Legacyplanning in South Carolina

Convergent Financial Group is a finance institution located in Mount Pleasant, South Carolina. As a Mt Pleasant Financial Advisor, we are independent, fee-only, and fiduciary, meaning we are dedicated to providing the best financial advice for our clients. Whether you have recently come into some extra cash or are looking to make the most of your money, we can help create a personalized playbook for your financial journey. Our process is simple, with only 3 steps to get your money working for you, and we will keep you informed of any key decisions that need to be made. At Convergent Financial Group, we offer a wealth of professional financial advice on topics ranging from money and marriage to markets and mortgages. We have been highly rated and voted among the best financial planners in Charleston and Mount Pleasant. Visit us at 3850 Bessemer Road or call us at (843) 972-4402 to learn more about how we can help you achieve your financial goals.

TruNorth Advisors is a finance institution located at 145 Thomas Green Boulevard in Clemson, South Carolina, United States. Our mission is to help you find your TRU North and have the confidence to live your dreams. We offer a four-step approach to retirement planning to help you embrace your desires and empower your dreams. Our services include creating a complete TRUretirement PlanTM, implementing the plan, and providing ongoing education and information to bring you peace of mind with your savings and retirement. As an independent financial services firm, we use a variety of investment and insurance products to custom suit your needs and objectives. Our Affiliated Consultant, Matt Dixon, is committed to ongoing education and upholds a code of conduct that demands integrity, accountability, and transparency. Join us for educational workshops and classes provided by the Association of Financial Consultants at no cost or obligation. Tune in to "The Max Money Hour" every Saturday at 6pm. Let us help you embrace your desires and empower your retirement dreams at TruNorth Advisors.

Edward Jones - Financial Advisor: Brandon Harbrecht is a reputable financial institution located at 207A West Front Street in Liberty, South Carolina, United States. As a dedicated financial advisor, Brandon Harbrecht offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert advice on investments, retirement planning, insurance, and estate planning. Whether you are looking to grow your wealth, save for retirement, or protect your assets, Brandon Harbrecht is committed to helping you navigate the complexities of the financial world and make informed decisions that align with your unique needs and objectives. Contact Edward Jones - Financial Advisor: Brandon Harbrecht today to schedule a consultation and take the first step towards securing your financial future.