Jamie Welch, Financial Advisor located in Sumter, SC

Financial Advisor
Jamie Welch

CFP®, CEPA®, WMCP®
678 Bultman Drive, Sumter, SC 29150opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

Personal Interests

  • Cooking
  • Curling
  • Football
  • Golfing
  • Hunting

Team Members

  • Brittney Vining
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(803) 775-2911

Fax

(877) 254-0960

Office Address

678 Bultman Drive
Sumter, SC 29150opens in a new window

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