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Financial Advisors in South Carolina

Located in South Carolina
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Charleston , SC

Matt Ritt

Partner at Kinwell

Years of Experience: 14

Specialties and Expertise

Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
+2

Typical Clientele

Retirees
Business Owners
Tech Employees
+2
Services Provided
  • Investment Management
  • Retirement Planning
  • Financial Planning
Pricing Models
  • AUM
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Lexington, SC

Joe Dunat

Wealth Advisor at LPL Financial

Years of Experience: 22

Specialties and Expertise

High Net Worth Planning
Retirement Income
Business Ownership Strategies
+3

Typical Clientele

Tech Employees
Corporate Executives
Divorcees
+5
Services Provided
  • Investment Management
  • Tax Planning
  • Estate Planning Strategies
Pricing Models
  • Flat Fee
  • AUM
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