TOP 30 Personalized financial planning in Columbia, South Carolina

167 results found

Edward Jones - Financial Advisor: Charline A Mayo is a reputable finance institution located at 4406-A Forest Drive in Columbia, South Carolina, United States. Charline A Mayo is a trusted and experienced financial advisor who offers personalized investment solutions and expert financial advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Charline A Mayo can provide tailored strategies to meet your specific needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Charline A Mayo is committed to helping clients navigate the complex world of finance with confidence and peace of mind.

Merrill Lynch Financial Advisor Brian Palisin, located at 1301 Gervais Street in Columbia, South Carolina, offers personalized financial services supported by the global resources of Merrill Lynch Wealth Management. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Using Merrill's Goals-Based Wealth Management process, they help clients address their unique concerns and goals, such as retirement income planning, education funding, and wealth transfer. With a focus on understanding each client's individual needs and priorities, they provide thoughtful advice to structure financial resources and create disciplined plans to reach specific goals. The institution believes that financial success can be achieved by making informed investment decisions tailored to each client's unique situation. By staying in touch with clients and revisiting their financial approach as life evolves, they strive to help clients stay on track to achieve their goals. With access to comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Brian Palisin offers personalized investment strategies to help clients live their best financial life.

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.

Jennifer Floyd - Financial Advisor at Ameriprise Financial Services, LLC, located at 845 Polo Road in Columbia, South Carolina, is a finance institution that is part of the Laveer Wealth Management team, recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team is dedicated to helping clients navigate life's challenges and achieve their financial goals with a clear purpose. Jennifer Floyd and her team focus on helping clients accumulate, protect, enjoy, and transfer their wealth. They provide personalized financial planning services and strive to ensure that clients understand the strategies and options available to them. Jennifer Floyd is registered to conduct securities business in select states, and clients can find more information on her qualifications on FINRA's BrokerCheck website. The team at Ameriprise Financial Services, LLC is committed to helping clients achieve their financial goals and navigate the complexities of the financial world with confidence.

Javis Financial Services is a comprehensive financial institution located at 7171 Two Notch Road in Columbia, South Carolina, United States. Specializing in accounting, finance, health, and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to secure their financial future. Whether you need assistance with tax preparation, investment planning, health insurance, or any other financial service, Javis Financial Services is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Kevin M Brazell, located at 1301 Gervais Street in Columbia, South Carolina, is dedicated to helping clients achieve their long-term financial goals. With a personalized approach, the institution works one-on-one with individuals to develop a customized financial strategy that aligns with their aspirations. Whether it's planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is committed to understanding each client's unique needs and priorities. Through the Investment Personality Assessment and ongoing communication, the institution aims to provide tailored solutions that help clients pursue what matters most to them. With access to the resources of Merrill and Bank of America, clients can expect comprehensive financial planning and investment management services. Recognized for exemplary client service, the team at Merrill Lynch is dedicated to building strong relationships based on trust and personalized service. By staying informed about changes in clients' lives and the financial markets, Merrill Lynch helps clients stay on track to achieve their financial goals. With a focus on understanding clients' personal preferences and priorities, Merrill Lynch Financial Advisor Kevin M Brazell offers a customized approach to financial planning that is built around each client's unique circumstances and aspirations.

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.

Benjamin R. Matthews and Associates, LLC is a reputable law firm located at 331 East Main Street in Rock Hill, South Carolina. Specializing in bankruptcy and estate planning matters, our experienced team led by attorney Ben Matthews has been providing legal assistance to clients in South Carolina for over 30 years. If you are facing financial difficulties and are at risk of losing your assets, our bankruptcy lawyers can help you navigate through the complexities of the legal system. We understand the stress and uncertainty that comes with financial struggles, which is why we are dedicated to helping you find the best solution for your situation.

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.

Check Loans is a reputable finance institution located at 6420 Garners Ferry Road in Columbia, South Carolina. We specialize in providing quick and convenient loan services to help individuals meet their financial needs. Our experienced team is dedicated to offering personalized solutions and excellent customer service to ensure a smooth borrowing experience. Whether you need a payday loan, installment loan, or title loan, Check Loans is here to help. Visit us today to learn more about our flexible loan options and competitive rates.

Marion Investment Advisors is a leading finance institution located at 2009 Lincoln Street in Columbia, South Carolina, United States. Our team of experienced advisors is dedicated to helping clients make informed investment decisions and achieve their financial goals. With a focus on personalized service and tailored investment strategies, Marion Investment Advisors is committed to providing top-notch financial guidance and support to individuals and businesses alike. 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.

