Financial advising in South Carolina

The College Sage is a prestigious institution located at 18 Broad Street in Charleston, South Carolina, United States. Known for its academic excellence and commitment to student success, The College Sage offers a wide range of programs and courses designed to prepare students for successful careers in today's competitive job market. With a dedicated faculty and state-of-the-art facilities, students at The College Sage receive a top-notch education in a supportive and engaging environment. Whether you're looking to further your education or start a new career, The College Sage is the perfect place to achieve your goals.

Akin Investment Advisory is a finance institution located at 220 North Main Street, Greenville, South Carolina, United States. We specialize in Fiduciary Financial Advisor services, Wealth Management, and Financial Planning. Our dedicated advisors are supported by an Investment Team that is committed to pursuing solid investment strategies to help our clients achieve their financial goals. At Akin Investment Advisory, we listen intently to our clients' needs and work with them to create a path that leads towards their desired outcomes. Our focus is on identifying risks that could impact their financial situation and evaluating strategies to help reduce potential exposure to unforeseen events.

HUB International is an insurance agency located at 110 East Court Street in Greenville, South Carolina. Situated in downtown Greenville with a view of historic Falls Park, our office has been serving the Upstate of SC and surrounding areas since the 1970s. Originally part of KeenanSuggs and The Sullivan Agency, we merged with HUB International to become the 6th largest broker in the world. We have a strong reputation in the community and with our clients, carriers, and associates, many of whom have been with us for over three decades. As a full-service insurance broker, we offer services for property and casualty, employee benefits, life, and personal insurance. Our specialties include commercial & habitational real estate, education, manufacturing, non-profits, staffing & PEOs, financial institutions, fitness clubs, and professional service companies. Our clients benefit from the resources and expertise of an international insurance company while still receiving dedicated local service.

Raymond James & Associates is a finance institution located at 112 Haywood Road in Greenville, South Carolina, United States. With a strong reputation for providing comprehensive financial services, Raymond James & Associates offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the experienced professionals at Raymond James & Associates are dedicated to providing personalized and tailored advice to meet your individual needs. Trustworthy and reliable, Raymond James & Associates is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Oxford Advisory Group, located at 33 Market Point Drive in Greenville, South Carolina, is a finance institution that specializes in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security benefits. The institution has been recognized by various media outlets for their financial services, insights, and experience. They offer resources to help individuals and families achieve their ideal retirements and collaborate with AdventHealth Foundation Central Florida’s Professional Advisory Network to meet charitable needs. Oxford Advisory Group is registered with the U.S. Securities and Exchange Commission and provides investment advisory services. Their website offers general information and resources for informational purposes only, and individuals are encouraged to consult with their own tax or legal advisers before making any financial decisions. Oxford Advisory Group is a member of the Forbes Finance Council and takes pride in supporting the community's health and wellbeing through philanthropy.

Liz Berry State Farm Agency is a health and insurance agency located at 1004 West Georgia Road, Simpsonville, South Carolina, United States. The agency offers tips on avoiding the dangers of drinking and driving, as well as tips for outdoor activities with your pets. They also provide long term care insurance policies to help cover the costs associated with chronic medical conditions. Customers can receive assistance with their insurance and financial services needs, including investment options. The agency emphasizes the importance of protecting sensitive personal information and offers a range of insurance products, including life insurance, annuities, and pet insurance. State Farm VP Management Corp. distributes securities and offers a variety of financial products, while U.S. Bank National Association provides deposit products and credit cards. Customers are advised to carefully consider their options and consult with a tax or legal advisor for personalized advice.

Akin Investment Advisory is a finance institution located at 104 Maxwell Avenue, Greenwood, South Carolina, United States. As a Fiduciary Financial Advisor, we specialize in Wealth Management and Financial Planning. Our Investment Team is dedicated to implementing solid investment strategies to help our clients achieve their financial goals. We prioritize listening to our clients, assessing their needs, and creating customized paths towards their desired outcomes. Our financial planning team focuses on developing comprehensive strategies to secure our clients' financial futures. Visit our office in Charleston, South Carolina for a free consultation and expert advice. We do not sell financial or insurance products, take custody of funds, or share client information with third parties. Akin Investments, llc is a Registered Investment Adviser in Charleston, South Carolina, providing investment services to clients in qualified states. Contact us at (843)-822-4789 for more information.

Axio Wealth Management, located at 101 Trade Zone Drive in West Columbia, South Carolina, is a finance institution specializing in retirement plan management. As part of the Axio Consulting Group, we believe that employee education is key to a successful retirement plan. Our Education and Enrollment Services aim to inform individuals about their retirement plan details and provide guidance on optimizing their savings. At Axio Wealth Management, we offer comprehensive services as either an ERISA 3(21) Investment Adviser or 3(38) Investment Manager, taking on the responsibilities associated with retirement plan investments. Our partnership approach provides guidance to Advisors and Sponsors on navigating fiduciary issues.

