Financial life planning in Rock Hill, SC
12 results found
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Senior Benefits Center | Life, Health, and Medicare
● ClosedThe Senior Benefits Center is a trusted institution located at 147 Herlong Avenue in Rock Hill, South Carolina. Specializing in life, health, and Medicare insurance, our experienced team is dedicated to providing personalized guidance and support to seniors seeking comprehensive coverage. Whether you are looking for assistance with choosing the right plan or navigating the complexities of Medicare, our knowledgeable staff is here to help. Trust the Senior Benefits Center to help you secure the insurance coverage you need to protect your health and financial well-being.
147 Herlong Ave, Rock Hill, SC 29732, United States -
Safeguard Insurance and Financial Services, LLC
● ClosedSafeguard Insurance and Financial Services, LLC is a trusted insurance agency located at 331 East Main Street in Rock Hill, South Carolina. Our mission is to protect you and your loved ones from unexpected insurance costs by offering affordable and comprehensive auto, life, and health insurance options. Our team of experienced professionals is committed to helping individuals and families in the NC & SC regions find the right insurance plan to meet their unique needs and budget. Whether you are looking for individual, family, or group insurance plans for your business, we have a wide range of options available.
331 E Main St #200, Rock Hill, SC 29730, United States -
Steward Concepts, a financial advisory practice of Ameriprise Financial Services, LLC
● ClosedSteward Concepts is a financial advisory practice of Ameriprise Financial Services, LLC located at 225 West White Street in Rock Hill, South Carolina, United States. As one of Forbes Best-In-State Wealth Management Teams for 2023, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We work closely with you to document your goals, regularly review your progress, and adjust your approach as life changes. With secure online access, you can track your investments and accounts anytime, anywhere. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, and we provide an initial consultation to discuss your financial planning needs. While we cannot guarantee future financial results, we are committed to helping you achieve your goals. Contact us to schedule a complimentary consultation and learn more about how we can assist you.
225 W White St, Rock Hill, SC 29730, United States -
Brandon Johnson, Life Insurance Agent
● OpenBrandon Johnson, Life Insurance Agent is a reputable insurance agency located at 1822 Gingercake Circle in Rock Hill, South Carolina, United States. With years of experience in the industry, Brandon Johnson provides personalized life insurance solutions to meet the unique needs of each client. Whether you are looking to protect your family's financial future or secure a legacy for your loved ones, Brandon Johnson is committed to helping you find the right coverage at the best possible price. Contact Brandon Johnson, Life Insurance Agent today to schedule a consultation and start planning for tomorrow.
1822 Gingercake Cir apt 207, Rock Hill, SC 29732, United States -
Jacqueline Jones: Primerica - Financial Services
● OpenJacqueline Jones: Primerica - Financial Services is an insurance agency located at 208 West Black Street in Rock Hill, South Carolina. Specializing in financial services, Jacqueline Jones and her team are dedicated to helping individuals and families achieve their financial goals through personalized insurance solutions. With a focus on providing quality service and expert advice, they strive to empower their clients to make informed decisions about their financial future. Whether you are looking for life insurance, retirement planning, or investment strategies, Jacqueline Jones: Primerica - Financial Services is committed to helping you secure a stable and prosperous financial future.
208 W Black St, Rock Hill, SC 29730, United States -
Jason Driver - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJason Driver is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1615 Progress Way in Rock Hill, South Carolina, United States. Jason 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 Jason's expertise in asset management, investment strategies, estate planning, retirement planning, and much more. Jason is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investment opportunities, insurance products, or estate planning, Jason Driver is dedicated to helping you achieve your financial goals.
1615 Progress Way, Rock Hill, SC 29730, United States -
James Norris - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Norris is a Financial Advisor at Ameriprise Financial Services, LLC located at 331 East Main Street in Rock Hill, South Carolina, United States. James 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate James' expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, James is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and ongoing education, James Norris is dedicated to providing comprehensive financial planning services to his clients.
