Financial Advisory Services in Summerville, South Carolina - ViewLocate

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Liberty Tax Service photos

Liberty Tax Service, Summerville

Summerville / South Carolina / United States

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Liberty Tax is a full service income tax preparation company. Visit your local Summerville SC Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.

Suntrust photos

Suntrust, Summerville

Summerville / South Carolina / United States

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SunTrust Bank offers free insured checking and savings accounts, investment banking, wealth management and loans. Online banking makes bill pay easy and e-mail or mobile alerts keep you updated on account activity.

Wells Fargo Bank photos

Wells Fargo Bank, Summerville

Summerville / South Carolina / United States

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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.

Edward Jones - Financial Advisor: Leslie D Boykin photos

Edward Jones - Financial Advisor: Leslie D Boykin, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Tabatha Waddill photos

Edward Jones - Financial Advisor: Tabatha Waddill, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Taylor Lassiter photos

Edward Jones - Financial Advisor: Taylor Lassiter, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Check `n Go photos

Check `n Go, Summerville

Summerville / South Carolina / United States

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Check `n Go offers simple money solutions when you need them most. With nearly 1,000 locations across the country, were here to help Summerville residents cover their real-life financial needs. In South Carolina, we offer installment loans along with friendly and knowledgeable customer service. Need funds fast? Visit our store at 975 Bacons Bridge Rd., Summerville, SC 29485, apply online, or call us at 1-800-561-CASH today.

Edward Jones - Financial Advisor: Thomas D Johnson photos

Edward Jones - Financial Advisor: Thomas D Johnson, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Lester Chou - Ameriprise Financial Services, Inc. photos

Lester Chou - Ameriprise Financial Services, Inc., Summerville

Summerville / South Carolina / United States

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Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence ” for today and for tomorrow, so they can live the retirement theyve earned and deserve. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Edward Jones - Financial Advisor: Todd Davenport, CFP®|ChFC®|AAMS® photos

Edward Jones - Financial Advisor: Todd Davenport, CFP®|ChFC®|AAMS®, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Compass Investment Advisors, LLC photos

Compass Investment Advisors, LLC, Summerville

Summerville / South Carolina / United States

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Our Mission To guide our clients along their financial journey. Our Vision To be an investment advisory firm that empowers our clients to make educated and confident decisions about their specific financial situations. Our Values Our faith in God is an integral part of who we are. As such, we strive to be good stewards of what God has entrusted to us (our church, our family, our friends, our associates and our clients). We are also committed to act according to a code of ethics which includes; integrity, objectivity, competence, fairness, confidentiality, suitability, full disclosure, and professionalism in our relationship with our clients.

Julie Hucks - Ameriprise Financial Services, Inc. photos

Julie Hucks - Ameriprise Financial Services, Inc., Summerville

Summerville / South Carolina / United States

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Its never too early to begin thinking about leaving a legacy. I can help my clients design a plan thats consistent with their dreams and values ” for today and tomorrow ” and helps pass on to their loved ones whats important. Its a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

1st Franklin Financial photos

1st Franklin Financial, Summerville

Summerville / South Carolina / United States

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Since 1941, weve been providing the cash you need, when you need it. With terms to fit any budget, were fast, friendly and not far from home. The Friendly Franklin Folks are here to help! Stop by, call or apply online today. *All loans subject to our liberal credit policy and limitations, if any. 1st Franklin Financial Corporation, NMLSR #141654, Georgia Residential Mortgage Licensee #5656, Licensed by the Mississippi Department of Banking and Consumer Finance.

Edward Jones - Financial Advisor: Korey Banks photos

Edward Jones - Financial Advisor: Korey Banks, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Money Man Pawn photos

Money Man Pawn, Summerville

Summerville / South Carolina / United States

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Money Man Pawn provides collateral loans. Repayment is due within 60 days. The service charges $20 for every $100 loaned per 30 days. New and used items are available for purchase, including musical instruments, coins, DVDs, jewelry, watches, sporting goods, tools, collectors' items, electronics, cameras and video games.

Edward Jones - Financial Advisor: Clark Williams photos

Edward Jones - Financial Advisor: Clark Williams, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Wells Fargo Bank photos

Wells Fargo Bank, Summerville

Summerville / South Carolina / United States

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Wells Fargo and Company (NYSE: WFC) is a nationwide, diversified financial services company with 1.6 trillion dollars in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,700 locations, more than 12,500 ATMs, online, wellsfargo.com, and mobile devices. Were headquartered in San Francisco, but were decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers financial needs and helping them succeed financially. We do business with one in three U.S. households. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. At the end of third quarter 2014, Wells Fargo ranked fourth in assets among U.S. banks and was the worlds most valuable bank by market capitalization. In 2013, Euromoney named Wells Fargo "Best Bank in its Global Awards for Excellence, the first time a U.S.-based bank has won the top award. The Chronicle of Philanthropy ranked Wells Fargos corporate giving in the top two among all U.S. companies each of the past two years. Our vision: We want to satisfy all our customers financial needs and help them succeed financially.

Sandra Rabon: Allstate Insurance photos

Sandra Rabon: Allstate Insurance, Summerville

Summerville / South Carolina / United States

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As an Allstate Agent in Summerville, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car, boat, and more.

Edward Jones - Financial Advisor: Kevin Le photos

Edward Jones - Financial Advisor: Kevin Le, Summerville

Summerville / South Carolina / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Tabatha Waddill photos

Edward Jones - Financial Advisor: Tabatha Waddill, Summerville

Summerville / South Carolina / United States

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