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TOP 30 Financial consulting in York, SC
21 results found
A convenient service for searching for businesses, places and services
Edward Jones - Financial Advisor: Chase Wilson
Edward Jones - Financial Advisor: Chase Wilson is a trusted financial institution located at 1514 Alexander Love Highway in York, South Carolina. As a finance institution, they provide expert advice and personalized services to help clients achieve their financial goals. Chase Wilson, the dedicated financial advisor, offers a range of services including investment planning, retirement planning, and wealth management. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Chase Wilson at Edward Jones.
Edward Jones - Financial Advisor: Robert W Winkler, ChFC®|AAMS™
Edward Jones - Financial Advisor: Robert W Winkler, ChFC®|AAMS™ is a reputable financial institution located at 128 North Congress Street in York, South Carolina, United States. As a certified Chartered Financial Consultant and Accredited Asset Management Specialist, Robert W Winkler provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to client satisfaction and a focus on long-term financial success, Edward Jones - Financial Advisor: Robert W Winkler, ChFC®|AAMS™ is a trusted partner for individuals and families seeking professional financial guidance.
York County Tax Collection
York County Tax Collection is a local government office located at 1070 Heckle Boulevard in Rock Hill, South Carolina. This institution specializes in accounting and finance services related to tax collection for the residents of York County. With a team of knowledgeable professionals, York County Tax Collection ensures that taxes are collected efficiently and accurately to support the local community. Whether you have questions about property taxes or need assistance with payment options, York County Tax Collection is dedicated to providing excellent customer service and financial guidance. Visit their office today to learn more about their services and how they can assist you with your tax needs.
New York Life
New York Life is a reputable insurance agency located at 800 North Jefferies Boulevard in Walterboro, South Carolina, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as highly customizable long-term coverage tailored to individual needs and budgets. With the ability to invest policy cash values in the market, New York Life provides expert guidance on creating investment strategies for future financial needs. They also offer insurance solutions for employees, executives, business owners, and small businesses, along with charitable giving and community support initiatives. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, providing tailored financial solutions to help individuals and families prosper. Their commitment to responsible investing and community engagement reflects their values of diversity, responsibility, and service. With the highest financial strength ratings and a mission to make the world a better place, New York Life is dedicated to helping individuals, families, and communities thrive.
New York Life
New York Life is an insurance agency located at 100 South Main Street in Summerville, South Carolina. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that can be customized to fit your needs and budget. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and providing insurance options for employees, executives, and small business owners. Their financial advisors specialize in creating custom insurance and financial solutions to meet individual needs and goals. With a focus on giving back to communities and charitable initiatives, New York Life is committed to helping individuals protect their families and secure their financial futures.
Gene Adkins & Associates--New York Life Insurance
Gene Adkins & Associates--New York Life Insurance is a reputable finance and insurance agency located at 135 Eagles Nest Drive in Seneca, South Carolina. With a focus on providing top-notch insurance services to individuals and families, they offer a wide range of life insurance products to meet the diverse needs of their clients. With a team of experienced professionals, Gene Adkins & Associates is dedicated to helping their clients achieve financial security and peace of mind. Whether you are looking for term life, whole life, or universal life insurance, they have the knowledge and expertise to guide you through the process and find the best policy for your specific needs. Visit Gene Adkins & Associates--New York Life Insurance today to secure your future and protect your loved ones.
Henry Mcgee, Principal - Financial Resources, Llc
Henry McGee, Principal at Financial Resources, LLC, located at 1228 South Pleasantburg Drive in Greenville, South Carolina, is dedicated to providing individuals with the tools and resources necessary to secure their financial future. Specializing in life insurance and voluntary benefits programs for businesses, Henry and his team are committed to helping clients make informed decisions that align with their unique financial goals. With a deep-rooted tradition in finance, Financial Resources LLC was founded by the McGee family and continues to serve clients with integrity and professionalism. Henry and Samuel McGee are licensed agents with New York Life Insurance Company, as well as other independent insurance companies, offering a range of insurance products tailored to meet the needs of individuals and businesses.