Capital City Professional Services LLC is a reputable accounting and finance institution located at 2906 Devine Street 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 tax preparation, bookkeeping, or financial planning, we are here to help. Trust Capital City Professional Services LLC for all your accounting and finance needs.

Latino Express Multiservices LLC dba Latino Express Insurance Agency is a comprehensive financial institution located at 1735 Augusta Road in West Columbia, South Carolina. Specializing in accounting, finance, and insurance services, our knowledgeable and experienced team is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, investment planning, or insurance coverage, we are here to help. Trust Latino Express Insurance Agency to provide you with the expert guidance and support you need to 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.

Assured Recovery Process Service & Mobile Notary is a finance institution located at 0110 Tryon Street in Columbia, South Carolina. We specialize in providing reliable and efficient recovery process services, as well as convenient mobile notary services. Our team is dedicated to ensuring that all your financial and legal needs are met with professionalism and accuracy. Trust Assured Recovery Process Service & Mobile Notary for all your finance-related requirements in the Columbia area.

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.

LaLima Law Firm, located at 1635 Sunset Boulevard in West Columbia, South Carolina, is a trusted institution specializing in a variety of legal services. Whether you are dealing with car crash injuries, probate court matters such as wills, personal injury, DUI, criminal defense, divorce, custody, or child support, LaLima Law Firm is here to help. Led by experienced attorney William "Bill" LaLima, our team is dedicated to representing individuals in court and providing expert legal guidance. We also offer financing options for family law cases after the initial retainer is paid. Contact us today for a free consultation and let LaLima Law Firm work for you.

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.

Strom Law Firm, located at 6923 North Trenholm Road in Columbia, South Carolina, is a trusted institution specializing in accounting, finance, and legal services. Our team of award-winning attorneys is dedicated to fighting for your rights and ensuring that you receive the justice you deserve. Whether you are dealing with a personal injury, civil rights issue, or criminal defense case, our experienced lawyers are here to support you every step of the way. We are committed to helping individuals and families in our community navigate through challenging legal situations.

Regional Finance is a trusted financial institution located at 1884 Columbia Road in Orangeburg, South Carolina. As a leading provider of financial services in the region, we offer a wide range of loan options and financial solutions to meet the diverse needs of our customers. Our experienced team of professionals is dedicated to providing personalized service and helping individuals and businesses achieve their financial goals. Whether you need a personal loan, auto loan, or assistance with budgeting and financial planning, Regional Finance is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.

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.

Bobby White - State Farm Insurance Agent is a local insurance agency located at 2900 Dreher Shoals Road in Columbia, South Carolina. As a passionate insurance agent serving Irmo, SC and surrounding areas, Bobby White takes pride in building strong connections with his neighbors to provide them with personalized insurance solutions. With over 13 years of experience in the medical equipment industry, Bobby brings a unique perspective to his insurance agency, focusing on building real relationships with his clients. Bobby and his experienced team offer a wide range of insurance products, including home insurance, renter's insurance, auto insurance, health insurance, life insurance, and financial services. They are dedicated to delivering exceptional service and ensuring that each customer receives a customized insurance plan that meets their specific needs.

The Weaver Agency is a reputable health insurance agency located at 305 Bent Pine Drive in Columbia, South Carolina. With a team of experienced professionals, we specialize in providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual, family, or group coverage, we are dedicated to helping you find the right plan at the right price. Contact us today to learn more about our services and how we can help protect your health and financial well-being.

Horace Mann Insurance Co is a reputable insurance agency located at 6000 Garners Ferry Road in Columbia, South Carolina, United States. With a strong commitment to providing quality insurance products and services, Horace Mann Insurance Co is dedicated to helping individuals and families protect their assets and plan for the future. Whether you are looking for auto, home, life, or other types of insurance coverage, the experienced agents at Horace Mann Insurance Co are here to assist you every step of the way. Trust in their expertise and personalized approach to insurance to give you peace of mind and financial security.

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.

Credit Central is a leading accounting and finance institution located at 6169 Saint Andrews Road in Columbia, South Carolina, United States. Our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with budgeting, tax preparation, or investment planning, Credit Central has the knowledge and experience to assist you. Visit us today to see how we can help you achieve your financial goals.

World Finance is a reputable financial institution located at 1630 Airport Boulevard in West Columbia, South Carolina, United States. Specializing in providing financial services such as personal loans, tax preparation, and insurance, World Finance is committed to helping individuals achieve their financial goals. With a team of knowledgeable and friendly professionals, World Finance offers personalized solutions to meet the unique needs of each client. Whether you are looking to consolidate debt, cover unexpected expenses, or plan for the future, World Finance is dedicated to providing reliable and trustworthy financial assistance. Visit us today to learn more about how we can help you secure your financial future.

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.