Financial life planning in Lexington, SC
12 results found
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Higgins&Halloran Financial Group
● ClosedHiggins&Halloran Financial Group is a reputable finance and insurance agency located at 601 Northwood Road in Lexington, South Carolina, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Higgins&Halloran Financial Group is dedicated to providing personalized and comprehensive financial solutions to meet your needs. Visit them today to discuss your financial goals and start planning for a secure future.
601 Northwood Rd Suite D, Lexington, SC 29072, United States -
Crescent Financial Group
● ClosedCrescent Financial Group is a reputable finance and insurance agency located at 416 West Main Street in Lexington, South Carolina, United States. Our experienced team of professionals is dedicated to providing top-notch financial services and insurance solutions to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Crescent Financial Group is here to help you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in securing your financial future.
416 W Main St, Lexington, SC 29072, United States -
Ryan Eugene Westmoreland - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRyan 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 -
Allstate Personal Financial Representative: Leonard Moore
● ClosedAllstate 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 -
Robbie Streett - State Farm Insurance Agent
● ClosedRobbie Streett - State Farm Insurance Agent is a reputable insurance agency located at 107A Vista Oaks Drive in Lexington, South Carolina, United States. Situated near the intersection of Old Chapin Rd and Old Cherokee Rd, and close to New Providence Elementary School, this agency offers a wide range of insurance and financial services to meet the needs of the community. The dedicated team at Robbie Streett - State Farm Insurance Agent is committed to providing personalized quotes and plans tailored to each individual's requirements. Whether it's auto insurance, homeowners insurance, renters insurance, commercial insurance, or life insurance, they are here to help protect what matters most to you. With a focus on customer service and attention to detail, they strive to ensure that each client receives a plan that safeguards their present needs and future aspirations.
107A Vista Oaks Dr, Lexington, SC 29072, United States -
Misty Stathos - State Farm Insurance Agent
● ClosedMisty Stathos - State Farm Insurance Agent is a reputable insurance agency located at 1207 North Lake Drive in Lexington, South Carolina. Specializing in Insurance and Financial Services, our agency is dedicated to serving residents of Lexington County and beyond. With over 20 years of industry experience, Misty Stathos is a second generation State Farm Agent and a highly qualified professional. Our team of licensed Insurance Professionals is committed to helping you find a comprehensive insurance plan that meets your needs, whether it's Auto Insurance, Home Insurance, Renters Insurance, Boat Insurance, Motorcycle Insurance, Life Insurance, or Financial Services. We also provide assistance to small business owners with their Commercial lines of Insurance. As a member of various prestigious organizations and with a strong presence in the community, Misty Stathos is a trusted resource for all your insurance needs. Contact us today for a personalized insurance plan tailored to your individual requirements.
1207 N Lake Dr, Lexington, SC 29072, United States -
Larry Hutto - State Farm Insurance Agent
● ClosedLarry Hutto - State Farm Insurance Agent is an insurance agency located at 5219 Augusta Road in Lexington, South Carolina, United States. Larry Hutto, a graduate of The Citadel and a father of three, leads the team at this agency. Since opening in 2005, they have been offering a range of insurance services including auto, home, life, and even pet insurance to residents across the entire state of South Carolina. Their mission is to help customers manage risks, recover from the unexpected, and achieve their dreams. The team at Larry Hutto - State Farm Insurance Agent strives to provide personalized insurance solutions that fit the unique needs of each customer. Whether you are looking for auto, home, life, business, or motorcycle insurance, they are here to help. Additionally, they offer robust retirement plans and investment options to help you reach your financial goals. The agency is committed to providing excellent customer service and ensuring that all customers feel like family. Contact Larry Hutto - State Farm Insurance Agent today to learn more about how they can help you protect what matters most to you.
5219 Augusta Rd, Lexington, SC 29072, United States -
Craig Plank - State Farm Insurance Agent
● ClosedCraig Plank - State Farm Insurance Agent is a well-established insurance agency located at 7401 Parklane Road in Columbia, South Carolina. With over 31 years of experience with State Farm, Craig Plank is dedicated to protecting his customers with the heart of a teacher. His office is conveniently located near Columbia Place Mall, across from Blaney's Wings & Grill and next to Life Storage. Craig Plank is married to Dawndy Mercer Plank, a former WIS TV news anchor, and they enjoy spending time with their three children. Craig's passion for supporting the military and teachers stems from his upbringing with a father who was a career fighter pilot and a mother who was a high school teacher.
7401 Parklane Rd, Columbia, SC 29223, United States -
The Sturkie Wealth Management Group of Stratos Wealth Partners
● ClosedThe Sturkie Wealth Management Group of Stratos Wealth Partners is a premier financial institution located in Lexington, South Carolina. With a focus on providing personalized wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. From retirement planning to investment strategies, we offer a comprehensive range of services to meet the unique needs of each individual. Visit us at 1315 North Lake Drive to learn more about how we can help you secure your financial future.
1315 N Lake Dr, Lexington, SC 29072, United States -
Cornerstone Wealth
● ClosedCornerstone Wealth is a finance institution located at 201 West Main Street in Lexington, South Carolina, United States. Our dynamic financial planning strategies and fiduciary financial advisors are dedicated to helping you make the most of your hard-earned money. As fiduciaries, we are committed to acting in your best interest and guiding you towards achieving your financial goals. Our team offers creative solutions and personalized services to help you avoid financial regrets and pave the way towards your aspirations. Partner with us to develop a clear roadmap towards your desired financial destination and confidently make strides towards realizing your best financial life. Explore the Cornerstone Wealth difference with our customizable offerings, including evaluations of IRAs, retirement plans, insurance coverage, tax reduction strategies, and more. Let us be your trusted financial guide on your journey to financial success. Contact us at 16810 Kenton Drive, Suite 200, Huntersville, NC 28078 to discover the Cornerstone Wealth advantage.
201 W Main St B, Lexington, SC 29072, United States -
Palmetto Assurance - Ty Erving
● ClosedPalmetto 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 -
Mark Rouse Jr - State Farm Insurance Agent
● ClosedMark Rouse Jr - State Farm Insurance Agent is a trusted insurance agency located at 1414 South Lake Drive in Lexington, South Carolina, United States. They are dedicated to helping you recover from the unexpected and achieve your dreams and goals. Whether you need auto, home, life, or pet insurance, they have you covered. Additionally, they offer valuable tips on topics such as avoiding drunk driving, starting volunteer work, and planning a budget-friendly dream wedding. For your protection, they advise against sharing sensitive personal information on their website. If you encounter any difficulties with accessibility, simply call (803) 957-9001 for assistance. Remember, State Farm is committed to providing quality service and guidance to help you navigate the complexities of insurance and financial planning.
1414 S Lake Dr, Lexington, SC 29073, United States
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