Raffield Insurance

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

H&R Block tax professionals know taxes and can handle your tax needs and maximize your refund. Set up an appointment in your local tax preparation office or work with your tax consultant from home. Whether you come in to your local Sumter H&R Block office to work with your tax pro or drop off your documents and go, your well-being is our top priority. By deep cleaning offices, disinfecting high-touch areas after each appointment, and social distancing, we're doing our part to keep our communities safe. If you want to work with your tax pro from home - just call and ask to use our Digital Drop-Off service. You'll get an email from a tax pro with a link to upload your documents.

Located in the vibrant community of Sumter, SC, Daniel Wealth Management stands ready to assist you in shaping a financial roadmap tailored to your unique aspirations and goals for the future. Their team is dedicated to collaborating with you to craft a personalized plan that aligns with your vision for life's journey ahead. As a hub for Securities and Advisory services, Daniel Wealth Management partners with LPL Financial, a reputable registered investment advisor. Through this collaboration, they offer expertise and guidance to help you navigate the complexities of financial planning. It's worth noting that the LPL Financial representative linked with Daniel Wealth Management is authorized to engage in securities-related transactions solely with residents of specific states, including FL, GA, KY, NJ, NY, PA, SC, and UT. Furthermore, any third-party content shared on their platform does not necessarily reflect the official standpoint of LPL Financial, as it remains unreviewed for accuracy and completeness. Generated using this place's available information