Retirement Planning in Sumter County, SC

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List of Firms

Top Retirement Planners in Sumter County, SC

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Doug Jolley Retiring Sharp (Southern Health and Retirement Planning)
5 out of 5
Location 1186 Columbia Ave #102, Irmo, SC 29063, USA
Phone (803) 318-3684
Language https://sharp.sc/
Directions
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Isaac Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 109 N Main St, Sumter, SC 29150, USA
Phone (803) 934-1588
Language https://www.ameripriseadvisors.com/isaac.m.carr?cid=IP_local_google
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Michael Oana Retirement Planning Specialist
5 out of 5
Location 4408 Forest Dr #2001, Columbia, SC 29206, USA
Phone (803) 790-8989
Language http://www.michaeloana.com/
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1307 Peach Orchard Rd, Sumter, SC 29154, USA
Phone (803) 494-9475
Language https://www.edwardjones.com/
Directions
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Asset Management and Planning, LLC
SEC File# 801-60743
CRD# 113961
Location 602 Meeting St Suite C, West Columbia, SC 29169, USA
Phone (803) 739-6311
Language http://www.assetmgtplanning.com/
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 – 12:00 PM Saturday: Closed Sunday: Closed
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
Language http://www.stifel.com/branch/sc/sumter
Directions
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Richard Bunch - Financial Advisor, Ameriprise Financial Services, LLC
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
Language https://www.ameripriseadvisors.com/Richard.Bunch/?cid=IP_local_google
Directions
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Bailey & Associates
Location 1122 Lady St # 605, Columbia, SC 29201, USA
Phone (803) 799-6850
Language http://www.bailey-advisers.com/
Directions
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Santee-Lynches Regional Council of Governments
5 out of 5
Location Main office: 2525 Corporate Way #200, Sumter, SC 29154; Annex:, 39 E Calhoun St, Sumter, SC 29150, USA
Phone (803) 775-7381
Language http://www.santeelynchescog.org/
Directions
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Brookdale Sumter
1 out of 5
Location 1180 Wilson Hall Rd, Sumter, SC 29150, USA
Phone (803) 469-4508
Language https://www.brookdale.com/en/communities/brookdale-sumter.html?cid=yext
Directions
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Allen Associates Fiscal Services, LLC
5 out of 5
Location 209 N Washington St, Sumter, SC 29150, USA
Phone (803) 778-2285
Language http://www.allenassociatesfs.com/
Directions
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Sumter Grove Senior Living
5 out of 5
Location 2500 Lin-Do Ct, Sumter, SC 29150, USA
Phone (803) 469-4490
Language https://sumtergroveseniorliving.com/
Directions
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First Command
Location 2610 Hardee Ct, Sumter, SC 29150, USA
Phone (803) 233-1830
Language https://advisor.firstcommand.com/us/sc/sumter?utm_source=google_my_business&utm_medium=local_search
Directions
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Resource Financial Services NMLS# 1361316
5 out of 5
Location 545 Bultman Dr, Sumter, SC 29150, USA
Phone (803) 469-0645
Language http://resourcefinancialservices.com/
Directions
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Sumter City-County Planning Department
3 out of 5
Location 12 W Liberty St, Sumter, SC 29150, USA
Phone (803) 774-1660
Language http://www.sumtersc.gov/planning
Directions
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Dillard Financial Solutions
5 out of 5
Location 2381 Peach Orchard Rd # C, Sumter, SC 29154, USA
Phone (803) 499-6623
Language http://www.dillardfinancialsolutionsinc.com/
Directions
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First Command Financial Advisor - Ryan Gay
Location 4406 A Forest Dr Suite 3, Columbia, SC 29206, USA
Phone (803) 790-7118
Language https://advisor.firstcommand.com/us/sc/columbia/rjgay
Directions
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Covenant Place
4 out of 5
Location 2825 Carter Rd, Sumter, SC 29150, USA
Phone (803) 469-7007
Language http://www.covenantplace.org/
Directions
Retirement Planning in Sumter County, SC

About Sumter County, SC for Those Planning to Retire

Sumter County, SC is a vibrant and bustling community in the heart of the Palmetto State. With a rich history and diverse population, Sumter County is home to a number of landmarks and attractions that draw visitors from near and far. From the historic Sumter Opera House to the beautiful Swan Lake Iris Gardens, there is no shortage of things to see and do in this dynamic county. When it comes to employment, Sumter County boasts a number of top employers, including Shaw Air Force Base, Tuomey Healthcare System, and Continental Tire. These companies provide job opportunities for thousands of residents and contribute to the county's strong economy. Major highways and streets in Sumter County include Interstate 95, U.S. Route 15, and U.S. Route 76. These thoroughfares connect Sumter County to other parts of the state and beyond, making it easy for residents and visitors to get around.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sumter County, SC can benefit greatly from the services provided by a bank. One specific way that a bank can help the community is by providing loans to small businesses. Sumter County is home to many small businesses, ranging from family-owned restaurants to boutique shops. These businesses often need financial assistance to grow and expand, and a bank can provide the necessary funds to make this happen. In addition, a bank can offer financial education and resources to help residents manage their money more effectively. This is especially important in Sumter County, where the poverty rate is higher than the state average. By providing loans and financial education, a bank can play a crucial role in helping Sumter County residents achieve financial stability and success.

