Axis Wealth Planning

Axis Wealth Planning, LLC is an independent financial advisory firm based in Sumter, SC, that takes a biblically minded approach to finance while incorporating advanced technology to assess and manage risk, enhance efficiency, and reduce costs for clients. Their mission is to assist clients in building, maintaining, protecting, and passing along wealth, emphasizing the importance of being good stewards of assets. With a vision to blend time-tested strategies with modern technology, Axis Wealth Planning aims to help clients evaluate their financial situation, clarify goals, create a plan, and monitor progress. The firm offers a virtual advisor option to accommodate clients' communication needs and schedules, providing a secure online capacity for those who prefer remote financial planning services.Generated from the website

Edward Jones Investments - David T Felder in Sumter, SC provides personalized financial advisory services to assist clients in reaching their financial goals. They offer a step-by-step process for individuals to partner with a financial advisor, starting with researching and browsing options to meeting virtually or in person to assess investing styles and goals. By working closely with a financial advisor, clients can better prepare for unexpected financial events and gain a greater sense of financial comfort. Edward Jones emphasizes the importance of making sound savings decisions now to secure a confident financial future and offers various investment strategies to optimize clients' financial portfolios. Generated from the website content