The 30 Best Financial planning for small businesses in Lexington, South Carolina

Grow Financial Federal Credit Union: Lexington Store is a convenient financial institution located at 805 U.S. 378 in Lexington, South Carolina. This branch offers a range of financial services, including ATM access for quick and easy transactions. Whether you need to deposit funds, withdraw cash, or inquire about loans or other financial products, our friendly staff is here to help. Visit us today to experience personalized service and convenient banking solutions.

Beckett Financial Group, located at 825 Meeting Street in West Columbia, South Carolina, is a finance institution dedicated to helping individuals achieve financial success. With a personalized approach, they start by getting to know their clients, understanding their current financial situation, and discussing their dreams and goals. They conduct a thorough analysis and create a plan to help clients accomplish their financial objectives, including managing risks and planning for retirement. Beckett Financial Group believes in empowering individuals and embracing confidence in retirement, offering guidance and support every step of the way. They are not affiliated with the Social Security Administration or any government agency, and act as fiduciaries for their clients. Awards such as the Lexington’s Best 2023 and Best of Columbia 2023 recognize their commitment to excellence, but they emphasize that past success is not a guarantee of future results. Beckett Financial Group is dedicated to helping clients navigate the complexities of financial planning and investment strategies with transparency and integrity.

Webb 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.

Adam Hagen - Financial Advisor at Ameriprise Financial Services, LLC, located at 311 Meetze Avenue in Lexington, South Carolina, offers a wide range of financial services to individuals and small business owners. Adam Hagen holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Adam Hagen provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Adam Hagen can provide the guidance and expertise you need. Contact Adam Hagen - Financial Advisor at Ameriprise Financial Services, LLC for a consultation today.

Lauren Ghelardini - Financial Advisor at Ameriprise Financial Services, LLC, located at 311 Meetze Avenue in Lexington, South Carolina, United States, offers a wide range of financial services to individuals and businesses. Lauren holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. With a focus on client assessment and suitability, risk/return analysis, and modern portfolio theory, Lauren provides tailored financial advice to meet the unique needs of each client. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Lauren Ghelardini is dedicated to helping you achieve your financial goals.

Lindler Insurance Agency Inc is a reputable insurance agency located at 368 U.S. 378 in Lexington, South Carolina, United States. With years of experience in the industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their dedicated team of professionals strives to provide personalized solutions and exceptional customer service to ensure peace of mind and financial security for their clients. Contact Lindler Insurance Agency Inc today to discuss your insurance needs and find the perfect coverage for you.

Safe Harbor Insurance Advisors is a trusted insurance agency located at 201 West Main Street in Lexington, South Carolina. Our team of experienced advisors is dedicated to providing personalized insurance solutions to protect you and your assets. Whether you're in need of auto, home, life, or business insurance, we have you covered. With a commitment to excellent customer service and a wide range of insurance options, Safe Harbor Insurance Advisors is your go-to source for peace of mind. Contact us today to learn more about how we can help you find the perfect insurance coverage for your needs.

Misty 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.

Gerrie Gresham - State Farm Insurance Agent is an insurance agency located at 1070 South Lake Drive in Lexington, South Carolina. Specializing in providing free auto insurance and homeowners insurance quotes throughout the state, with a focus on Lexington and Richland Counties. The agency is heavily involved in the communities of Red Bank, Lexington, Gilbert, Batesburg-Leesville, West Columbia, and Pelion. With over 8 years of experience with State Farm and almost 15 years in the industry, the agency offers a wide range of insurance services including car insurance, homeowners insurance, condo insurance, renters insurance, and small business insurance. The team at Gerrie Gresham - State Farm Insurance Agent is dedicated to providing efficient and professional service to customers in the Lexington and Richland Counties area. The agency's mission is to help customers manage risks, recover from unexpected events, and realize their dreams. With a team of licensed professionals, the agency is committed to providing personalized and comprehensive insurance solutions to meet the needs of each individual customer. Contact Gerrie Gresham - State Farm Insurance Agent today for a free quote and find out how they can help you with your insurance and financial service needs.

