Headquarters
3350 LAUDERDALE LN, SUMTER, SC 29154, US
SUMTER, SC, US
APPLEWOOD CAPITAL MANAGEMENT ASSOCIATES, LLC
From the company
Applewood Capital Management Associates LLC is a financial planning firm in Sumter, SC, emphasizing retirement planning and tax mitigation. It provides retirement income planning, Thrift Savings Plans for government employees, planning for health costs in retirement, long-term care risk planning, Social Security income maximization, and tax planning through ROTH IRAs and conversions. It also offers estate and tax planning, employee benefits and succession planning resources for business owners, and customized financial programs.
Products & services offered
Classifications
- Ownership classifications (3)
- Self Certified Small Disadvantaged Business, Service Disabled Veteran Owned Business, Veteran Owned Business
Facilities
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