TOP 10 Customized financial planning services in Columbia, South Carolina

Sun Shine Financial Consulting is a reputable finance institution located at 1320 Main Street in Columbia, South Carolina, United States. Our dedicated team of financial experts provides personalized consulting services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Sun Shine Financial Consulting is here to guide you every step of the way. With a focus on transparency, integrity, and customer satisfaction, you can trust us to provide sound financial advice tailored to your unique needs. Contact us today to schedule a consultation and start building a brighter financial future.

Merrill Lynch Financial Advisor William G Meinel is a finance institution located at 1301 Gervais Street in Columbia, South Carolina, United States. At our institution, we work one-on-one with our clients to develop personalized financial strategies tailored to help them achieve their long-term goals. Whether you are looking to transfer wealth to the next generation, pursue your passions, or plan for retirement, we start by listening to understand your priorities and goals. Our team at Merrill Lynch believes in the power of personalized financial planning, taking into account your unique investment preferences and goals. We offer the Investment Personality Assessment to better understand your approach to investing and customize our strategies to align with what matters most to you. By staying informed and adapting to changes in your life and the market, we aim to help you achieve your financial aspirations.

inancial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Our team at Merrill Lynch Financial Advisor Robert N. King, located at 1301 Gervais Street, Columbia, South Carolina, is dedicated to simplifying financial complexity for our clients. We understand that managing wealth can be overwhelming and time-consuming, which is why we offer personalized services tailored to each client's specific needs. Our team follows a client-centric approach, ensuring that portfolios and service plans are customized to meet individual goals and preferences. With a focus on communication and transparency, we aim to build strong client relationships based on trust and personalized service. Our team is supported by the global resources of Merrill, enabling us to provide comprehensive financial solutions that align with our clients' goals and risk profiles.

Merrill Lynch Financial Advisor James D. Turner III "Trey" is a leading finance institution located at 1301 Gervais Street in Columbia, South Carolina, United States. With a reputation for excellence in financial services, Trey and his team provide expert advice and guidance to clients looking to secure their financial futures. From investment planning to retirement strategies, Merrill Lynch Financial Advisor James D. Turner III "Trey" offers personalized solutions tailored to each client's unique needs and goals. Trustworthy, knowledgeable, and dedicated to client success, this institution is a top choice for individuals seeking professional financial expertise.

Favorable Financial Solutions LLC. is a leading finance institution located at 136-4 Forum Drive, Columbia, South Carolina, United States. We specialize in providing tailored financial solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning, investment management, and wealth management services. With a commitment to excellence and a focus on customer satisfaction, Favorable Financial Solutions LLC. is your trusted partner for all your financial needs.

Edward Jones - Financial Advisor: Crystal C Masincupp is a trusted financial institution located at 620 Gervais Street in Columbia, South Carolina. As a dedicated financial advisor, Crystal C Masincupp provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is committed to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Crystal C Masincupp and the team at Edward Jones are here to help you every step of the way.

Richard Bunch - Financial Advisor at Ameriprise Financial Services, LLC, located at 1320 Main Street, Columbia, South Carolina, United States, is a finance institution that focuses on helping clients achieve their financial goals. With a background in finance and qualifications available on FINRA's BrokerCheck website, Richard provides personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Whether planning for retirement, education, or a major purchase, Richard offers a complimentary initial consultation to discuss financial planning concepts. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Clients can expect a positive backdrop for stock prices and potential market trends during consultations.

Merrill Lynch Financial Advisor Andrew S. Ellison, located at 1301 Gervais Street in Columbia, South Carolina, offers superior wealth management services to affluent families, corporations, endowments, and foundations. The institution was founded with the goal of providing personalized and customized financial strategies to help clients achieve their desired outcomes. The team at Ellison Kibler & Associates, formed in 1983, is dedicated to serving clients with trust and teamwork, focusing on understanding individual goals and objectives. They offer a range of services including retirement planning, education funding, estate planning, and philanthropic goals. The institution's founder, Hagood Ellison, believed in serving others and his legacy of selflessness and passion for his family and clients lives on in the work of the team. With a dedicated four-person wealth management team assigned to each client, including wealth management advisors, financial advisors, and client associates, clients receive personalized attention and support. The team consults with specialists within Merrill Lynch Wealth Management and Bank of America to provide comprehensive financial services, including access to alternative investments.

Edward Jones - Financial Advisor: Bevan C Weyburn is a trusted financial institution located at 620 Gervais Street in Columbia, South Carolina. As a dedicated financial advisor, Bevan C Weyburn provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Bevan C Weyburn is committed to helping individuals and families secure their financial future. Visit us today to learn more about our comprehensive range of financial services.

