces over 1,500 cars per day. Other top employers in the area include Spartanburg Regional Healthcare System, Amazon, and Wabtec Corporation. Spartanburg County is also home to several major highways, including I-85, I-26, and US-221, making it easily accessible from other parts of the state and beyond. In addition, the county boasts several major streets, such as Main Street and Church Street, that are lined with shops, restaurants, and other businesses.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Spartanburg County, SC can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to individuals and businesses in the county. With the county's growing economy, a bank can offer loans and credit facilities to help businesses expand and create job opportunities. Additionally, a bank can offer savings and investment options to residents, enabling them to grow their wealth and secure their financial future. Spartanburg County is also home to a diverse population with varying financial needs. A bank can provide personalized financial solutions to meet the unique needs of each customer. Furthermore, a bank can help residents manage their finances efficiently by offering online banking services, mobile banking, and other digital tools. With the county's rapid growth and development, a bank can play a crucial role in supporting the financial needs of residents and businesses alike.

Insurance Broker

Spartanburg County, SC residents could greatly benefit from the services of an insurance broker. With the county's diverse population and range of industries, an insurance broker can provide tailored coverage options to meet the unique needs of each individual or business. For example, the county is home to several large manufacturing companies, and an insurance broker can help these businesses navigate the complex world of workers' compensation insurance. Additionally, Spartanburg County has a significant population of retirees, and an insurance broker can assist in finding the best Medicare supplement plans to meet their healthcare needs. With the ever-changing landscape of insurance policies and regulations, having an experienced insurance broker to guide and advocate for residents of Spartanburg County can make all the difference in securing the best coverage at an affordable price.

Wealth Management

Residents of Spartanburg County, SC can benefit from the expertise of a wealth manager in a variety of ways. With a wealth manager, individuals can receive guidance on investment strategies that align with their financial goals. Wealth managers can also assist with retirement planning and ensure that individuals have a solid plan in place for their future. Furthermore, for those in Spartanburg County, SC who may have inherited a large sum of money or are experiencing a significant life event, such as a divorce or the sale of a business, a wealth manager can provide sound advice on how to manage these assets and navigate the complex financial landscape. Given the unique economic challenges that face the region, such as the decline of the textile industry and the need for diversification, a wealth manager can offer tailored solutions to help residents of Spartanburg County, SC achieve financial stability and success.

Financial Advisor

Residents of Spartanburg County, SC can benefit from the expertise of a financial advisor in several ways. One particular area where a financial advisor can be of great help is in the management of retirement savings. Spartanburg County has a large population of retired individuals, and a financial advisor can assist them in creating a comprehensive plan to ensure they have enough money to last throughout their retirement years. This plan can include investment strategies, tax planning, and risk management. Additionally, a financial advisor can help residents of Spartanburg County with estate planning, college savings, and debt management. With the help of a financial advisor, residents can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Spartanburg County, SC can benefit greatly from the services of a mortgage loan officer. These professionals provide assistance in securing financing for the purchase of a home, which is especially important in a county where the median home value is $151,600. With their expertise, mortgage loan officers can help residents navigate the complex world of home financing, including understanding the different types of loans available, identifying the best lenders, and securing the most favorable terms. Additionally, they can help residents with less-than-perfect credit histories find ways to improve their credit scores and qualify for better loan terms. Overall, the services of a mortgage loan officer can make the home buying process much smoother and more manageable for residents of Spartanburg County, SC.

Tax Services

Residents of Spartanburg County, SC can benefit greatly from the expertise of a tax advisor in several ways. Firstly, with the county being home to a large number of retirees, a tax advisor can help them navigate the complex tax laws surrounding social security benefits, pensions, and retirement income. Additionally, Spartanburg County is a hub for small businesses, and a tax advisor can assist these entrepreneurs in maximizing their deductions and minimizing their tax liability. Furthermore, Spartanburg County has a thriving real estate market, and a tax advisor can provide guidance on tax implications related to property ownership, such as capital gains taxes and property tax assessments. Overall, a tax advisor can provide invaluable assistance to residents of Spartanburg County in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Spartanburg County, SC can benefit from the expertise of an estate planning lawyer in several ways. Specifically, the lawyer can help residents navigate the complex laws and regulations surrounding estate planning in South Carolina. This includes creating wills, trusts, and other legal documents that ensure a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents minimize taxes and other expenses associated with estate planning, which is especially important in Spartanburg County where property values are high and taxes can be a significant burden. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Spartanburg County, helping them protect their assets and ensure their loved ones are taken care of after they are gone.

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