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Christmas without Cash Lexington SC

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Lexington, SC. We have compiled a list of businesses and services around Lexington, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Laura Scharr-Bykowsky
Ascend Financial Planning, LLC
(803) 331-3721
556 Regatta Road
Columbia, SC
Expertises
Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

R. Edward Powell
Powell Financial Advisors
(803) 929-0100
433 Hampton Creek Court
Columbia, SC
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Michael Scott Brown, CFP®
5490 Sunset Blvd
Lexington, SC
Firm
Wells Fargo Advisors

Data Provided By:
Mr. Robert Wayne Shealy Jr., CFP®
(803) 957-0455
5370 Sunset Blvd # A
Lexington, SC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Banking, Divorce Issues, Education Planning, Government and Military, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Susan W Yeatts, CFP®
(803) 808-0954
468 Old Cherokee Rd
Lexington, SC
Firm
Carolina Wealth Management, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Cheryl Holland
Abacus Planning Group, Inc.
(803) 933-0054
2500 Devine Street
Columbia, SC
Expertises
Planning Issues for Business Owners, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. George W. Jameson Jr., CFP®
(803) 788-2030
102 W Main St Ste B
Lexington, SC
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000



Data Provided By:
Mr. Frank A. Douglass Iii, CFP®
(803) 358-7209
140 Gibson Rd
Lexington, SC
Firm
Self Employed
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Blake D. Amick, CFP®
(803) 791-1111
PO Box 88
Lexington, SC
Firm
Amick & Associates Inc

Data Provided By:
Justin Grau
424 Old Cherokee Road
Lexington, SC
Type
Investment Advisor Rep: Yes
Education
BS In Nuclear Science and Technology
Years Experience
Years Experience: 3
Service
Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances

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