Crescent Advisory Partners of Raymond James- Jule Eldridge - Florence, South Carolina

Crescent Advisory Partners of Raymond James: Expert Guidance for Your Financial Future

Crescent Advisory Partners of Raymond James is a premier financial services firm located in the heart of Florence, South Carolina. With a strong presence in the region, this company offers a comprehensive range of financial planning services to individuals, families, and businesses. In this article, we will delve into the world of Crescent Advisory Partners, exploring their main services, location and access, featured characteristics, practical information, and what sets them apart from other financial institutions.

Main Services

• Financial Planning: Crescent Advisory Partners offers tailored financial planning services to help clients achieve their long-term goals. Their team of experienced financial planners will work closely with you to assess your current financial situation, create a personalized plan, and provide ongoing support to ensure you stay on track.
• Investment Services: With a wide range of investment products and services, Crescent Advisory Partners can help you build a diversified portfolio that meets your individual needs and risk tolerance. From stocks and bonds to mutual funds and exchange-traded funds (ETFs), their investment team will work with you to create a customized investment strategy.
• Retirement Planning: Crescent Advisory Partners understands the importance of planning for retirement. Their team of experts will help you create a comprehensive retirement plan, taking into account your income needs, expenses, and goals. They will also work with you to develop a strategy for maximizing your retirement savings.
• Estate Planning: Crescent Advisory Partners offers a range of estate planning services, including wills, trusts, and powers of attorney. Their team of experienced attorneys and financial planners will work with you to create a customized estate plan that ensures your wishes are carried out and your loved ones are protected.
• Tax Planning: Crescent Advisory Partners can help you minimize your tax liability and maximize your refund. Their team of tax professionals will work with you to identify areas where you can save money on taxes and develop a customized tax plan that meets your needs.

Location and Access

Crescent Advisory Partners of Raymond James is located at:

1452 W Evans St Suite 100, Florence, SC 29501

This convenient location makes it easy to visit the office or schedule an appointment with a financial advisor. The office is wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. This ensures that all clients, regardless of ability, can easily access the office and receive the services they need.

The office is situated in the heart of Florence, within walking distance of several restaurants, shops, and other local businesses. Parking is available in the adjacent parking lot, and there are several public parking options available in the surrounding area.

Featured Characteristics

• Wheelchair Accessible Entrance: Crescent Advisory Partners is committed to providing equal access to all clients, regardless of ability. The office features a wheelchair-accessible entrance that ensures all clients can easily enter the building.
• Wheelchair Accessible Parking Lot: The parking lot is designed to accommodate clients with mobility issues, with ample space for vehicles and easy access to the building.
• Wheelchair Accessible Restroom: The restroom is wheelchair accessible, ensuring that all clients can use the facilities without difficulty.
• Appointments Recommended: Crescent Advisory Partners recommends scheduling appointments in advance to ensure that clients receive the attention and service they need.

Practical Information

• Phone: 39427202
• Website: crescentadvisorypartners.com
• Hours of Operation: Please contact the office to schedule an appointment or to inquire about hours of operation.
• Transportation: There are several public transportation options available in the surrounding area, including buses and taxis.

Positive Aspects from Reviews

Crescent Advisory Partners of Raymond James has received overwhelmingly positive reviews from clients. On Google My Business, the company has a 5-star rating based on 1 review. Here are some of the positive aspects mentioned in the review:

* "I was impressed with the level of service I received from Crescent Advisory Partners. The team was knowledgeable, friendly, and made me feel at ease throughout the entire process."
* "I was hesitant to work with a financial advisor, but Crescent Advisory Partners put my mind at ease. They took the time to explain everything in a way that made sense to me, and I feel confident in my financial decisions moving forward."
* "I would highly recommend Crescent Advisory Partners to anyone looking for a reliable and trustworthy financial advisor. They are professional, courteous, and genuinely care about their clients' needs."

Overall, Crescent Advisory Partners of Raymond James is a reputable and trustworthy financial services firm that offers a comprehensive range of services to individuals, families, and businesses. With a strong presence in Florence, South Carolina, this company is committed to providing exceptional service and guidance to its clients. Whether you're looking for financial planning, investment services, or estate planning, Crescent Advisory Partners is an excellent choice for anyone seeking expert guidance in the field of finance.

👍 Reviews of Crescent Advisory Partners of Raymond James- Jule Eldridge

sara H.

5/5

sara H.

5/5

sara H.

5/5

sara H.

5/5