Troy Roberts - State Farm Insurance Agent is an insurance agency located at 3206 Millwood Avenue in Columbia, South Carolina. They provide a range of insurance services, including life insurance, annuities, and pet insurance products. The agency also offers tips to help avoid the dangers of drunk driving and budget-friendly home DIY ideas. Customers are advised not to include sensitive personal information when contacting the agency. For assistance with the website, customers can call (803) 212-7000. State Farm is not responsible for the content of third-party sites referenced on their materials. State Farm VP Management Corp. offers investment services, but neither State Farm nor its agents provide tax or legal advice.

Jeffrey Malott - Thrivent is a finance institution located at 4400 Melanie Court, North Charleston, South Carolina, United States. Licensing is available through your State Insurance Department’s website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent.com or FINRA’s Broker Check. Additional information on professional designations and requirements can be found at https://www.thrivent.com/designations.

Wes Johnson, CFP is a finance institution located at 6650 Rivers Avenue in Charleston, South Carolina, United States. Wes Johnson is a CERTIFIED FINANCIAL PLANNER™ Partner at ACT Advisors®, with over 15 years of experience in financial planning. Specializing in helping conservative individuals manage their wealth and plan for the future, Wes co-founded ACT Advisors, a fee-only Registered Investment Advisor (RIA) in 2013. The firm focuses on providing clients with top-notch investment management, financial planning, and compassionate engagement to help them achieve their dreams. Wes is actively involved in promoting financial planning principles as a past President and current Board member of the South Carolina chapter of the Financial Planning Association. With a background in Business Administration from the University of North Carolina at Chapel Hill, Wes has been living in the Charleston area for over 15 years with his wife and two young children. In his free time, Wes coaches his children's sports teams and enjoys coupon clipping and cheering on the UNC basketball team.

June & Associates, CPA is a leading accounting and finance institution located at 99 Main Street in Hilton Head Island, South Carolina, United States. Our team of experts is dedicated to guiding you towards a healthy financial future and taking the stress out of running your business. From handling IRS notices to providing deep analysis and strategic guidance, we are here to help you make sound business decisions. We offer a range of services, including payroll processing, legacy planning, business start-up assistance, and technology solutions to help your small business thrive. Our goal is to ensure that your financial life works seamlessly so you can focus on the reasons you went into business in the first place.

CSS International, Inc. is a leading institution located at 115 River Landing Drive in Charleston, South Carolina, United States. We are dedicated to providing high-quality education and training programs in various fields such as business, technology, and healthcare. Our experienced faculty and staff are committed to helping students achieve their academic and career goals. With state-of-the-art facilities and a supportive learning environment, CSS International, Inc. is the perfect place to start your journey towards a successful future. Join us today and unlock your potential!

Heidi Edwards - Thrivent is a finance institution located at 305 Castle Creek Drive in Greer, South Carolina, United States. Licensing information can be found through the State Insurance Department's website, which can be accessed via the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. The institution provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

JEHM Wealth & Retirement is a finance institution located at 117 Woodruff Place Circle in Simpsonville, South Carolina. At JEHM, we prioritize treating our clients like family, creating custom retirement plans to help them achieve their dreams for themselves and future generations. Our team, comprised of Jennifer, Eric, Haley, and Mallory, is dedicated to providing personalized financial strategies to suit each client's unique needs and objectives. We offer a 34-point Checklist Challenge to measure retirement readiness and host educational events to help individuals and families navigate common financial challenges during retirement. If you are aged 50 or older, retired or soon to be retired with a nest egg of $250K or more, we can help you take control of your financial future. JEHM Wealth & Retirement, LLC is a Registered Investment Adviser in South Carolina and Florida, providing a variety of investment and insurance products tailored to your specific goals. Schedule a Discovery Visit or register for an upcoming event to start planning for the retirement you've always envisioned. Please note that investments involve risk and past performance does not guarantee future results. Consult with a qualified financial adviser before implementing any strategy discussed herein.

Keller Sullivan - Morgan Stanley is a leading financial institution located at 3003 North Main Street in Anderson, South Carolina, United States. With a strong reputation for excellence in the finance industry, our team of experts provides a wide range of services including investment advising, wealth management, and financial planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.

MTM Investment Management, located at 812 East Main Street in Spartanburg, South Carolina, is a finance institution dedicated to helping clients achieve their financial goals. With a team of experts who have proven expertise and a track record of success, MTM provides a depth of ability and resources to match the needs of each individual client. The institution believes in setting goals that inspire and liberate energy, and their hard work and dedication to exceeding client expectations is evident in their commitment to excellence. MTM offers investment advisory services and is registered with the U.S. Securities and Exchange Commission. The information available on their website is for informational purposes only and should not be considered as investment advice. Clients are encouraged to consult with their own tax or legal advisers before making any decisions. At MTM Investment Management, the focus is on helping clients navigate the complexities of investing and achieve financial success.

Melanie Hendrix - Thrivent is a finance institution located at 2 Winchester Court, Mauldin, South Carolina, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only individuals who are financial advisors are credentialed to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA’s Broker Check.

