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Top 30 financial advisors of 266 near 29349
Out of 400,000+ nationwide
Leslie W
Series 66
Spartanburg, SC
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Divorce financial planning
Wealth management
Founder/Business Owner
LGBTQIA
Andrew S
Series 66
Greer, SC
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business succession planning
General estate planning guidance
Planning for children with special needs
Founder/Business Owner
Intergenerational Families
Newlywed/Engaged
Scott D
Series 66
Greer, SC
Edward Jones
Retirement income strategy
Business exit / sale strategy
Business ownership considerations
General estate planning guidance
Multi-generational wealth transfer
Jason S
Series 66
Spartanburg, SC
Edward Jones
Retirement income strategy
General retirement planning
Business exit / sale strategy
Business succession planning
Multi-generational wealth transfer
Jill H
CFP®, Series 66
Inman, SC
Edward Jones
Retirement income strategy
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Retirement withdrawal strategies
Founder/Business Owner
Dalton B
Series 66
Spartanburg, SC
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
Beth H
CFP®, Series 66
Landrum, SC
Edward Jones
Retirement income strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Founder/Business Owner
Religious/faith focused
Philip M
CFP®, Series 66
Boiling Springs, SC
Edward Jones
College savings (529s, UTMA, etc.)
Divorce financial planning
Business ownership considerations
Retirement income strategy
General estate planning guidance
Shawn C
Series 63, Series 65
Spartanburg, SC
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
John A
Series 63, Series 66
Taylors, SC
Edward Jones
Charitable giving & philanthropy
General estate planning guidance
Multi-generational wealth transfer
Retirement income strategy
Planning for children with special needs
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Top 30 financial advisors of 266 near 29349
Out of 400,000+ nationwide