Dana Halpern, Financial Professional - New York Life
Dana Halpern, Financial Professional at New York Life in Charleston, South Carolina, offers a wide range of financial services including insurance policies with guaranteed benefits, long-term coverage options, and investment opportunities. With expertise in creating personalized strategies for clients, Dana helps individuals and businesses protect their financial futures and achieve their goals. From life insurance to retirement planning, Dana is dedicated to providing guidance and support through life's biggest moments. With a focus on giving back to the community and charitable initiatives, Dana Halpern is committed to making a difference at both a local and national level. Contact Dana Halpern to learn more about how to secure your family's future and prepare for your financial needs.
Robert Shoff New York Life Partner
Robert Shoff New York Life Partner is a reputable finance institution located at 200 Meeting Street in Charleston, South Carolina, United States. With a focus on providing top-notch financial services and products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you're looking for retirement planning, investment advice, or insurance solutions, our experts are here to guide you every step of the way. Trust Robert Shoff New York Life Partner to be your trusted partner in financial success.
Marjorie Hanger, Financial Professional - New York Life
Marjorie Hanger, Financial Professional at New York Life, located at 200 Meeting Street in Charleston, South Carolina, offers expert financial and insurance services to individuals and businesses. With a focus on personalized solutions and exceptional customer service, Marjorie Hanger helps clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Marjorie Hanger is dedicated to providing you with the guidance and support you need. Trust in Marjorie Hanger and New York Life for all your financial and insurance needs.
York Tax & Services
York Tax & Services is a trusted accounting and finance institution located at 68 Pine House Road in Trenton, South Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial services to individuals and businesses in the local community. With a focus on accuracy and personalized attention, we strive to help our clients achieve their financial goals. Contact us today to learn more about how York Tax & Services can assist you with all your accounting and finance needs.
Jim Killen - State Farm Insurance Agent
Jim Killen - State Farm Insurance Agent is a trusted insurance agency located at 620 East Liberty Street in York, South Carolina, United States. Specializing in retirement plans such as SEP IRAs, SIMPLE IRAs, and 401ks, they help small businesses attract and retain employees. They also offer valuable tips to help individuals avoid the dangers of drunk driving and build strong money management habits. For your security, sensitive personal information should not be shared on their website. If you require assistance using their website with a screen reader, please call (803) 684-2344. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company provide life insurance and annuities, with State Farm VP Management Corp. offering investment products.
JW Watts Tax Service
JW Watts Tax Service is a reputable tax preparation company located at 108 South White Street in Lancaster, South Carolina. Established in 1952, our experienced team of tax preparers has over 70 years of combined experience in the industry. Whether you need personal or business tax services, we have you covered. We specialize in ensuring your tax return meets federal regulations and identifying potential tax benefits you may have missed. Our electronic filing service allows for quick and secure tax refunds, while our refund transfer service enables you to cover authorized fees with your refund. Additionally, we offer payroll services to help business owners manage tax obligations and avoid IRS penalties. At JW Watts Tax Service, we prioritize providing top-notch customer service and treating every client like family. Brian, our dedicated tax expert, has been recognized with the Lancaster Readers Choice Best of The Best Award. We proudly serve residents in Chester, Lancaster, and York County. Visit us during tax season from January 1 to April 15, Monday to Friday from 7:30AM to 6:00PM, and Saturdays from 7:30AM to 12:00PM. Our hours from April 16 to December 31 are Monday, Tuesday, and Thursday from 8:00AM to 4:00PM, and Friday from 8:00AM to 12:00PM. Contact us at 803-283-8511 for all your tax service needs.
H&R Block
H&R Block is a trusted accounting and finance institution located at 822A East Liberty Street in York, South Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert advice and personalized service to help you achieve your financial goals.