331 E Main St #200, Rock Hill, SC 29730, United States -
Matthew Griffin - Financial Advisor, Steward Concepts, a financial advisory practice of Ameriprise Financial Services, LLC
● OpenMatthew Griffin - Financial Advisor, Steward Concepts, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 225 East White Street, Rock Hill, South Carolina, United States. This institution offers a wide range of financial services and expertise, including certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 the institution's commitment to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients. The advisors at Matthew Griffin - Financial Advisor are dedicated to helping clients make informed decisions and achieve their financial goals.
225 E White St, Rock Hill, SC 29730, United States -
Carolinas Insurance & Investment Group
● ClosedCarolinas Insurance & Investment Group is a leading finance, health, and insurance agency located at 323 Oakland Avenue in Rock Hill, South Carolina. We provide comprehensive insurance and investment solutions to individuals and businesses in the Carolinas region. Our team of experienced professionals is dedicated to helping our clients protect their assets and achieve their financial goals. Whether you are looking for health insurance, life insurance, retirement planning, or investment advice, we have the expertise and resources to meet your needs. Contact us today to learn more about how we can help you secure your future.
323 Oakland Ave, Rock Hill, SC 29730, United States -
Al Patel - State Farm Insurance Agent
● ClosedAl Patel - State Farm Insurance Agent is an insurance agency located at 856 Gold Hill Road in Fort Mill, South Carolina, United States. Al Patel has been in the insurance industry since 1993 and opened his agency in 1999. Serving the residents of Fort Mill and surrounding areas, including Tega Cay, Lake Wylie, Pineville, South Charlotte, Indian Land, Rock Hill, Clover, Newport, and York County, the agency offers a variety of insurance services such as homeowners, renters, auto, life, business, and financial services. Al Patel and his team take a personalized approach to insurance, getting to know each customer's unique needs and providing long-term solutions. With a focus on community involvement and customer satisfaction, the agency aims to protect what matters most to their clients. The experienced team at Al Patel - State Farm Insurance Agent is ready to help you create a customized insurance plan for you and your family. Contact them today to schedule an appointment or visit their office in person.
856 Gold Hill Rd Suite 110, Fort Mill, SC 29708, United States -
Haven Miller - State Farm Insurance Agent
● ClosedHaven Miller - State Farm Insurance Agent is a local insurance agency located at 140 East Main Street in Rock Hill, South Carolina. As a small-town South Carolina native, Haven is dedicated to serving the community and building relationships with her customers. With over 14 years of State Farm experience, she offers personalized insurance plans for auto, home, life, and business needs, as well as banking services. Haven's office is conveniently located in downtown Rock Hill, next to the York County Visitor's Bureau. She is a proud mother to her son, John Parker, and is actively involved in local events and charities in the area. Haven and her team are committed to providing exceptional service and helping customers protect their assets and income.
140 E Main St STE 220, Rock Hill, SC 29730, United States -
Khaled Law Firm: Anderson Syretta R
● OpenKhaled Law Firm: Anderson Syretta R is a reputable institution located at 1365 Ebenezer Road in Rock Hill, South Carolina, United States. Specializing in South Carolina Elder Law, Life Care Planning, and Estate Planning, the firm is dedicated to helping seniors and their families navigate through the complexities of long-term care. With over 20 years of experience, the team at Khaled Elder Law offers personalized services tailored to individual needs. They provide compassionate and client-centered care, ensuring that each client receives the support they need during difficult times. Their holistic approach includes proactive care coordination, cost savings, and asset protection, to safeguard the financial well-being of their clients. Serving clients throughout South Carolina, including areas such as Rock Hill, Fort Mill, York, and beyond, Khaled Elder Law is committed to providing quality care and peace of mind for seniors and their families. Visit their office at 1430 Ebenezer Road, Suite 104, Rock Hill, SC 29732, or contact them to learn more about their services and how they can help you plan for the future.
1365 Ebenezer Rd, Rock Hill, SC 29732, United States
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