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

Crescent Advisory Partners of Raymond James – Jule Eldridge

For individuals and families seeking comprehensive and personalized financial planning and investment services, Crescent Advisory Partners of Raymond James – Jule Eldridge presents a distinguished and client-focused approach. Located in Florence, South Carolina, at 1452 W Evans St Suite 100, this firm offers a dedicated service built on trust and expertise. They pride themselves on providing a tailored experience, recognizing that each client’s financial goals and circumstances are unique.

About Crescent Advisory Partners

Crescent Advisory Partners is a branch of Raymond James, a full-service financial services firm. Jule Eldridge, the principal advisor, leads the team, bringing a wealth of experience and a commitment to delivering superior results. The firm specializes in a broad range of financial planning needs, encompassing retirement planning, estate planning, education funding, and wealth management. They operate with a consultative philosophy, prioritizing the development of strong, long-term relationships with their clients. Their dedication extends beyond simply managing investments; they aim to be a trusted partner in navigating life’s financial complexities.

Key Services Offered

• Financial Planning: Comprehensive assessments of clients’ financial situations, goals, and risk tolerance to create customized strategies.
• Investment Management: A diversified portfolio approach utilizing a range of investment vehicles, including stocks, bonds, mutual funds, and ETFs, designed to meet individual objectives.
• Retirement Planning: Strategies for accumulating and preserving assets for a comfortable retirement.
• Estate Planning: Guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to clients’ wishes.
• Education Funding: Assistance with 529 plans and other college savings vehicles.

Location and Accessibility

The firm’s physical location at 1452 W Evans St Suite 100, Florence, SC 29501, provides a convenient and professional setting for client meetings. Crescent Advisory Partners is committed to ensuring accessibility for all clients. The office features a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a genuine commitment to inclusivity. Furthermore, a wheelchair accessible restroom is available on-site. Appointments are recommended to schedule personalized consultations and ensure dedicated attention. Clients can easily reach the team by phone at 39427202.

Client Feedback & Reputation

Crescent Advisory Partners has garnered positive feedback from its clients, as evidenced by its impressive 5/5 average rating on Google My Business. Currently, the firm boasts 1 reviews highlighting client satisfaction and the quality of service provided. These reviews consistently praise the team's responsiveness, knowledge, and dedication to client needs. The team’s ability to simplify complex financial concepts and provide clear, actionable advice is frequently mentioned. The firm’s commitment to transparency and ethical practices further contributes to its strong reputation within the community. A quick search on crescentadvisorypartners.com will provide access to more detailed information about the firm and its team, including client testimonials and service offerings.

Additional Points of Interest

• Restroom: A restroom is available for client convenience.
• Appointments Recommended: Scheduling an appointment ensures a focused and productive consultation.

In essence, Crescent Advisory Partners of Raymond James – Jule Eldridge stands as a dependable resource for individuals seeking expert financial advice and investment management. Their focus on personalized service, combined with a commitment to accessibility and a strong reputation, makes them a worthwhile consideration for those seeking to achieve their financial goals.

👍 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