TOP 30 Best Investing for retirement in Lexington, South Carolina

Cola Wealth Advisors in Lexington, SC is a reputable finance institution located at 4580 Sunset Boulevard. With a strong presence in the community, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or simply manage your wealth, Cola Wealth Advisors is here to provide personalized and comprehensive financial solutions. Contact us today to schedule a consultation and take the first step towards financial success.

American Financial-Lexington is a reputable finance institution located at 100 Ellis Avenue in Lexington, South Carolina. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with loans, investments, or financial planning, we are here to help. With a commitment to excellence and customer satisfaction, American Financial-Lexington is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Global View Investment Advisors is a leading finance institution located at 102 Longford Court in Lexington, South Carolina, United States. With a focus on providing top-notch investment advice and services to clients worldwide, our team of experienced professionals is dedicated to helping individuals and organizations achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Global View Investment Advisors is here to guide you every step of the way. Trust us to provide you with expert advice and personalized solutions tailored to your unique needs.

World Finance is a reputable financial institution located at 5483 Sunset Boulevard in Lexington, South Carolina, United States. We specialize in providing a wide range of financial services to our clients, including personal loans, installment loans, and tax preparation assistance. Our experienced team of professionals is dedicated to helping individuals achieve their financial goals and navigate through any financial challenges they may face. With a focus on personalized service and competitive rates, World Finance is committed to providing top-notch financial solutions to our valued customers.

Limehouse Financial is a well-established finance institution located at 140 Whiteford Way in Lexington, South Carolina, United States. With a reputation for providing expert financial services, Limehouse Financial offers a range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, the dedicated team at Limehouse Financial is here to help you achieve your financial goals. Trust in Limehouse Financial for sound financial advice and personalized service that you can rely on.

Larry 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.

H&R Block is a reputable accounting and finance institution located at 5086 Sunset Boulevard in Lexington, 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 investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

SAFE Federal Credit Union, located at 110 Brevard Parkway in Lexington, South Carolina, is a trusted financial institution that offers a range of services to help you build your financial future. With our SAFE Cents video series, we provide valuable information to help you make smart financial decisions. Our Double Feature promotion offers free checking and an impressive 4.25% APY on our PowerUp Checking account for balances up to $20,000. As a member of SAFE, you can also benefit from our Giveback Program, which has given over $1 million back to our members. Rest assured, your savings with us are federally insured up to $250,000 by the United States Government. We are committed to fair lending practices and operate in accordance with the Federal Fair Housing Act and the Equal Housing Opportunity Act. Please note that rates may vary based on credit history. Trust SAFE Federal Credit Union for all your financial needs. APR = Annual Percentage Rate and APY = Annual Percentage Yield.

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 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.

Ashby Jones & Associates is a reputable institution located at 220 East Main Street in Lexington, South Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch financial and investment services to our clients. With a focus on personalized solutions and expert advice, we strive to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, Ashby Jones & Associates is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Higgins&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.

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.

Greater Midlands Group - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina. As part of the Thrivent network, this institution offers a range of financial services and products to help individuals and families achieve their financial goals. With a focus on providing guidance and support, Greater Midlands Group - Thrivent is dedicated to helping clients make informed decisions about their finances and plan for a secure future. Whether you are looking to invest, save for retirement, or protect your assets, the experienced team at Greater Midlands Group - Thrivent is here to help you every step of the way.

CMC Wealth Management, LLC is a finance institution located at 955 East Main Street in Lexington, South Carolina, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, CMC Wealth Management, LLC is here to provide expert guidance and support. Contact us today to schedule a consultation and start building a secure financial future.

Cornerstone 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.

Core Advisors Ltd is a premier accounting and finance institution located at 510 Lexington Avenue in Chapin, South Carolina, United States. With a team of experienced professionals, Core Advisors Ltd offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment management, or financial consulting, Core Advisors Ltd is dedicated to providing personalized solutions to help you achieve your financial goals. Trust in Core Advisors Ltd for expert guidance and unparalleled expertise in the world of accounting and finance.

Edward Jones - Financial Advisor: Mindy Kyzer, CFP®|CEPA®|AAMS™ is a trusted finance institution located at 109 Old Rapids Road in Lexington, South Carolina, United States. As a Certified Financial Planner, Mindy Kyzer offers expert financial advice and planning services to help clients achieve their financial goals. With additional certifications in Certified Exit Planning Advisor and Accredited Asset Management Specialist, Mindy Kyzer is dedicated to providing comprehensive and personalized financial solutions to individuals and families. Contact Edward Jones - Financial Advisor: Mindy Kyzer, CFP®|CEPA®|AAMS™ today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Chris Smith is a trusted financial institution located at 299 North Lake Drive in Lexington, South Carolina, United States. As a dedicated financial advisor, Chris Smith provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chris Smith is committed to providing top-notch financial guidance and support. Whether you are planning for retirement, saving for college, or investing for the future, Chris Smith is here to help you navigate the complexities of the financial world with confidence and peace of mind. Visit us today to start planning for a secure financial future.

Ryan 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.

Edward Jones - Financial Advisor: Jeremy K Thomason, CFP®|ChFC® is a reputable financial institution located at 127 Library Hill Lane in Lexington, South Carolina, United States. Specializing in providing comprehensive financial planning services, Jeremy K Thomason, a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), offers personalized investment strategies tailored to each client's unique financial goals and needs. With a commitment to building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert financial advice and guidance.

Edward 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.

Frank 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.

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.

Edward Jones - Financial Advisor Erica F Sellers, CFP®|ChFC® is a reputable financial institution located at 425 Lexington Avenue in Chapin, South Carolina, United States. With a focus on providing personalized financial planning services, Erica F Sellers, a Certified Financial Planner and Chartered Financial Consultant, offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones is dedicated to helping you make informed decisions and secure your financial future.

Crescent 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.

Edward 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.

Generational 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.

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.

Wells Fargo Bank is a reputable financial institution located at 5490 Sunset Boulevard in Lexington, South Carolina. As a full-service bank, Wells Fargo offers a wide range of banking and financial services to individuals and businesses, including savings and checking accounts, loans, mortgages, and investment options. With convenient ATM locations and a commitment to excellent customer service, Wells Fargo is a trusted name in the finance industry.