Finance consulting in Lexington, South Carolina
82 results found
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Luke Harris - Thrivent
● OpenLuke Harris - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Unlike most advisors, we take a comprehensive approach to help Christians save and invest wisely. We are licensed in multiple states including AL, FL, GA, KY, MN, NC, SC, and TX. Our institution provides investment advice for Christians seeking long-term relationships with their Financial Advisor. Licensing information can be found through your State Insurance Department’s website.
1909 Augusta Hwy, Lexington, SC 29072, United States -
Alan Hyatt - Thrivent
● OpenAlan Hyatt - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Committed to creating values-based financial plans, they offer services such as Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice but offers advice and guidance through their Financial Planning Framework. Licensed through the State Insurance Department and affiliated with Thrivent Financial for Lutherans, they offer insurance products, securities, and investment advisory services. Thrivent Investment Management Inc., a registered investment adviser, is a subsidiary of Thrivent and offers services to clients. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.
1909 Augusta Hwy, Lexington, SC 29072, United States -
Edward Jones - Financial Advisor: Karen L Ross
● OpenEdward Jones - Financial Advisor: Karen L Ross is a reputable finance institution located at 109 Old Rapids Road in Lexington, South Carolina, United States. Karen L Ross is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Karen L Ross can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Karen L Ross is the go-to destination for all your financial needs.
109 Old Rapids Rd Ste A, Lexington, SC 29072, United States -
Raz Bradley - Thrivent
● OpenRaz Bradley - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized planning and investment strategies. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us today to learn more about how Raz Bradley - Thrivent can help you secure a brighter financial future.
1909 Augusta Hwy, Lexington, SC 29072, United States -
David Elliott - Thrivent
● OpenDavid Elliott - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. With a focus on helping individuals and families achieve financial security and peace of mind, David Elliott - Thrivent offers a wide range of financial services and products. Whether you are looking to plan for retirement, invest for the future, or protect your assets, their team of experienced professionals is dedicated to providing personalized solutions tailored to your unique financial goals. Visit David Elliott - Thrivent today to start building a solid financial foundation for tomorrow.
1909 Augusta Hwy, Lexington, SC 29072, United States -
Palmetto Assurance - Ty Erving
● OpenPalmetto Assurance - Ty Erving is a trusted finance and insurance agency located at 237 Charter Oak Road in Lexington, South Carolina, United States. With a commitment to providing top-notch services and personalized solutions, Palmetto Assurance - Ty Erving is dedicated to helping individuals and businesses protect their assets and achieve financial stability. Whether you are looking for insurance coverage or financial planning advice, the experienced professionals at Palmetto Assurance - Ty Erving are here to assist you every step of the way. Visit us today and let us help you secure your future.
237 Charter Oak Rd., Lexington, SC 29072, United States -
Ryan Eugene Westmoreland - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRyan Eugene Westmoreland is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 311 Meetze Avenue in Lexington, South Carolina, United States. As a finance institution, Ryan Eugene Westmoreland holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ryan Eugene Westmoreland's expertise in wealth management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continued education, Ryan Eugene Westmoreland provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
311 Meetze Ave, Lexington, SC 29072, United States -
Webb Atkinson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWebb Atkinson is a financial advisor at Ameriprise Financial Services, LLC located at 947A East Main Street in Lexington, South Carolina, United States. Webb Atkinson holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning topics such as asset management, estate planning, investment strategies, and retirement planning. Webb Atkinson is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with asset allocation, investment opportunities, insurance products, or estate planning, Webb Atkinson is committed to helping you achieve your financial goals. With a focus on ethical practices and comprehensive knowledge of fiduciary practices, Webb Atkinson is a trusted advisor in the finance industry. Contact Webb Atkinson today for personalized financial planning services tailored to your specific needs.
947A E Main St, Lexington, SC 29072, United States -
Generational Strategic Design - Ameriprise Financial Services, LLC
● OpenGenerational Strategic Design - Ameriprise Financial Services, LLC is a finance institution located at 947A East Main Street, Lexington, South Carolina, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution offers a Client Relationship Summary Disclosure and background and qualification information is available at FINRA's BrokerCheck website. Discover what factors are driving the positive backdrop for stock prices and whether the current bull market rally will extend further into 2024. Retirement planning questions such as financial stability, market fluctuations, and inflation concerns are addressed through the Retirement InteractiveSM tool. Ameriprise financial advisors are registered to do business in certain U.S. states only. The institution cannot guarantee future financial results. Users of the site agree to adhere to Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a Member of FINRA and SIPC. The institution values the opportunity to assist friends and family members in achieving their financial goals. Referrals can expect to hear from Ameriprise Financial Services soon. The institution emphasizes privacy and security through its Privacy and Security Center, Online Security Guarantee, and information about Email Fraud.