Midway Tax Services
Midway Tax Services is a trusted accounting and finance institution located at 6 State Route 307 in York, South Carolina, United States. We specialize in providing a wide range of tax services to individuals and businesses, ensuring that our clients receive expert guidance and support when it comes to managing their finances. Our team of experienced professionals is dedicated to helping you navigate the complexities of tax laws and regulations, making the process as smooth and stress-free as possible. Whether you need assistance with tax preparation, planning, or filing, Midway Tax Services is here to help you achieve your financial goals.
Infinity Accounting LLC
Infinity Accounting LLC is a reputable accounting and finance institution located in York, South Carolina. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their finances effectively. From bookkeeping and tax preparation to financial planning and consulting, we are dedicated to providing top-notch services tailored to meet our clients' specific needs. Visit us at 30 North Congress Street to learn more about how we can help you achieve your financial goals.
McMillan PLLC
McMillan PLLC is a dynamic law firm located at 184 East Bay Street in Charleston, South Carolina, with additional offices in Charlotte, North Carolina. Our team is dedicated to providing innovative legal solutions in the areas of business law, commercial real estate, and financial services. Our attorneys are passionate about helping clients achieve their goals and protect their businesses. We prioritize honesty, loyalty, and dependability in all our relationships. With a background in diverse industries and a commitment to meeting deadlines, we strive to provide top-notch legal counsel to our clients.
Ralph C. Gruendling and Associates
Ralph C. Gruendling and Associates is a finance institution located at 821 North Main Street, Anderson, South Carolina, United States. They specialize in helping individuals prepare for their long-term financial objectives, whether it be funding their children's college education, protecting their family, or ensuring a secure retirement. Their trained professionals can assist in identifying financial needs and determining the best insurance and financial products to meet goals. Ralph C. Gruendling is licensed to sell insurance through New York Life and other independent insurance companies in several states. They also offer securities products and services through NYLIFE Securities LLC. Budgeting, handling surprises, and navigating financial decisions during major life events like marriage or divorce are areas where they can provide guidance. It's important to note that they do not offer tax, legal, or accounting advice, and individuals should consult with their own professionals in those areas.
Elliott Davis LLC
Elliott Davis LLC is a forward-thinking accounting and finance institution located at 211 York Street Northeast in Aiken, South Carolina, United States. Since 1920, we have been providing a full spectrum of assurance services to help businesses make informed decisions. Our 360-degree approach ensures that we understand your business thoroughly and deliver results-oriented solutions. We are constantly innovating to find new ways to reduce tax-related costs for our clients, turning economic challenges into opportunities for value creation. As an independent firm associated with Moore North America, we offer our clients access to national and international resources through Moore's global network. This means that no matter where your business takes you, Elliott Davis has resources available to assist your needs.
Legacy Wealth Management
Legacy Wealth Management, located at 210 Wingo Way in Mount Pleasant, South Carolina, is a financial consulting firm dedicated to helping clients achieve and preserve financial integrity. Our team of experienced investment professionals offers personalized asset analysis, allocation, and investment services using advanced technology in the financial service industry. As an advisor, we pledge our knowledge, resources, and dedication to integrity in all that we do. Securities are offered through LPL Financial, with investment advice provided through Maryland Financial Group, a registered investment advisor. Raymond B Firestone, Cathryn A. Cato, and David J. Mandell are the insurance representatives associated with Legacy Wealth Management. We serve residents in various states including California, Delaware, Florida, Georgia, Indiana, Louisiana, Massachusetts, Mississippi, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, and Tennessee. Contact us today to learn more about how we can help you with your financial goals.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 1012 York Street Northeast in Aiken, South Carolina, United States. Specializing in tax preparation services, Jackson Hewitt helps individuals and businesses navigate the complexities of tax laws and maximize their refunds. With a team of knowledgeable and experienced tax professionals, clients can trust Jackson Hewitt to provide accurate and reliable tax filing assistance. Whether you need help with personal income taxes or business tax returns, Jackson Hewitt Tax Service is dedicated to helping you achieve financial success.
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List of businesses, places and services in South Carolina
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