Popular Tax & Accounting Services is a reputable institution located at 250 East Columbia Avenue in Batesburg-Leesville, South Carolina. Specializing in accounting and finance services, their team of experienced professionals is dedicated to helping individuals and businesses with their tax and financial needs. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Popular Tax & Accounting Services strives to provide top-notch service and expert advice to help you achieve your financial goals. With a commitment to excellence and customer satisfaction, this institution is a trusted resource for all your accounting and financial needs.

Merrill Lynch Financial Advisor Kevin M Brazell, located at 1301 Gervais Street in Columbia, South Carolina, is dedicated to helping clients achieve their long-term financial goals. With a personalized approach, the institution works one-on-one with individuals to develop a customized financial strategy that aligns with their aspirations. Whether it's planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is committed to understanding each client's unique needs and priorities. Through the Investment Personality Assessment and ongoing communication, the institution aims to provide tailored solutions that help clients pursue what matters most to them. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial planning and investment management services. Recognized for exemplary client service, the team at Merrill Lynch is dedicated to building strong relationships based on trust and personalized service. By staying informed about changes in clients' lives and the financial markets, Merrill Lynch helps clients stay on track to achieve their financial goals. With a focus on understanding clients' personal preferences and priorities, Merrill Lynch Financial Advisor Kevin M Brazell offers a customized approach to financial planning that is built around each client's unique circumstances and aspirations.

Regional Finance is a trusted financial institution located at 1884 Columbia Road in Orangeburg, South Carolina. As a leading provider of financial services in the region, we offer a wide range of loan options and financial solutions to meet the diverse needs of our customers. Our experienced team of professionals is dedicated to providing personalized service and helping individuals and businesses achieve their financial goals. Whether you need a personal loan, auto loan, or assistance with budgeting and financial planning, Regional Finance is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.

Bobby White - State Farm Insurance Agent is a local insurance agency located at 2900 Dreher Shoals Road in Columbia, South Carolina. As a passionate insurance agent serving Irmo, SC and surrounding areas, Bobby White takes pride in building strong connections with his neighbors to provide them with personalized insurance solutions. With over 13 years of experience in the medical equipment industry, Bobby brings a unique perspective to his insurance agency, focusing on building real relationships with his clients. Bobby and his experienced team offer a wide range of insurance products, including home insurance, renter's insurance, auto insurance, health insurance, life insurance, and financial services. They are dedicated to delivering exceptional service and ensuring that each customer receives a customized insurance plan that meets their specific needs.

Craig Plank - State Farm Insurance Agent is a well-established insurance agency located at 7401 Parklane Road in Columbia, South Carolina. With over 31 years of experience with State Farm, Craig Plank is dedicated to protecting his customers with the heart of a teacher. His office is conveniently located near Columbia Place Mall, across from Blaney's Wings & Grill and next to Life Storage. Craig Plank is married to Dawndy Mercer Plank, a former WIS TV news anchor, and they enjoy spending time with their three children. Craig's passion for supporting the military and teachers stems from his upbringing with a father who was a career fighter pilot and a mother who was a high school teacher.

Southern Finance is a reputable finance institution located at 7457 Patterson Road in Columbia, South Carolina. With a strong presence in the community, we offer a wide range of financial services to meet the needs of individuals and businesses alike. Our dedicated team of professionals is committed to providing personalized solutions and exceptional customer service. Whether you need a loan, investment advice, or financial planning assistance, Southern Finance is here to help you achieve your financial goals. Visit us today to experience the difference our expertise and dedication can make in your financial life.

Regional Finance is a finance institution located at 509 12th Street in West Columbia, South Carolina. We offer a range of financial services to help our customers achieve their goals and manage their finances effectively. Our experienced team is dedicated to providing personalized solutions and excellent customer service. Whether you need a personal loan, auto loan, or assistance with budgeting and financial planning, Regional Finance is here to help. Visit us today to learn more about how we can support your financial needs.

South Carolina Federal Credit Union, located at 1736 State Road in Summerville, South Carolina, is a trusted financial institution offering low rates and budget-friendly financing options for vehicles, homes, and more. With a focus on helping members achieve their financial goals, the team at this branch in West Columbia is known for their exceptional customer service and expertise. Whether you're looking to purchase a new car, refinance your home, or plan for retirement, South Carolina Federal Credit Union is dedicated to providing personalized solutions to meet your needs. Partner with SCFCU for all your personal and business financial needs and experience the difference of working with a team that truly cares about your financial health.