Dennis Barry - Thrivent is a finance institution located at 2 Winchester Court in Mauldin, South Carolina, United States. They are licensed in multiple states including AL, FL, GA, MI, NC, NY, PA, and SC. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which may include a review and analysis of a client's financial situation. Clients can choose to engage further with Thrivent through their Dedicated Planning Services for a fee, which provides written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Cary Street Partners, located at 20 Mills Avenue in Greenville, South Carolina, is a finance institution dedicated to helping clients achieve their short and long-term financial goals. Our experienced advisors offer personalized financial plans, estate planning, wealth management, and more. We believe in aligning the interests of our clients, employees, and business partners to create positive change and new opportunities. Our team in Greenville offers comprehensive research, model portfolio creations, strategic insight, and guidance to optimize investment portfolios. Visit our website to learn more about our team members and the services we offer. Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC, and Cary Street Partners Asset Management LLC, registered investment advisers. Products may not be available in all jurisdictions. Check FINRA’s BrokerCheck for more information on our firm and investment professionals.

Goepper Burkhardt LLC is a finance institution located at 531 South Main Street in Greenville, South Carolina, United States. They offer a Retirement Wealth Management Course in Spring 2024 at Furman University, covering topics such as Medicare, employee benefits packages, retirement lifestyle planning, and retirement taxation. They specialize in helping couples navigate the transition into retirement, even when one spouse is not ready to retire. As SEC Registered Investment Advisers, they are fiduciaries who prioritize their clients' financial interests. Unlike traditional bankers and brokers, they do not sell financial products or earn commissions, focusing solely on providing financial advice. Their integrated approach includes investment planning, income & spending planning, and estate & legacy planning. Contact them at their office on South Main Street in Greenville for comprehensive wealth management services.

Robert Kopp - Thrivent is a finance institution located at 1108 Harrington Street, Newberry, South Carolina, United States. They are licensed in multiple states including CA, FL, GA, IN, LA, MD, NC, NY, SC, TN, TX, UT, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are licensed to provide investment advisory services. Visit their website for more information on their services and professional designations.

Luke Harris - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Unlike most advisors, we take a comprehensive approach to help Christians save and invest wisely. We are licensed in multiple states including AL, FL, GA, KY, MN, NC, SC, and TX. Our institution provides investment advice for Christians seeking long-term relationships with their Financial Advisor. Licensing information can be found through your State Insurance Department’s website.

Alan Hyatt - Thrivent is a finance institution located at 1909 Augusta Highway in Lexington, South Carolina, United States. Committed to creating values-based financial plans, they offer services such as Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice but offers advice and guidance through their Financial Planning Framework. Licensed through the State Insurance Department and affiliated with Thrivent Financial for Lutherans, they offer insurance products, securities, and investment advisory services. Thrivent Investment Management Inc., a registered investment adviser, is a subsidiary of Thrivent and offers services to clients. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Edward Jones is a well-established finance institution located at 3347 Augusta Highway in Gilbert, South Carolina, United States. With a strong focus on personalized financial advising and investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth for the future, the experienced professionals at Edward Jones are committed to providing tailored solutions to meet your unique needs. Visit us today to start building a secure financial future.

LOPAC at GHS is a dynamic institution located at 840 Main Street in Gilbert, South Carolina, United States. Our institution is dedicated to providing high-quality education and resources to our students. With a focus on academic excellence and personal growth, LOPAC at GHS offers a diverse range of programs and activities to support the development of well-rounded individuals. Our experienced faculty and staff are committed to helping students achieve their goals and succeed in their chosen fields. Come visit us at LOPAC at GHS and discover the opportunities that await you!

Wells Fargo Advisors is a reputable financial institution located at 1051 Silver Bluff Road in Aiken, South Carolina, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized guidance and expert advice to clients seeking to grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or managing your investments, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Jan Jernigan - Morgan Stanley is a reputable finance institution located at 1320 Main Street in Columbia, South Carolina, United States. With a focus on providing top-notch financial services and investment advice, our experienced team at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Jan Jernigan - Morgan Stanley is here to support you every step of the way. Contact us today to schedule a consultation and learn more about how we can help you secure your financial future.

Woodmen of the World Insurance is a reputable insurance agency located at 2000 Johnson Marina Road in Chapin, South Carolina. With a strong focus on providing quality insurance products and services to its clients, Woodmen of the World Insurance is committed to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, the experienced professionals at Woodmen of the World Insurance are dedicated to helping you find the right coverage to meet your needs. Visit their office today to learn more about their offerings and how they can help you secure your financial well-being.

Mark Rouse Jr - State Farm Insurance Agent is a trusted insurance agency located at 1414 South Lake Drive in Lexington, South Carolina, United States. They are dedicated to helping you recover from the unexpected and achieve your dreams and goals. Whether you need auto, home, life, or pet insurance, they have you covered. Additionally, they offer valuable tips on topics such as avoiding drunk driving, starting volunteer work, and planning a budget-friendly dream wedding. For your protection, they advise against sharing sensitive personal information on their website. If you encounter any difficulties with accessibility, simply call (803) 957-9001 for assistance. Remember, State Farm is committed to providing quality service and guidance to help you navigate the complexities of insurance and financial planning.