947A E Main St, Lexington, SC 29072, United States -
Edward Jones - Financial Advisor: Chris Jewett
● OpenEdward Jones - Financial Advisor: Chris Jewett is a reputable finance institution located at 111 B Ivy Park Lane in Lexington, South Carolina. As a trusted financial advisor, Chris Jewett provides personalized investment and wealth management services to individuals and businesses in the United States. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Chris Jewett is dedicated to providing expert financial guidance and exceptional customer service. Contact Chris Jewett today to start planning for a secure financial future.
111 B Ivy Park Ln, Lexington, SC 29072, United States -
Heath Bartlett - Financial Advisor, Ameriprise Financial Services, LLC
● OpenHeath Bartlett - Financial Advisor, Ameriprise Financial Services, LLC, located at 947A East Main Street, Lexington, South Carolina, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Heath Bartlett is equipped to provide expert advice on asset management, estate planning, retirement planning, investment strategies, and insurance products. As a Certified Financial Planner™ and Chartered Financial Analyst®, Heath Bartlett is committed to upholding the highest standards of professionalism and ethics in the financial industry. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Heath Bartlett can provide personalized solutions to help you achieve your financial goals.
947A E Main St, Lexington, SC 29072, United States -
Edward Jones - Financial Advisor: Jason W Kyzer, ChFC®
● OpenEdward Jones - Financial Advisor: Jason W Kyzer, ChFC® is a trusted financial institution located at 127 Library Hill Lane in Lexington, South Carolina, United States. Specializing in finance, Jason W Kyzer, ChFC® offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones provides expert advice and guidance to individuals and businesses looking to secure their financial future. Contact Jason W Kyzer, ChFC® today to start planning for tomorrow.
127 Library Hill Ln Suite B, Lexington, SC 29072, United States -
Omni Wealth Advisors - Ameriprise Financial Services, LLC
● OpenOmni Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 311 Meetze Avenue in Lexington, South Carolina, United States. We prioritize your goals, whether it's retirement planning, education funding, or a major purchase. Our team provides personalized investment and portfolio recommendations based on your individual goals and risk tolerance. We offer regular meetings to review and adjust your financial plan as needed. You can easily access your investments and track your progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Our financial advisors are registered in certain U.S. states, and we adhere to strict rules and regulations to ensure the security of your information. Let us help you and your loved ones reach your financial goals. Contact us today to get started.
311 Meetze Ave, Lexington, SC 29072, United States -
Edward Jones - Financial Advisor: Kevin Madden, AAMS™
● OpenEdward Jones - Financial Advisor: Kevin Madden, AAMS™ is a reputable finance institution located at 1356 North Lake Drive in Lexington, South Carolina, United States. Kevin Madden, a trusted and experienced financial advisor, holds the Accredited Asset Management Specialist™ designation, demonstrating his expertise in providing personalized financial solutions to clients. With a focus on building long-term relationships and helping individuals and families achieve their financial goals, Kevin Madden and his team at Edward Jones are dedicated to providing top-notch financial advice and services. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones - Financial Advisor: Kevin Madden, AAMS™ is committed to helping you secure your financial future.
1356 N Lake Dr, Lexington, SC 29072, United States -
David Wealth Management Group
● OpenDavid Wealth Management Group is a leading finance institution located at 801 North Lake Drive in Lexington, South Carolina, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With a focus on building long-term relationships and providing expert financial advice, we strive to empower our clients to make informed decisions and secure their financial future. Contact us today to learn more about how David Wealth Management Group can help you reach your financial goals.
801 N Lake Dr Suite 200, Lexington, SC 29072, United States -
RMC Financial Services
● OpenRMC Financial Services, located at 205 Columbia Avenue in Lexington, South Carolina, is a finance institution that is here to help with both planned and unplanned expenses. Whether you need a personal loan for a new opportunity, a small disaster, or an unexpected expense, RMC Financial Services is ready to assist you. You can prequalify online for a personal loan without affecting your credit score. The friendly and knowledgeable loan specialists at RMC Financial Services are dedicated to finding a loan solution that fits your needs and budget, even if you don't have perfect credit. Checking for loan offers won't impact your credit score, so you can feel confident exploring your options.
205 Columbia Ave Suite J, Lexington, SC 29072, United States -
Edward Jones - Financial Advisor: Jake Barth
● OpenEdward Jones - Financial Advisor: Jake Barth is a reputable financial institution located at 127 Library Hill Lane in Lexington, South Carolina, United States. Specializing in accounting and finance, Jake Barth offers expert advice and personalized financial solutions to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jake Barth is dedicated to providing top-notch financial services to clients in the Lexington area.
127 Library Hill Ln ste b, Lexington, SC 29072, United States -
Allstate Personal Financial Representative: Leonard Moore
● OpenAllstate Personal Financial Representative Leonard Moore is a trusted finance and insurance agency located at 602 East Main Street in Lexington, South Carolina, United States. With years of experience in the industry, Leonard Moore offers personalized financial services to help clients achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, Leonard Moore is dedicated to providing top-notch service and tailored solutions to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
602 E Main St, Lexington, SC 29072, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a financial institution located at 5490 Sunset Boulevard in Lexington, South Carolina, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and expertise to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence.
