Investment portfolio management in Columbia, South Carolina

Merrill Lynch Financial Advisor Terry A Whigham is a boutique-style wealth management practice located at 1301 Gervais Street, Columbia, South Carolina, United States. Led by Terry A Whigham, the team at WMB & Associates caters to high-earning executives and business owners, providing comprehensive wealth creation and advisory services. With a focus on time, resources, and knowledge, they work to create a better financial experience and outcomes for their clients. Utilizing a rules-based, data-driven investment process, the team believes in purposeful wealth creation over time. They offer strategies that address tax minimization, risk management, and maximizing cash flow. In addition to financial advice, the team provides guidance on investment management, banking, and family/estate planning services. Terry A Whigham has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022 & 2023, and WMB & Associates has been recognized on the Forbes "Best-in-State Wealth Management Teams" list in 2023. Outside of the office, Terry enjoys outdoor activities with his family and holds a B.S. in Finance from the University of South Carolina. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to help clients build personalized financial plans centered on their goals. By listening to clients and understanding their priorities, the team helps clients make investment-related decisions to achieve their meaningful goals. With access to global resources, the team at Merrill Lynch Wealth Management is dedicated to helping clients manage, grow, and preserve their wealth for the future.

Brandon Briggs, a Financial Advisor at Ameriprise Financial Services, LLC, located at 845 Polo Road in Columbia, South Carolina, offers personalized financial planning services to clients. Brandon Briggs is registered to conduct securities business in certain states and adheres to strict regulations set by FINRA. The initial consultation provides an overview of financial planning concepts, although written recommendations are not provided. Ameriprise Financial cannot guarantee future financial results. Clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Privacy and security are a top priority, with strict rules and regulations in place to protect client information. Referrals are welcomed, and Brandon Briggs looks forward to helping friends and family members achieve their financial goals. Contact Ameriprise Financial Services, LLC for more information on how they can assist with your financial planning needs.

H&R Block is a reputable accounting and finance institution located at 2327 Augusta Road in West Columbia, South Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 5496 Forest Drive in Columbia, South Carolina, United States. With a reputation for excellence in tax preparation, financial planning, and other financial services, H&R Block has been serving the community for many years. Their team of expert accountants and financial advisors are dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax filing, budgeting, or investment planning, H&R Block is the trusted choice for all your financial needs. Visit their office today to experience their professional and personalized services.

Dunifer&Dunifer, INC is a reputable institution located at 10120 Two Notch Road in Columbia, South Carolina, United States. Specializing in financial consulting and investment services, Dunifer&Dunifer, INC is known for its expertise in helping clients achieve their financial goals. With a team of experienced professionals, the institution offers personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Dunifer&Dunifer, INC is committed to providing top-notch service and guidance every step of the way.

Milestone Wealth Advisors, led by David Grookett and Zach Coggins, is a premier financial institution located in Columbia, South Carolina. With a commitment to providing personalized financial planning and investment management services, our team helps clients navigate the complexities of wealth management to achieve their financial goals. Whether you are planning for retirement, saving for education, or building your investment portfolio, Milestone Wealth Advisors is dedicated to helping you reach your milestones. Visit us at 7715 Claudia Drive to start your journey towards financial success.

Michael Oana Retirement Planning Specialist is a finance institution located at 4408 Forest Drive in Columbia, South Carolina, United States. Specializing in retirement planning, our team of experts is dedicated to helping individuals prepare for a secure and comfortable future. With personalized strategies and tailored solutions, we strive to empower our clients to make informed decisions about their financial well-being. Whether you are just starting to plan for retirement or looking to optimize your current savings, Michael Oana Retirement Planning Specialist is here to guide you every step of the way. Schedule a consultation today to start building a solid financial foundation for your retirement years.