Top financial advisors in Florence, SC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Florence, SC when you're navigating local tax rules, planning for retirement, or managing investments specific to your community. A common mistake is working with someone unfamiliar with Florence's economic landscape, which can lead to missed opportunities or inefficient strategies.
- Local market knowledge. Confirm how well they understand Florence's job market, housing trends, and regional economic factors that affect your financial plan.
- Tax strategy alignment. Ask how they incorporate South Carolina state tax laws and local deductions into your retirement and investment planning.
- Experience with local firms. Inquire about their relationships with Florence-based financial institutions and how that benefits your account management.
- Community-focused advice. See if they consider your personal ties and long-term goals within Florence when recommending financial moves.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alexander R
CFA®, Series 63, Series 65
Florence, SC
WebsterRogers Financial Advisors, LLC
Alexander Rasmussen's 19 years of experience and CFA® designation equip him to navigate Florence's local tax and retirement planning complexities effectively. His firm, WebsterRogers Financial Advisors, LLC, offers a long-term investment approach with diversified portfolios and integrates advisory services with accounting relationships, providing a comprehensive strategy that distinguishes him from other advisors in the area.
Experience: 19 years
Avg account: $1,366,820
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Sydney C
Series 66, Series 63
Florence, SC
Raymond James & Associates
Sydney Conner's experience with Raymond James & Associates in Florence, SC, equips her to navigate local tax rules and retirement planning effectively, supported by her Series 63 and 66 licenses and three years in the industry. Her flat-fee structure and affiliation with a large firm offering tailored financial plans distinguish her from others, especially for clients seeking transparent fees and comprehensive wealth management services.
Experience: 3 years
Avg account: $788,879
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Shawn B
Series 66
Florence, SC
Edward Jones
Shawn Bulliner offers retirement planning expertise tailored to Florence, SC, leveraging 15 years of experience and a Series 66 designation. Affiliated with Edward Jones, a large firm with a broad network and diverse advisory programs, he provides access to extensive resources and investment solutions, differentiating him from advisors at smaller local firms.
Experience: 15 years
Avg account: $246,728
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Timothy C
Series 63, Series 65
Florence, SC
Equitable Advisors
Timothy Cunningham's extensive 42 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for clients approaching retirement in Florence, SC. His affiliation with Equitable Advisors, a large firm offering both advisory and brokerage services, combined with his active community involvement and service to high-net-worth baby boomers, distinguishes him from other local advisors.
Experience: 42 years
Avg account: $570,841
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Marvin S
CFP®, Series 63
Florence, SC
STIFEL
Marvin Slaughter's 36 years of experience and CFP® certification equip him to navigate Florence's local tax and retirement planning landscape effectively. Working with Stifel, a large firm known for its proprietary investment strategies, he serves a diverse clientele including individuals and institutions, offering both brokerage and advisory services that may provide broader options compared to smaller local advisors.
Experience: 36 years
Avg account: $773,556
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