Management advisory services in Columbia, South Carolina

Merrill Lynch Wealth Management, located at 1301 Gervais Street in Columbia, South Carolina, is a leading finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies tailored to each client's unique goals and needs, drawing on years of combined wealth management knowledge and expertise. In addition to traditional investments and retirement income planning, Merrill Lynch Wealth Management advisors can offer guidance on concentrated stock positions and access to estate planning services through Bank of America. They work closely with clients to create long-term financial strategies that align with their lifestyle and multi-generational objectives.

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.

Greg Downs, Branch Manager at Ameriprise Financial Services, LLC in Columbia, South Carolina, offers personalized financial advice to help clients prepare for their future goals. Whether you are saving for college, planning for retirement, or making smart investments, Greg takes the time to understand your priorities. With a focus on both expected and unexpected life events, his advice aims to increase your confidence and control over your financial life. At Greg Downs - Branch Manager, Ameriprise Financial Services, LLC, clients can expect a comprehensive overview of financial planning concepts during a complimentary initial consultation. While written analysis and recommendations are not provided during this session, clients can gain valuable insights into their financial future.

Phillips Accounting and Consulting Services, located at 300 Berkshire Drive in Columbia, South Carolina, is a premier institution specializing in accounting and finance. Founded by Christian Phillips, who brings over 15 years of government tax accounting experience, our institution offers a range of services including government and state tax filing, personal finance management, and audit and assurance services. Christian Phillips, a graduate of the University of Washington with a Bachelor's Degree in Business Administration, has worked with various municipal agencies in their accounting departments. His expertise lies in personal and business tax filing, IRS representation, tax planning, and entity creation and organization.

Stephenson Property Group is a reputable real estate agency located at 520 Columbia Avenue in Chapin, South Carolina, United States. Our team of experienced agents are dedicated to helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home, investment property, or commercial space, we are here to assist you every step of the way. With our knowledge of the local market and commitment to excellent customer service, Stephenson Property Group is the go-to agency for all your real estate needs in Chapin and beyond. Contact us today to start your property search or listing process.

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.

The Wilson Phillips Group at Morgan Stanley is a premier financial institution located at 1320 Main Street in Columbia, South Carolina, United States. Specializing in wealth management, investment advisory services, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic investment solutions, we strive to provide our clients with the tools and guidance needed to navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure your financial future.

Wallick Investments, LLC is a finance institution located at 1122 Lady Street in Columbia, South Carolina, United States. As a fee-only advisor, we are a Registered Investment Advisory firm with over fifty years of combined experience. Our team is dedicated to providing strategic and ethical wealth planning through our Fidelis virtue-focused approach. We also offer Fidelis faith and factor investment management services. We are committed to assisting our clients in achieving their financial goals with integrity and professionalism.

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.

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.

C.J. Bachkosky, CPA, LLC is a reputable accounting and finance institution located at 5301 North Trenholm Road in Columbia, South Carolina, United States. Specializing in providing professional services in the field of accounting and finance, the institution offers a wide range of services to individuals and businesses alike. With a team of experienced and knowledgeable professionals, C.J. Bachkosky, CPA, LLC is committed to providing top-notch financial solutions and expert advice to help clients achieve their financial goals. Whether you are in need of tax preparation, bookkeeping, or financial planning services, you can trust C.J. Bachkosky, CPA, LLC to deliver exceptional results with personalized attention and care.