Asset management advisor in Seneca, South Carolina

Crescent Financial Advisors, led by Jan S. Fredman and Lori T. Kelley, is a reputable finance institution located at 10704 Clemson Boulevard in Seneca, South Carolina, United States. With a focus on providing personalized financial advice and planning services, their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your assets, Crescent Financial Advisors offers tailored solutions to meet your individual needs. Trustworthy, reliable, and committed to excellence, they are a trusted partner for all your financial needs.

Edward Jones - Financial Advisor Sharon M Mack, CFP®|CIMA®|AAMS™ is a reputable financial institution located at 15889 Wells Highway in Seneca, South Carolina, United States. With a team of highly qualified professionals, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), and Accredited Asset Management Specialist (AAMS™), they provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or managing your investments, Sharon M Mack and her team are dedicated to providing expert guidance and support to help you make informed decisions and secure your financial future.

COPE Wealth Management Group is a leading finance institution located at 530 U.S. 123 in Seneca, South Carolina, United States. With a team of experienced financial advisors, COPE Wealth Management Group offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, COPE Wealth Management Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in COPE Wealth Management Group to guide you towards a secure financial future.

Frierson Capital Management is a finance institution located at 135 Eagles Nest Drive in Seneca, South Carolina, United States. Specializing in investment management and financial planning, Frierson Capital Management offers a range of services to help clients reach their financial goals. With a team of experienced professionals, Frierson Capital Management is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frierson Capital Management is here to help you navigate the complexities of the financial world.

Sam Head - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 119A Professional Park Drive in Seneca, South Carolina, is a finance institution offering a range of certifications and designations to ensure clients receive expert financial advice tailored to their specific needs. Sam Head holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to excellence and ethical practices in asset management, estate planning, investment fiduciary practices, and portfolio management. Additionally, Sam Head is trained in areas such as behavioral finance, philanthropy, annuities, retirement planning, divorce financial analysis, estate planning, exit planning, and more. With a focus on providing comprehensive and specialized financial services, Sam Head is dedicated to helping clients achieve their financial goals and secure their financial future.

Carolinas Wealth Management, located at 119-A Professional Park Drive in Seneca, South Carolina, is a trusted finance institution affiliated with Ameriprise Financial Services, LLC. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek. Our team of financial advisors is dedicated to helping clients achieve their financial goals and protect themselves against potential risks. We offer complimentary initial consultations to discuss your financial needs and provide an overview of financial planning concepts. Our advisors are registered to do business in certain U.S. states and adhere to strict regulatory guidelines.