Insurance Broker

Residents of Sumter County, SC can benefit greatly from the services of an insurance broker. With the county's population of over 107,000 people, finding the right insurance coverage can be a daunting task. An insurance broker can help residents navigate the complexities of the insurance market and find the best policies to fit their specific needs. Moreover, Sumter County is home to a significant number of military personnel and veterans, and an insurance broker can provide specialized coverage options tailored to their unique circumstances. Additionally, Sumter County is prone to natural disasters such as hurricanes and floods, making it crucial for residents to have adequate insurance coverage to protect their homes and property. An insurance broker can help residents understand their options and ensure they have the necessary coverage to weather any storm.

Wealth Management

Residents of Sumter County, SC could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager could provide guidance on investment strategies that are tailored to the unique economic climate of Sumter County. With its strong agricultural sector and growing manufacturing industry, Sumter County presents a range of investment opportunities that require careful analysis and planning. Secondly, a wealth manager could help residents navigate the complex tax laws that apply in South Carolina, ensuring that they are taking advantage of all available tax breaks and minimizing their tax liabilities. Finally, a wealth manager could provide advice on estate planning and asset protection, helping residents to preserve their wealth for future generations. With its rich history and diverse economy, Sumter County offers a wealth of opportunities for those who are willing to invest wisely, and a skilled wealth manager can help residents to make the most of these opportunities.

Financial Advisor

Residents of Sumter County, SC could greatly benefit from the expertise of a financial advisor in multiple ways. With a population of over 106,000, many individuals may struggle with managing their finances, particularly in the wake of the COVID-19 pandemic. A financial advisor could assist residents in creating a budget, developing a savings plan, and investing wisely. Additionally, with the median household income in Sumter County being $45,000, many may not be aware of all the financial resources available to them. A financial advisor could help residents navigate the complex world of taxes, insurance, and retirement planning. Furthermore, with Sumter County being home to the Shaw Air Force Base, military families may require specialized financial advice regarding their unique benefits and challenges. Overall, a financial advisor could provide invaluable assistance to the residents of Sumter County, helping them achieve financial stability and security.

Mortgage Loan Officer

Residents of Sumter County, SC can benefit from the expertise of a mortgage loan officer in a variety of ways. One specific need in Sumter County is the demand for affordable housing. A skilled loan officer can assist potential homebuyers in navigating the complex process of securing a mortgage, ensuring that they are able to find a home that meets their needs and budget. Additionally, with the recent growth in the county's economy, many residents may be interested in refinancing their existing mortgages to take advantage of lower interest rates. A loan officer can provide guidance on the best options for refinancing, potentially saving homeowners thousands of dollars over the life of their loan. Finally, for those looking to invest in real estate, a mortgage loan officer can provide valuable insights on the local market, helping them to make informed decisions and maximize their returns.

Tax Services

Residents of Sumter County, SC can benefit greatly from the assistance of a tax advisor. With a population of over 100,000 people, Sumter County is home to a diverse group of individuals and businesses who may require specialized tax advice. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. For example, many residents of Sumter County may be eligible for tax credits and deductions related to the agricultural industry, which is a significant part of the local economy. Additionally, with the recent changes to the tax code, it can be challenging for individuals to understand how these changes will impact their tax liability. A tax advisor can provide guidance on how to minimize tax liabilities and maximize deductions, ensuring that residents of Sumter County are fully compliant with all applicable tax laws. Ultimately, working with a tax advisor can help residents of Sumter County save money and reduce the stress and uncertainty that often comes with tax season.

Estate Planning Lawyer

Residents of Sumter County, SC would benefit immensely from the services of an estate planning lawyer. The county, which is located in the heart of South Carolina, is home to many families and individuals who have accumulated significant assets over the years. An estate planning lawyer can help these individuals protect their assets and ensure that they are distributed according to their wishes after their passing. Moreover, with the county's strong military presence, many residents may require special provisions in their estate plans to ensure that their affairs are properly managed during times of deployment or other military obligations. An estate planning lawyer can provide guidance and support to these individuals, helping them navigate the complexities of the legal system and ensuring that their loved ones are provided for in the event of their passing. Overall, an estate planning lawyer can be an invaluable resource for residents of Sumter County, SC, providing them with the peace of mind that comes with knowing their affairs are in order.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a professional retirement planner in Sumter County, SC can be a valuable resource for individuals who are looking to secure their financial future. These services can include a comprehensive analysis of an individual's current financial situation, identifying financial goals, and developing a personalized plan to achieve those goals. The retirement planner can assist with investment management, tax planning, and estate planning, among other services. Sumter County, SC, with its diverse economy and rich history, presents unique opportunities and challenges for retirement planning. The planner can help navigate the complexities of the local economy, including the impact of military bases, healthcare facilities, and manufacturing industries on retirement planning. Additionally, the planner can provide guidance on how to make the most of the natural beauty and cultural attractions of Sumter County, SC, such as the Swan Lake Iris Gardens and the Sumter Opera House, in retirement.

Sumter County, SC is the ideal location to find a retirement planner due to its unique blend of natural beauty and urban convenience. With its lush greenery and serene landscapes, Sumter County offers a tranquil environment that promotes relaxation and tranquility, making it the perfect place for retirees to settle down and enjoy their golden years. However, what truly sets Sumter County apart is its dynamic economy and vibrant community, which provide retirees with a wealth of opportunities to stay active and engaged. From its bustling downtown area to its numerous recreational facilities and cultural attractions, Sumter County has something for everyone. Whether you're looking to stay physically fit, pursue your passions, or simply enjoy the company of like-minded individuals, Sumter County has everything you need to make the most of your retirement years. So if you're looking for a retirement planner who truly understands your needs and aspirations, look no further than Sumter County, SC.