Spartanburg, SC

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Spartanburg, SC
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Best Financial Advisors in Spartanburg, SC

The highest-rated Financial Planning & Wealth Management companies out of 130 vetted & reviewed in the Spartanburg area.

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Upstate Cpas

Upstate Cpas

(11)
Tax Services, Services For Individuals, Services For Quickbooks
“They have options for full year-round service (if you own a business, save yourself a lot of time and heartache and do that) or they can simply handle your taxes for you at the end of the year (business or individual).”
Offers Financing Options
In Business Since 2012
Free Initial Consultation
Transparent Fees & Pricing
1425 John B White Sr Blvd, Spartanburg, SC 29306
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Law Offices of Emmette J. Saleeby

Law Offices of Emmette J. Saleeby

(1)
“Saleeby explained to us, in terms that we could understand what assets we had that we did not even consider and what it was that we needed to do to protect those assets.”
Family Business
In Business Since 2013
Licensed, BBB Rating: A+
114 Southport Rd, Spartanburg, SC 29306
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Hills & Frank Financial Group

Hills & Frank Financial Group

(12)
“They have been doing our business and personal taxes for years and we've never had a problem, Dana has even come to our business several times, to help with computer and quickbooks issues we've had!”
In Business Since 1979
1932 Old Reidville Rd, Spartanburg, SC 29301
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YMA Wealth Management Group

YMA Wealth Management Group

(11)
  • Company
  • Credit
  • Meeting
“I am starting a new business and YMA was highly recommended by one of my family members because has business become very successful because of YMA experience in helping new business owners get off to a great start up by giving them all of the knowled...”
In Business Since 2019
101 S Church St, Spartanburg, SC 29306
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Provest Wealth Advisors

Provest Wealth Advisors

(2)
“Noel is someone you can trust and someone that stays in touch with you.”
In Business Since 2001
Transparent Fees & Pricing
223 E Blackstock Rd, Spartanburg, SC 29301
Featured

For many retired Americans the largest financial risk is the cost of health care, either in a hospital or long-term care provided in a facility or at home. A number of insurance companies offer contracts that can reduce these risks, but the cost of the insurance coverage can be very high. Prior to retirement the risks and the cost of the insurance should be considered within the total financial strategy.

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Clients Excel Financial Planning

Clients Excel Financial Planning

(1)
Insurance Planning, Social Security Planning, Investment Planning
“My philosophy is i will never buy a car terry wouldn't buy so I've always ended up with a great car!”
In Business Since 2018
104 N Daniel Morgan Ave Suite 102, Spartanburg, SC
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Matrix Tax & Financial Services

Matrix Tax & Financial Services

(1)
Commercial Services
“I got way more than I expected on my tax return.”
Accepts Debit, Check, Paypal, Cash, All Major Credit Cards
In Business Since 1996
Family Business
Licensed
1995 S Pine St, Spartanburg, SC 29302
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Atkins Financial Group

Atkins Financial Group

Insurance, Retirement, Investments
“"Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and build a plan to meet them. Long-term relationships that encourage open and honest commu...”
In Business Since 1999
359 S Pine St, Spartanburg, SC 29302
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WJ Partners

WJ Partners

(1)
“Great group!”
In Business Since 2008
One Morgan Square, 100 Dunbar St #202, Spartanburg, SC
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Carrick Consulting

Carrick Consulting

(2)
Free Yourself With Systems That Maintain Order
“I'm a pretty responsible young lady that's embarrassingly bad at math despite understanding budgeting concepts, and a chick that's all on her own.”
In Business Since 2009
2123 Old Spartanburg Rd, Greer, SC 29650
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Walker, Higgins & Associates Wealth Management

Walker, Higgins & Associates Wealth Management

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“While so much has changed since L. Harrall Walker (Hacky) started his insurance business in 1950, the same basic philosophy still guides the way business is done.”
In Business Since 2018
350 E St John St, Spartanburg, SC 29302
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Palmetto Private Wealth Advisors

Palmetto Private Wealth Advisors

“No decisions will be made at our first meeting. The purpose here is for each of us to determine whether or not there is a fit for us to work together and to discover if we are well suited for each other. From there, each of us can step back to think ...”
In Business Since 2017
1200 John B White Sr Blvd, Spartanburg, SC 29306
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Stravolo Wealth Management

