TOP 30 Best Financial planning and management in Columbia, South Carolina

SAFE Federal Credit Union, located at 7836 Garners Ferry Road in Columbia, South Carolina, is a trusted financial institution dedicated to helping members build their financial knowledge and security. With our SAFE Cents video series, we provide valuable resources to help you make smart financial decisions. Our Double Feature offer includes free checking and an impressive 4.25% APY on our PowerUp Checking account for balances up to $20,000. This account is not only high-yielding but also completely free for our members.

The Hobbs Group, PA is a prestigious accounting and finance institution located at 125 West Stone Avenue in Greenville, South Carolina, United States. As a full-service Certified Public Accounting Firm, we offer a wide range of services including assurance, tax, accounting, advisory, and more. Our reputation for excellence is upheld by the trust and respect of our clients and associates. With a strong presence in Columbia and Greenville, we are committed to providing top-notch financial services to our clients.

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.

Security Finance is a reputable financial institution located at 1112 Washington Street in Columbia, South Carolina. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. With a focus on security and reliability, we offer a range of services including financial planning, tax preparation, and investment management. Visit us today to discover how Security Finance can help you secure your financial future.

South Carolina Federal Credit Union, located at 1945 Sam Rittenberg Boulevard in Charleston, South Carolina, is a finance institution that offers low rates and budget-friendly financing options for vehicles, homes, and refinancing. Their team is known for their friendly service and expert knowledge, providing personalized consultations for retirement savings strategies. Customers rave about the exceptional service at the West Columbia branch, praising the team for their care and professionalism. South Carolina Federal Credit Union is dedicated to helping members make important financial decisions, whether for individuals or businesses. With a focus on building relationships and providing top-notch service, South Carolina Federal Credit Union is a trusted financial partner for many.

The Darla Moore School of Business is a prestigious institution located at 1014 Greene Street in Columbia, South Carolina, United States. Known for its top-ranked business programs and innovative approach to education, the school offers a wide range of undergraduate, graduate, and executive education programs. With a focus on experiential learning and real-world application, students at the Darla Moore School of Business receive a comprehensive business education that prepares them for success in the global marketplace. The school's strong network of alumni and industry connections provide students with valuable opportunities for internships, networking, and career advancement. Whether you are a prospective student looking to launch your career in business or a seasoned professional seeking to enhance your skills, the Darla Moore School of Business offers a dynamic and supportive learning environment to help you achieve your goals.

Regional Finance is a leading finance institution located at 110 Forum Drive in Columbia, South Carolina, United States. With a focus on providing financial solutions to individuals and businesses in the region, Regional Finance offers a wide range of services including personal loans, auto loans, and small business loans. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Regional Finance can help you with your financial needs.

Keith Hewitt - State Farm Insurance Agent is a trusted insurance agency located at 1836 Columbia Road in Orangeburg, South Carolina. With over 40 years of experience in the insurance and financial service industry, Keith is dedicated to helping individuals and families in Orangeburg, St. Matthews, Cope, Bowman, Neeses, North, and surrounding areas with all of their insurance needs. From auto insurance to home insurance, life insurance, and banking services, Keith and his team are committed to providing exceptional customer service and personalized solutions. The institution is affiliated with the Board of Visitors at Charleston Southern University and Keith himself is a State Farm Agent since 1972. He is a President's Club Qualifier and has received the Golden Triangle Health Insurance Round Table Award. Additionally, Keith is an active member of the Orangeburg Chamber of Commerce and the Rotary Club.

Safe Tax is a reputable accounting and finance institution located at 2230 Decker Boulevard in Columbia, South Carolina. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial advisory services to individuals and businesses alike. With a commitment to accuracy, integrity, and confidentiality, Safe Tax ensures that all your financial needs are handled with care and expertise. Trust Safe Tax to keep your finances secure and in order.

H&R Block is a leading accounting and finance institution located at 460 Killian Road in Columbia, South Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal finances or a business in need of expert accounting services, H&R Block is committed to providing high-quality, personalized assistance to meet your needs. Visit us today to see how we can help you achieve your financial goals.

Palmetto Citizens Federal Credit Union is a trusted financial institution located at 2120 Sunset Boulevard in West Columbia, South Carolina. As a credit union, we offer a range of banking and financial services to our members, including ATM access, personal and business banking, loans, and investment options. Our friendly and knowledgeable staff are dedicated to helping our members achieve their financial goals and providing excellent customer service. Join us today and experience the benefits of being a part of the Palmetto Citizens Federal Credit Union community.

Scott Properties of the Midlands, LLC is a premier property management company located at 205 West Main Street in Lexington, South Carolina, United States. We offer a wide range of services to property owners and investors in the Columbia and Midlands area. Our services include rent collection, tenant screening, property evaluations, and maintenance coordination. We utilize Artificial Intelligence Tenant Screening Software to ensure that only qualified tenants are placed in your rental properties.

Gregory Nicholas - State Farm Insurance Agent is an insurance agency located at 8006 Garners Ferry Road in Columbia, South Carolina. Situated next to the Chinese American Restaurant in Grace Hill Plaza on Sumter Hwy, we offer a range of insurance services including final expense insurance to help with funeral planning, guaranteed issue life insurance, and tips for safe rural road driving. Whether you are considering cashing out your 401k or taking a loan from it, our team can provide you with the information you need to make an informed decision. For your protection, we advise against sharing sensitive personal information online. If you require assistance with our website, please call (803) 695-7070.

South Carolina Federal Credit Union is a trusted financial institution located at 109 North 12th Street in West Columbia, South Carolina. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and investment options. Our goal is to help our members achieve their financial goals and secure their financial future. With a commitment to excellent customer service and competitive rates, South Carolina Federal Credit Union is here to serve the community and help individuals and families thrive financially.

