Edward J Sabo & Associates

Edward J Sabo & Associates is an investment service in Murrells Inlet, SC, located at 11019 Tournament Blvd # 201. The firm provides research-driven asset management services to individuals and institutions, including retail investors, financial advisor practices, corporate pension and retirement savings plans, nonprofit organizations, and bank trust platforms. Their Core Solutions program offers access to professionally curated, risk-based strategy models, while Custom Solutions provide tailored strategies backed by comprehensive capital markets research. The team possesses over 40 years of combined experience in the financial services industry.

Ed Sabo, the Managing Director and Chief Investment Officer, founded the firm after graduating from Coastal Carolina University in 1999 with a degree in Finance. He holds Series 7, 63, 65, 9, 10, and 31 securities licenses, as well as a Life, Accident and Health Insurance license. The firm’s process begins with identifying client goals and testing realistic expectations using financial planning software and a trusted "Yellow Pad" approach. They present solutions free of corporate mandates, with complete transparency regarding costs and conflicts of interest. The team actively manages portfolios by identifying market trends and external forces, offering open and consistent communication tailored to each client.

Services include retirement income planning, wealth management, and estate planning involving trusts, wills, and tax-efficient asset transfers. The firm assists with college savings plans, life, disability, and long-term care insurance, and business retirement plans such as 401(k)s and profit-sharing plans. They also provide business succession planning, ownership transfer strategies, risk management, and guidance on employee stock options and equity compensation. Edward J Sabo & Associates holds a 5.00 rating based on 2 reviews.

The firm is known for its personalized, tax-efficient strategies and commitment to clear communication.

Edward J Sabo & Associates delivers comprehensive wealth management and financial planning in Murrells Inlet, SC.

Edward J Sabo & Associates is located on Tournament Blvd in Murrells Inlet, SC, just a short distance from Highway 17. The office is situated near Inlet Medical Associates and the Murrells Inlet- Garden City Fire Station 79.

BizScoreAI awards the business a Technical score of 88 out of 100, which ensures the website is technically sound and indexable so search engines can read it without errors. The firm also receives an Authority score of 75 out of 100, reflecting a solid trust signal that AI assistants and search engines weigh when deciding whom to recommend.

Services:

• Asset Management
• Core Solutions
• Custom Solutions
• Fixed Income Solutions
• Retirement Planning