Stravolo Wealth Management

“Our relationship begins with a comprehensive plan for retirement, a solid understanding of your unique goals for retirement, and an easy-to-understand road map with specifics on pursuing your plan.”
In Business Since 2015
Accepts All Major Credit Cards
775 Spartan Blvd #105, Spartanburg, SC 29301
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The Noblin Company

The Noblin Company

Thirty-Minute Client Portal Orientation, One Hour Discovery Session, Monthly Market Update by Email
“I have worked in this office for over 15 years. In my time here, I have watched clients come in from all walks of life. Often times, they come in feeling very vulnerable and guarded. I am proud of the fact that our financial professionals try to rela...”
In Business Since 2018
Free Initial Consultation
337b E St John St, Spartanburg, SC
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Integra Valuation Consulting

Integra Valuation Consulting

* Litigation Support Services, * Fair Value Services, * Valuation Services
“Basic valuation services include both consulting and reporting for valuation analysis and calculations, adequate consideration opinion, fairness opinions, and asset allocations of merged or acquired businesses. We value businesses or business units a...”
In Business Since 2014
Offers Financing Options
164 Oakland Ave, Spartanburg, SC
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Jeter Hrubala Wealth Strategies

Jeter Hrubala Wealth Strategies

Investment Solutions, Risk Management, Services
In Business Since 1998
101 W St John St #207, Spartanburg, SC 29306
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Ryan Investment Management

Ryan Investment Management

Affiliated Offices, The Private Trust Company
“Bob Ryan is both the President and CERTIFIED FINANCIAL PLANNER™who operates Ryan Investment Management. Bob's practice is powered by LPL Financial, the #1 independent Broker/Dealer in the United States. (As reported by Financial Planning magazine, Ju...”
In Business Since 2015
101 Lafayette St # B1, Spartanburg, SC 29302
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Alliance Wealth Partners

Alliance Wealth Partners

“Securitiesareoffered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory servicesare offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registeredinvest...”
In Business Since 2013
311 E Main St, Spartanburg, SC 29302
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Intellivest Wealth Management

Intellivest Wealth Management

(7)
Trust Investment Management, Financial Planning Services, Retirement Planning Services
“He always answers my questions in a way that I can understand, and he has gone out of his way to make himself available for anything I may need regarding my investments.”
In Business Since 2020
Serving Spartanburg Area
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Cohen Financial Group

Cohen Financial Group

(4)
“Great place to start planning for your future.”
In Business Since 2009
Serving Spartanburg Area
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Fine Financial Group

Fine Financial Group

“Selling or transferring debt from one creditor or collector to another can happen without your permission. However, it typically doesn't happen without your knowledge.. That notice must include the amount of the debt, the original creditor to whom th...”
In Business Since 2022
Serving Spartanburg Area
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Milligan Financial Services

Milligan Financial Services

(49)
Income Tax Preparation, Full Service Payroll, Accounting
“Found them on Thumbtack and they had great reviews plus their estimated cost was below H&R Block and other auditors I had called, so I thought I would give them a chance.”
Accepts All Major Credit Cards
In Business Since 2018
Coupons & Offers
Licensed, BBB Rating: A+
345 Prado Way Suite A, Greenville, SC
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Jehm Wealth & Retirement

Jehm Wealth & Retirement

(24)
  • Market
  • Seminar
  • Future
“We attended a seminar with Eric and Jennifer and were impressed with the quality of education and the professionalism and warmth that came through in their interactions with each other and the seminar attendees.”
In Business Since 2022
Licensed, BBB Accredited
Serving Spartanburg Area
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Phillip Allen

Phillip Allen

(1)
Financial Advisor and Steward
“This company has helped us in retirement to increase our income as well as save the principle all while limiting the risk!”
Accepts All Major Credit Cards
In Business Since 2011
Licensed, BBB Rating: A+
158 Milestone Way, Greenville, SC
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Retirement Planning and Investment Management Services in Spartanburg, SC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 476 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 476 cost profiles.

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