Welcome to Nick Shelly State Farm Insurance Agency in West Columbia, South Carolina! Conveniently located on Leaphart Road near Lexington and Columbia, our experienced team is here to help with all your insurance needs. With over 40 years of combined industry experience, we offer a range of individual, family, and business insurance policies in South Carolina, North Carolina, and Georgia. Our personalized approach ensures that every policy is tailored to meet your specific needs. Whether you're looking for car insurance, renters insurance, life insurance, or business insurance, we've got you covered. We also offer pet medical insurance and flood insurance to protect all aspects of your life.

First Palmetto Bank, located at 5321 Sunset Boulevard in Lexington, South Carolina, is a trusted local institution that has been serving the community for over a century. Specializing in banking, loans, and mortgages, our knowledgeable staff is dedicated to providing personalized service to our customers. From mobile banking to experienced mortgage bankers, we are here to guide you through all your financial needs. We are proud to have been named Newsweek's Best Small Bank in South Carolina for three consecutive years, a testament to our commitment to excellence and customer satisfaction. As a locally owned and operated bank, we prioritize building strong relationships with our customers and supporting the growth of our communities.

AllSouth Federal Credit Union is a trusted financial institution located at 701 North Lake Drive in Lexington, South Carolina. As a full-service credit union, we offer a wide range of banking and financial services to meet the needs of our members. Whether you're looking for a convenient ATM location, a reliable bank for your everyday transactions, or expert financial advice, AllSouth Federal Credit Union is here to help. Join us today and experience the difference of banking with a community-focused credit union.

AllSouth Federal Credit Union is a trusted financial institution located at 5566 Platt Springs Road in Lexington, South Carolina. As a member-owned credit union, we are dedicated to providing our members with personalized financial services and products to help them achieve their financial goals. With a focus on community involvement and exceptional customer service, AllSouth Federal Credit Union is your go-to destination for all your banking and finance needs. Whether you're looking for an ATM, a bank account, or assistance with financial planning, we are here to help you every step of the way. Visit us today and experience the difference of banking with AllSouth Federal Credit Union.

ELAC - Erin Long Accounting and Consulting is a reputable institution located at 506 Old Lexington Highway in Chapin, South Carolina, United States. Specializing in accounting and finance services, ELAC offers expert advice and assistance to individuals and businesses in need of financial guidance. With a dedicated team of professionals, ELAC prides itself on providing top-notch services tailored to meet the unique needs of each client. Whether you are looking for tax preparation, bookkeeping, or financial consulting, ELAC is here to help you navigate the complex world of finance with ease and confidence. Contact ELAC today to schedule a consultation and take the first step towards achieving your financial goals.

First Citizens Bank is a leading financial institution located at 728 West Main Street in Lexington, South Carolina. As a trusted bank, serving customers in the United States, First Citizens Bank offers a wide range of banking and financial services. From personal banking to business banking, investment services to mortgage loans, First Citizens Bank is dedicated to providing exceptional customer service and tailored financial solutions. Visit us today to experience the difference of banking with First Citizens Bank.

First Reliance Bank is a trusted financial institution located at 801 North Lake Drive in Lexington, South Carolina, United States. As a full-service bank, we offer a wide range of services including ATM access, personal and business banking, loans, and financial planning. Our experienced team is dedicated to providing exceptional customer service and helping our clients achieve their financial goals. Whether you need to deposit funds, apply for a loan, or simply have a question about your account, First Reliance Bank is here to help. Visit us today to experience the difference of banking with a reliable and community-focused institution.

Newsome & Company, P.C., CPA is a reputable accounting and finance institution located at 111 A Library Hill Lane in Lexington, South Carolina, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual or a business owner, Newsome & Company, P.C., CPA is committed to helping you achieve your financial goals.