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

Crescent Advisory Partners of Raymond James - Jule Eldridge: Comprehensive Financial Planning and Investment Services in Florence, SC

Nestled in the heart of Florence, South Carolina, Crescent Advisory Partners of Raymond James, led by Jule Eldridge, is a distinguished financial services firm committed to helping clients navigate the complexities of wealth management. With a strong emphasis on personalized service and comprehensive planning, the team at Crescent Advisory Partners is dedicated to understanding and addressing the unique financial goals and challenges of each client.

Main Services

• Financial Planning: Crescent Advisory Partners offers holistic financial planning services, tailored to help clients achieve their short-term and long-term financial objectives. This comprehensive approach encompasses budgeting, savings, investments, tax planning, retirement planning, and estate planning.
• Investment Services: The firm provides expert investment services, specializing in portfolio management, asset allocation, and risk assessment. They strive to deliver tailored investment strategies that align with each client's unique financial goals, risk tolerance, and time horizon.
• Retirement Planning: Crescent Advisory Partners helps clients prepare for a comfortable and secure retirement. Their retirement planning services include 401(k) rollovers, IRA management, and strategies to maximize Social Security benefits.
• Estate Planning: The firm assists clients in developing effective estate plans, ensuring that their assets are distributed according to their wishes while minimizing tax liabilities. Services include will preparation, trust creation, and philanthropic planning.
• Tax Planning: Crescent Advisory Partners works closely with clients to develop tax-efficient investment strategies and minimize their tax liabilities. Their team stays current with tax law changes to provide clients with proactive and innovative tax planning solutions.

Location and Access

The office of Crescent Advisory Partners of Raymond James is conveniently located at 1452 W Evans St, Suite 100, Florence, SC 29501. Situated in the heart of Florence, the office is easily accessible from major thoroughfares such as I-95 and I-20. The firm is committed to providing an accessible environment for all clients, with:

• A wheelchair-accessible entrance
• Wheelchair-accessible parking lot
• Wheelchair-accessible restroom

Featured Characteristics

Crescent Advisory Partners of Raymond James stands out for several unique characteristics that set it apart from other financial services firms:

• Personalized Service: The firm prides itself on delivering personalized, one-on-one service to each client. They take the time to understand each client's unique financial situation and goals, developing tailored strategies to help them achieve their objectives.
• Qualified Team: Crescent Advisory Partners is led by Jule Eldridge, a seasoned financial advisor with over two decades of experience. The team consists of highly skilled and credentialed professionals, dedicated to providing clients with the highest level of service and expertise.
• Independent and Objective: As an independent firm, Crescent Advisory Partners is not tied to any particular investment or product. This allows them to provide objective, unbiased advice and recommendations tailored to each client's unique needs.

Practical Information

• Office Hours: The firm's office hours are Monday through Friday, 8:30 AM to 5:00 PM. However, appointments are available outside of these hours upon request.
• Contact Information:
  • Address: 1452 W Evans St Suite 100, Florence, SC 29501
  • Phone: 39427202
  • Website: crescentadvisorypartners.com
• Appointments: While walk-ins are welcome, Crescent Advisory Partners recommends scheduling appointments in advance to ensure a dedicated and uninterrupted consultation.
• Parking: Complimentary parking is available on-site in the wheelchair-accessible parking lot.

Positive Aspects from Reviews

Crescent Advisory Partners of Raymond James has received overwhelmingly positive feedback from clients, with an average rating of 5/5 on Google My Business. Clients have praised the firm for its:

• Professional and knowledgeable staff, who take the time to explain complex financial concepts in an easy-to-understand manner.
• Personalized and attentive service, with clients feeling that their unique needs and goals are genuinely understood and addressed.
• Clear and effective communication, keeping clients informed and involved in the financial planning process.
• Dedication to helping clients achieve their financial objectives, with clients expressing confidence in the team's expertise and commitment to their success.

One client noted, "Jule and her team have been an invaluable resource in helping me navigate the complex world of financial planning. They always take the time to explain things clearly and make me feel like a priority. I can't recommend Crescent Advisory Partners highly enough!"

In conclusion, Crescent Advisory Partners of Raymond James, led by Jule Eldridge, is a distinguished financial services firm that stands out for its personalized service, highly skilled team, and commitment to helping clients achieve their unique financial goals. With a convenient location, accessible facilities, and a track record of satisfied clients, Crescent Advisory Partners is an excellent choice for those seeking expert financial planning and investment services in Florence, SC.

👍 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