Crescent Advisory Partners of Raymond James- Jule Eldridge - Florence, South Carolina
Address: 1452 W Evans St Suite 100, Florence, SC 29501.
Phone: 39427202.
Website: crescentadvisorypartners.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Crescent Advisory Partners of Raymond James- Jule Eldridge
⏰ Open Hours of Crescent Advisory Partners of Raymond James- Jule Eldridge
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Crescent Advisory Partners of Raymond James, located at 1452 W Evans St Suite 100, Florence, SC 29501, is a prominent financial services firm that provides comprehensive investment and financial planning services to clients in the Florence, South Carolina area.
The firm is led by founder and president, Jule Eldridge, who has over two decades of experience in the financial services industry. Under her guidance, Crescent Advisory Partners of Raymond James has built a reputation for delivering personalized, client-focused service. The firm's mission is to help clients achieve their financial goals by providing tailored strategies and expert guidance.
Specialties and Services
- Financial Planning: Crescent Advisory Partners of Raymond James offers comprehensive financial planning services to help clients navigate their financial futures. This includes retirement planning, estate planning, and wealth management strategies.
- Investment Services: The firm provides investment services tailored to each client's unique financial situation and goals. This includes portfolio management, asset allocation, and investment research.
- Retirement Planning: Crescent Advisory Partners of Raymond James specializes in helping clients plan for and achieve their retirement goals. This includes 401(k) rollovers, IRA management, and pension planning.
Location and Accessibility
The firm's office is situated at 1452 W Evans St Suite 100, Florence, SC 29501, offering a convenient location for clients in the area. The office is designed with accessibility in mind, featuring a wheelchair-accessible entrance, parking lot, and restroom. Appointments are recommended to ensure prompt service.
Contact Information
| Phone: | 39427202 |
|---|---|
| Website: | crescentadvisorypartners.com |
Client Reviews and Ratings
Crescent Advisory Partners of Raymond James has received positive reviews from its clients. The firm has an average rating of 5/5 on Google My Business, with one review praising the firm's personalized service and expert guidance. This high rating reflects the firm's commitment to client satisfaction and quality service.
In conclusion, Crescent Advisory Partners of Raymond James, under the leadership of Jule Eldridge, is a respected financial services firm that offers a wide range of services tailored to meet the unique financial needs of its clients. With a convenient location, accessible facilities, and a strong commitment to client satisfaction, the firm is a top choice for financial services in Florence, SC.
👍 Reviews of Crescent Advisory Partners of Raymond James- Jule Eldridge
