4 advisors with offices in Florence. Credentials, fee structures, and minimums are disclosed on each listing.
Florence, South Carolina
Insurance-Based
Julie Cord, Agent - New York Life is an insurance-based firm in Florence, South Carolina. Services include Financial Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsFlorence, South Carolina
Insurance-Based
Northwestern Mutual is an insurance-based firm in Florence, South Carolina. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 1-star rating from 1 Google review.
View detailsFlorence, South Carolina
Signature Wealth Strategies is a financial advisory firm based in Florence, South Carolina, with additional offices throughout the Southeast. The firm offers financial planning, investment management, and wealth management services, covering areas including asset allocation, insurance planning, tax strategies, estate planning, and retirement income. Founded in 1970, the firm employs advisors holding the CFP credential and emphasizes a relationship-based approach centered on understanding clients' financial situations and goals. The firm serves a diverse clientele including parents, entrepreneurs, and community leaders, offering complimentary initial consultations.
View detailsFlorence, South Carolina
The Master's Choice Inc is an investment advisory firm in Florence, South Carolina. Services include Financial Planning and Insurance Analysis. Advisory services are available in English and Spanish. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 22 Google reviews.
View detailsAdvisors serving Florence specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (South Carolina's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.