5490 Sunset Blvd, Lexington, SC 29072, United States -
Caldwell, Inc. of SC
● OpenCaldwell, Inc. of SC is a finance institution located at 220 East Main Street in Lexington, South Carolina, United States. With a strong focus on providing financial services to individuals and businesses in the area, Caldwell, Inc. offers a range of financial solutions to meet the diverse needs of its clients. Whether you are looking for assistance with investments, loans, or other financial matters, the experienced team at Caldwell, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
220 E Main St, Lexington, SC 29072, United States -
Frank Douglass, CPA CFP
● OpenFrank Douglass, CPA CFP is a reputable accounting and finance institution located at 123 Library Hill Lane in Lexington, South Carolina, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our certified public accountants and certified financial planners are here to assist you every step of the way. Trust Frank Douglass, CPA CFP for all your accounting and finance needs.
123 Library Hill Ln STE B, Lexington, SC 29072, United States -
Cummings & Associates, LLC
● OpenCummings & Associates, LLC is a reputable accounting and finance institution located at 801 North Lake Drive in Lexington, South Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial consulting. Clients can trust Cummings & Associates, LLC to provide accurate and reliable financial guidance to help them achieve their financial goals.
801 N Lake Dr, Lexington, SC 29072, United States -
Bank of America ATM (Drive-thru)
● OpenThe Bank of America ATM (Drive-thru) at 5559 Sunset Boulevard in Lexington, South Carolina, offers convenient access to banking services for customers on the go. This ATM allows customers to withdraw cash, check account balances, and make deposits without ever having to leave their vehicle. With its secure and user-friendly interface, this ATM is a reliable option for those looking to manage their finances quickly and efficiently. Whether you're in need of cash or simply need to check your account balance, the Bank of America ATM (Drive-thru) is here to help.
5559 Sunset Blvd, Lexington, SC 29072, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service located at 1780 South Lake Drive in Lexington, South Carolina, offers finance services to help you get your biggest refund. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you in maximizing your refund. Our location in Walmart allows you to conveniently drop off your tax documents while you shop, ensuring a hassle-free experience. Our Tax Pros are proficient in both English and Spanish, catering to a diverse range of clients. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, our team is here to help. Book an appointment online or call us at (803) 216-8500 to secure time with a Tax Pro. Trust Jackson Hewitt Tax Service in Walmart for expert tax preparation services that prioritize your financial well-being.
1780 S Lake Dr, Lexington, SC 29073, United States -
Frank Mc Leod - Financial Advisor, Ameriprise Financial Services, LLC
● OpenFrank Mc Leod is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 311 Meetze Avenue in Lexington, South Carolina. With years of experience in the finance industry, Frank Mc Leod provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Frank Mc Leod is dedicated to providing expert guidance and support every step of the way. Contact Frank Mc Leod at Ameriprise Financial Services, LLC for a comprehensive financial consultation today.
311 Meetze Ave, Lexington, SC 29072, United States -
James Culp - Thrivent
● OpenJames Culp - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Specializing in financial planning and investment services, James Culp - Thrivent is committed to helping individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized guidance and tailored solutions to help clients secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, James Culp - Thrivent is dedicated to providing expert advice and top-notch service. Visit their office today to start planning for a brighter tomorrow.
1909 Augusta Hwy, Lexington, SC 29072, United States -
Nathan Price - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNathan Price is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 947A East Main Street in Lexington, South Carolina. With years of experience in the finance industry, Nathan Price provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or invest for the future, Nathan Price can help create a customized financial strategy tailored to your individual needs. Contact Nathan Price at Ameriprise Financial Services, LLC today to schedule a consultation and take the first step towards securing your financial future.
947A E Main St, Lexington, SC 29072, United States -
Campos Wealth Strategies - D.A. Davidson Wealth Management
● OpenCampos Wealth Strategies - D.A. Davidson Wealth Management is a finance institution located at 4586 Sunset Boulevard in Lexington, South Carolina, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
4586 Sunset Blvd, Lexington, SC 29072, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service, located at 1240 South Lake Drive in Lexington, South Carolina, is a finance institution that specializes in helping individuals with their tax needs. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting your biggest refund possible. Whether you prefer in-person tax preparation, drop-off services, or help with IRS letters, Jackson Hewitt has you covered. Their Tax Pros are proficient in both English and Spanish, making it convenient for Spanish-speaking clients to receive assistance. Book an appointment online or give them a call to reserve time with a Tax Pro, or simply walk in to their office on South Lake Drive. When it comes to your taxes, trust Jackson Hewitt - because when every dollar matters, it matters who does your taxes™.
1240 S Lake Dr, Lexington, SC 29073, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 734 West Main Street in Lexington, South Carolina, United States. With a team of highly skilled professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions to help you achieve your goals. Visit us today and experience the expertise and professionalism that sets H&R Block apart from the rest.
Town Square, 734 W Main St, Lexington, SC 29072, United States
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