Palmetto Citizens Federal Credit Union is a trusted financial institution located at 7655 Garners Ferry Road in Columbia, South Carolina. As a full-service credit union, we offer a wide range of financial products and services including checking and savings accounts, loans, and investment options. Our convenient ATM services make it easy for members to access their funds 24/7. With a commitment to providing exceptional customer service and competitive rates, Palmetto Citizens Federal Credit Union is here to help our members achieve their financial goals. Visit us today to see how we can assist you with your banking and finance needs.

Caro Federal Credit Union is a trusted financial institution located at 4480 Rosewood Drive in Columbia, South Carolina. As a member-owned credit union, we strive to provide excellent financial services and products to our members. Our convenient ATM services make it easy for members to access their funds anytime, anywhere. Whether you're looking to save, borrow, or invest, Caro Federal Credit Union is here to help you achieve your financial goals. Visit us today and experience the personalized service and competitive rates that set us apart from traditional banks.

NettWorth is a leading finance institution located at 1345 Garner Lane in Columbia, South Carolina, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals are dedicated to providing personalized solutions tailored to our clients' specific needs. Whether you are looking to invest, save for the future, or secure a loan, NettWorth is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Preservation Specialists, LLC is a finance institution located at 700 Saturn Parkway in Columbia, South Carolina, United States. Specializing in preservation and protection of assets, our team of specialists provide expert financial advice and services to help clients secure their future. With a focus on personalized solutions and strategic planning, we strive to help individuals and businesses achieve their financial goals and preserve their wealth for generations to come. Contact us today to learn more about how Preservation Specialists, LLC can help you secure your financial future.

Sign N Sealed Tax Services is a trusted accounting and finance institution located at 1304 Sunset Boulevard in West Columbia, South Carolina. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we have the expertise to meet your needs. With a commitment to accuracy and client satisfaction, Sign N Sealed Tax Services is your go-to destination for all your financial needs.

Cisco Tax Service is a reliable and professional accounting and finance institution located at 108 Inview Road in West Columbia, South Carolina, United States. With years of experience in tax preparation and financial planning, our team of experts is dedicated to providing top-notch services to individuals and businesses. Whether you need help with tax filing, bookkeeping, or investment advice, Cisco Tax Service is here to assist you every step of the way. Trust us to handle your financial matters with precision and care.

The Hi/T Society LLC is a finance institution located in Columbia, South Carolina, United States. We specialize in providing high-quality financial services to our clients, helping them achieve their financial goals and secure their futures. With a team of experienced professionals, we offer a range of services including investment management, financial planning, and wealth management. Our commitment to excellence and personalized service sets us apart from other financial institutions, making us a trusted partner for all your financial needs. Contact us today to learn more about how we can help you reach your financial goals.

Spann Tax Consulting & Notary Inc is a highly reputable institution located at 506 Dove Park Road in Columbia, South Carolina. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch solutions for all your tax and financial needs. Whether you are an individual or a business owner, we are here to help you navigate the complexities of the financial world with ease. With our years of experience and commitment to excellence, you can trust us to handle all your tax consulting and notary needs with professionalism and efficiency. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

The Brooker Law Firm, P.A. is a trusted institution located at 508 Hampton Street in Columbia, South Carolina. Specializing in accounting, finance, and legal services, the firm has been serving clients across South Carolina since 2005. With a focus on personalized tax and probate legal representation, the firm caters to family-owned businesses and medium to high net-worth individuals. Led by Jeff Z. Brooker, III, a recognized Best Lawyer in America, the firm offers a range of legal services including federal and state matters, business mergers and acquisitions, estate planning, probate, and more. Voted as one of the best law firms in America for 2020 and 2024, the Brooker Law Firm, P.A. is committed to providing responsive and thorough legal services to clients from all industries and business types.

Shealy Rice Accounting & Tax Service is a reputable institution located in Batesburg-Leesville, South Carolina, United States. Specializing in accounting and finance services, they provide expert advice and assistance to individuals and businesses in managing their financial affairs. With a commitment to professionalism and integrity, the team at Shealy Rice Accounting & Tax Service is dedicated to helping clients achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, you can trust Shealy Rice Accounting & Tax Service to provide reliable and personalized service. Visit their office at 418 West Columbia Avenue to learn more about how they can help you with your financial needs.

Finance Central Inc is a leading financial institution located at 1535 Broad River Road in Columbia, South Carolina. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with investments, loans, or financial planning, Finance Central Inc is here to help. Trust us to be your go-to resource for all your financial needs.

The Salmond Group at Morgan Stanley is a leading financial institution located at 1320 Main Street in Columbia, South Carolina, United States. With a focus on providing top-notch financial services and investment solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, The Salmond Group at Morgan Stanley is here to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

The Ballentine Group, located at 1320 Main Street in Columbia, South Carolina, is a financial institution offering securities-related services to residents of select states in the United States. They provide investment products and services through Wells Fargo Advisors, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that the information provided is for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. The institution's services may have restrictions depending on the client's country of residence.

CCM Investment Advisers LLC is a finance institution located at 1201 Main Street in Columbia, South Carolina, United States. Our team of experienced professionals provides expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, we are committed to helping our clients build and protect their wealth. Contact us today to learn more about how we can help you reach your financial objectives.

Truist Wealth is a financial institution located at 2422 Devine Street in Columbia, South Carolina, United States. As a premier wealth management firm, Truist Wealth offers a wide range of services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, Truist Wealth provides personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Truist Wealth is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.