SENECA, SC
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoLogin Links
Office Addresses:
811 U.S. 123
Seneca, SC 29678
Office Contact:
(Main) 864-888-8700
Let’s take your next financial step together!
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – Seneca, our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
We feel a commitment to our community. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention – from planning to execution to follow up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Amy Burk
Jim Charbonneau
Ronald Saba
Client Support
Nikki N. Hester
Upcoming Events
Take a look at upcoming events hosted by our firm.
7 Must-Know Retirement Terms
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
June Market Commentary: Markets Search for Solid Ground
Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.
Market Commentary: Staying Steady Amid the Swings
April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.
![[Video] Q1 2025 Economic and Market Commentary](https://hubrpw.com/wp-content/uploads/2025/04/Screenshot-2025-04-21-at-4.51.52 PM.png)
[Video] Q1 2025 Economic and Market Commentary
As we closed the first quarter of 2025, investors were met with a stark change in tone from the high-growth...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
811 U.S. 123 Seneca, SC 29678
Office Contact:
(Main) 864-888-8700
We’re by your side for all your needs, in business and in life.
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