About the Business
Dillard Financial Solutions Inc. provides annuities and other fixed-income investment products, along with assistance to pre-retirees and retirees in deciding on the most effective strategies for life insurance, 401(k) plans, Roth and traditional IRAs, and other savings products. It also provides guidance on the tax implications of each of these options. Additionally, it helps federal employees understand their benefits.
You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
Reviews (0)
Click to RatePublisher Info
- The Dillards, married for 29 years, founded the Sumter, South Carolina based Dillard Financial Solutions, Inc. in 1993, with a vision to help government workers preserve their assets, increase their retirement incomes and reduce their taxes. The firm has over 3,000 clients, mostly pre-retirees or retirees with careers in the military or in federal government and postal positions. The couple is uniquely experienced in government and military benefits, pensions and lifestyle needs. Steve is a U.S. Navy veteran. Teresa has been involved with military service organizations including the Sumter Military Affairs Committee, where she is an active member. The firm has built a reputation for keeping hard-earned savings out of harm's way. "For people who know our name, one thing comes to mind: We don't put money at risk," says Steve Dillard. "We focus on products that have fixed, guaranteed returns. We are proud to say to this day not one of our clients has ever lost a penny. They can bank on
- (803) 499-6623
- 2381 Peach Orchard Rd Ste C, Sumter, SC 29154
- Visit Website
Opening Time
-
Mon
8:00 AM - 5:00 PM
-
Tue
8:00 AM - 5:00 PM
-
Wed
8:00 AM - 5:00 PM
-
Thu
8:00 AM - 5:00 PM
-
Fri
8:00 AM - 5:00 PM
-
Sat
Closed
-
Sun
Closed