South Carolina Federal Credit Union, located at 140 Bee Street in Charleston, South Carolina, is a trusted institution offering a range of financial services including ATM access and financing options. Whether you're looking to purchase a new car, buy a home, refinance, or plan for retirement, SCFCU has you covered with low rates and expert advice. Customers rave about the friendly and knowledgeable team at the West Columbia branch, who go above and beyond to help improve financial health. With a strong focus on personalized service and building lasting relationships, SCFCU is the go-to choice for individuals and businesses alike. Don't miss out on the opportunity to work with a financial institution that feels like family. Visit South Carolina Federal Credit Union today and start making smart financial decisions for a brighter future.

South Carolina Federal Credit Union, located at 456 U.S. 52 in Moncks Corner, South Carolina, is a trusted financial institution offering low rates and budget-friendly financing options. Whether you're looking to purchase a new or pre-owned vehicle, buy your first home, or refinance for savings, SCFCU has you covered. The friendly and knowledgeable team at the West Columbia branch is dedicated to helping customers improve their financial health and reach their goals. With a focus on personalized service and a range of financial products for both individuals and businesses, SCFCU is committed to helping members make important financial decisions. Contact SCFCU today for a complimentary consultation and start planning for a secure financial future.

Swype Fast is a leading finance institution located at 649b Rosewood Drive in Columbia, South Carolina, United States. We specialize in providing fast and efficient financial services to meet the needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need a loan, investment advice, or assistance with financial planning, Swype Fast is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.

The Brittingham Group, LLP is a reputable accounting and finance institution located at 501 State Street in West Columbia, South Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services including auditing, tax preparation, and financial consulting. Clients can trust The Brittingham Group, LLP for accurate and reliable financial advice and assistance.

Charles Schwab is a renowned financial institution located at 1033 Roberts Branch Parkway in Columbia, South Carolina. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. With a commitment to transparency, integrity, and exceptional customer service, Charles Schwab is dedicated to helping clients navigate the complexities of the financial market with confidence and peace of mind.

Tripp Brunson is a finance institution located at 1212 Main Street in Columbia, South Carolina, United States. As a part of First Citizens Investor Services, Inc., Tripp Brunson offers strength, stability, and consistency in delivering customized financial advice and tailored strategies. Their team of professionals can help you create and execute a comprehensive plan to achieve your financial goals, integrate personal and business financial plans, structure debt effectively, establish security for you and your family, protect your assets, and ensure your intentions are fulfilled in your estate plan. They also work closely with tax and legal professionals to ensure a consistent planning approach. Visit Tripp Brunson at their location or check out their investment professionals on FINRA BrokerCheck for more information.

Gregory T. Risinger is a finance institution located at 4801 Forest Drive in Columbia, South Carolina, United States. As a part of First Citizens Investor Services, Inc., Gregory T. Risinger offers strength, stability, and consistency in delivering customized financial advice and tailored strategies. Their team of investment professionals can help you create and execute a comprehensive financial plan to achieve your goals, integrate your personal and business finances, establish security for you and your family, protect your assets, and ensure your intentions are fulfilled in your estate plan. They also coordinate with tax and legal professionals to ensure a consistent and effective planning approach. Visit FINRA BrokerCheck to learn more about First Citizens Investor Services, Inc. and Gregory T. Risinger's professional designations.

The Williams Group at Morgan Stanley is a leading financial institution located at 1320 Main Street in Columbia, South Carolina, United States. As a part of Morgan Stanley, one of the world's largest and most respected financial firms, The Williams Group offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced professionals, The Williams Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Williams Group at Morgan Stanley is committed to providing personalized solutions to meet your unique needs.

Welcome to Sarah Benson State Farm Insurance Agent located at 9444 Two Notch Road in Columbia, South Carolina. Our dedicated team is committed to serving our customers and community by providing personalized insurance plans to ensure that every South Carolina Good Neighbor is well-protected. With a range of insurance options including Home, Auto, and Life Insurance, we strive to meet the needs of those in and around Richland County. Sarah Benson, the agency owner, is a former United States Air Force Reserves Medical Service Corps Officer with nearly two decades of experience in the insurance industry. She holds a Doctor of Philosophy in Christian Financial Counseling, a Master's Degree in Public Administration (MPA), and a Master's Degree in Business Management (MA). In her spare time, Sarah enjoys traveling, volunteering, and fencing.

At Community Credit, we specialize in making it easy for residents of Columbia, SC, to apply for small personal installment loans. Whether you have poor credit or no credit, we believe in considering the whole picture and providing second chances. Our goal is to offer lending decisions within hours, ensuring you get the financial help you need as quickly as possible.How It Works: 1. Pre-Application: Start by filling out our loan pre-application form available on our website. This easy and quick form will not impact your credit score.2. Customer Service: