TOP 30 Best Philanthropy in Longs, South Carolina
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Michael H Gummelt, CFP, Wealth Management
Michael H Gummelt, CFP, Wealth Management is a premier financial institution located in Myrtle Beach, South Carolina. Specializing in wealth management services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. From retirement planning to investment strategies, we provide personalized solutions tailored to each individual's unique needs. With a commitment to excellence and a focus on long-term success, Michael H Gummelt, CFP, Wealth Management is your trusted partner in financial planning. Visit us at 3959 East Glades Drive to learn more about how we can help you secure your financial future.
TaberPatrick LLC
TaberPatrick LLC is a leading financial services institution located at 100 Exchange Street in Hilton Head Island, South Carolina, United States. With a team of experienced professionals, we offer a wide range of financial solutions to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, TaberPatrick LLC has the expertise and resources to meet your needs. Contact us today to learn more about how we can help you reach your financial goals.
Oxford Advisory Group
Oxford Advisory Group, located at 33 Market Point Drive in Greenville, South Carolina, is a finance institution that specializes in advising high net worth clients on tax efficient strategies, estate planning, and maximizing social security benefits. The institution has been recognized by various media outlets for their financial services, insights, and experience. They offer resources to help individuals and families achieve their ideal retirements and collaborate with AdventHealth Foundation Central Florida’s Professional Advisory Network to meet charitable needs. Oxford Advisory Group is registered with the U.S. Securities and Exchange Commission and provides investment advisory services. Their website offers general information and resources for informational purposes only, and individuals are encouraged to consult with their own tax or legal advisers before making any financial decisions. Oxford Advisory Group is a member of the Forbes Finance Council and takes pride in supporting the community's health and wellbeing through philanthropy.
Ellenberg Wealth Management of Raymond James
Ellenberg Wealth Management of Raymond James is a top-tier financial institution located at 1319 Montague Avenue Extension in Greenwood, South Carolina, United States. Our dedicated team of financial experts offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, we provide comprehensive financial planning, investment management, and retirement planning services. Trust us to guide you towards a secure financial future.
Lighthouse Wealth Advisors of Charleston
Lighthouse Wealth Advisors of Charleston is a premier financial institution located at 1032 Savannah Highway in Charleston, South Carolina. Our team of experienced advisors is dedicated to helping clients navigate the complexities of wealth management and financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our advisors are here to provide personalized strategies tailored to your unique financial goals. Trust Lighthouse Wealth Advisors of Charleston to be your beacon of financial guidance in the bustling city of Charleston.
Huddleston & Associates, Ameriprise Financial
Huddleston & Associates, Ameriprise Financial, located at 465 Woodruff Road in Greenville, South Carolina, is a finance institution that offers a wide range of specialized certifications and designations for financial professionals. The institution provides expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Some of the certifications offered by Huddleston & Associates include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® Chartered Advisor in Philanthropy, CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA® Chartered Financial Analyst, CFP® Certified Financial Planner, Certified Fund Specialist, ChFC® Chartered Financial Consultant, Chartered Special Needs Consultant, CIMA® Certified Investment Management Analyst, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU® Chartered Life Underwriter Designation®.
Ryan Eugene Westmoreland - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ryan Eugene Westmoreland is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 311 Meetze Avenue in Lexington, South Carolina, United States. As a finance institution, Ryan Eugene Westmoreland holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ryan Eugene Westmoreland's expertise in wealth management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continued education, Ryan Eugene Westmoreland provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
Edward Jones - Financial Advisor: Brian T Richter, ChFC®|CAP®|CLU®|CRPC™
Edward Jones - Financial Advisor: Brian T Richter, ChFC®|CAP®|CLU®|CRPC™ is a reputable financial institution located at 1702 Ribaut Road in Port Royal, South Carolina, United States. Specializing in finance, Brian T Richter is a highly qualified professional with designations including ChFC® (Chartered Financial Consultant), CAP® (Chartered Advisor in Philanthropy), CLU® (Chartered Life Underwriter), and CRPC™ (Chartered Retirement Planning Counselor). With years of experience and expertise, clients can trust Edward Jones - Financial Advisor: Brian T Richter to provide personalized financial advice and guidance to help them achieve their financial goals.
The Clem Collaborative
Located at 2 Gillon Street in Charleston, South Carolina, The Clem Collaborative is a financial institution specializing in accounting and finance services. With a holistic approach to their clients' financial lives, they help individuals navigate the four main aspects of managing money: saving, spending, taxes, and charitable giving. By creating personalized strategies for tax preparation and financial planning, The Clem Collaborative helps clients move towards their financial goals efficiently and effectively.
Hamilton & Hamilton Wealth Management - Raymond James
Hamilton & Hamilton Wealth Management - Raymond James is a leading finance institution located in Myrtle Beach, South Carolina. With a commitment to providing top-notch wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we offer personalized solutions tailored to your individual needs. Visit us at 1151 44th Avenue North to learn more about how we can help you build and protect your wealth.
David Monckton - Financial Advisor, Ameriprise Financial Services, LLC
David Monckton is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Professional Drive in Myrtle Beach, South Carolina, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior and retirement issues, divorce financial analysis, estate planning, exit planning, securities analysis, financial planning, mutual funds, special needs financial planning, investment management, biblically wise financial advice, long-term care planning, and life insurance. David Monckton is dedicated to providing comprehensive financial services to individuals and small business owners, with a focus on ethical practices and real-world application of investment concepts.
Ritchie & Associates
Ritchie & Associates is a well-established institution located at 100 Dunbar Street in Spartanburg, South Carolina. We are proud to offer a wide range of services including financial consulting, investment planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Ritchie & Associates is committed to providing the highest level of expertise and guidance to our valued clients. Visit us today to learn more about how we can help you reach your financial objectives.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 105 Wall Street in Clemson, South Carolina, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors who have a wealth of knowledge in wealth management, retirement income planning, and estate planning, Merrill Lynch is dedicated to helping clients achieve their financial goals and navigate market fluctuations. The branch's advisors prioritize client service and satisfaction, taking the time to understand each client's personal and professional goals to create customized financial strategies. Through volunteerism and charitable outreach, Merrill Lynch also supports the communities in which it operates, demonstrating a commitment to giving back and fostering healthy, vibrant neighborhoods.
DeHollander Financial Group
DeHollander Financial Group is a reputable finance and insurance agency located at 3515 Pelham Road in Greenville, South Carolina, United States. With a strong commitment to providing personalized financial solutions to clients, DeHollander Financial Group offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Contact DeHollander Financial Group today to learn more about their services and how they can help you navigate the complex world of finance and insurance.
Cornerstone Wealth
Cornerstone Wealth is a leading finance institution located at 137 Old Market Street in Aiken, South Carolina, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Cornerstone Wealth, we prioritize personalized service and tailor-made financial solutions to meet the unique needs of each client. Trust us to be your partner in building a solid financial foundation for a secure tomorrow.
Merrill Lynch Financial Advisor William G Meinel
Merrill Lynch Financial Advisor William G Meinel is a finance institution located at 1301 Gervais Street in Columbia, South Carolina, United States. At our institution, we work one-on-one with our clients to develop personalized financial strategies tailored to help them achieve their long-term goals. Whether you are looking to transfer wealth to the next generation, pursue your passions, or plan for retirement, we start by listening to understand your priorities and goals. Our team at Merrill Lynch believes in the power of personalized financial planning, taking into account your unique investment preferences and goals. We offer the Investment Personality Assessment to better understand your approach to investing and customize our strategies to align with what matters most to you. By staying informed and adapting to changes in your life and the market, we aim to help you achieve your financial aspirations.
Calvary Wealth
Calvary Wealth is a leading finance institution located at 1201 Main Street in Columbia, South Carolina, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies, wealth management, and financial planning services. With a commitment to integrity and excellence, Calvary Wealth is the trusted partner for individuals and businesses seeking to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Tumlin Levin Sumner Wealth Management of Raymond James
Tumlin Levin Sumner Wealth Management of Raymond James is a leading financial institution located at 305 Carteret Street in Beaufort, South Carolina, United States. Specializing in wealth management services, our experienced team provides personalized financial strategies to help clients achieve their long-term financial goals. With a focus on building lasting relationships and delivering exceptional service, we strive to exceed our clients' expectations and ensure their financial success. Trust Tumlin Levin Sumner Wealth Management of Raymond James to guide you towards a secure financial future.
Parker Capital Management of Raymond James
Parker Capital Management of Raymond James is a leading finance institution located at 360 Concord Street in Charleston, South Carolina, United States. Our team of experienced professionals provides expert financial planning and investment management services to help clients achieve their financial goals. With a focus on personalized strategies and superior customer service, we strive to build long-term relationships based on trust and integrity. Contact us today to learn how Parker Capital Management can help you secure your financial future.
Ray Carothers - Financial Advisor, Ameriprise Financial Services, LLC
Ray Carothers - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 Shorecrest Drive in Clemson, South Carolina, United States. Ray Carothers holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, retirement planning, and various other financial planning areas. Ray Carothers is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their future.
Capstone Wealth Advisory of Raymond James
Capstone Wealth Advisory of Raymond James is a leading financial institution located at 101 Falls Park Drive in Greenville, South Carolina, United States. Specializing in wealth management and financial advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and strategic planning, we strive to provide comprehensive and tailored financial guidance to individuals, families, and businesses. Trust Capstone Wealth Advisory of Raymond James to navigate the complexities of the financial world and help you secure a prosperous future.
Jim Bennett - Financial Advisor, Ameriprise Financial Services, LLC
Jim Bennett is a Financial Advisor at Ameriprise Financial Services, LLC located at 201 East Camperdown Way in Greenville, South Carolina, United States. Jim Bennett holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMC®, CIMA®, Certified Kingdom Advisor®, CLTC, and CLU®. These certifications demonstrate Jim Bennett's expertise in asset management, estate planning, investment strategies, retirement planning, and more. Jim Bennett is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Jim Bennett today for personalized financial advice and guidance.
Andrew West - Financial Advisor, Ameriprise Financial Services, LLC
Andrew West is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8 South Poinsett Highway in Travelers Rest, South Carolina, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Andrew West specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. As a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional, Andrew West is dedicated to upholding the highest standards of ethics and expertise in asset management, investment strategies, estate planning, retirement planning, and more. Additionally, Andrew West is equipped to assist clients with specialized needs, such as domestic partnership planning, philanthropy, special needs planning, and military financial planning. With a focus on education, integrity, and personalized service, Andrew West is committed to helping clients achieve their financial goals and secure their financial futures.
Roderick L Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
Roderick L Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1201 Main Street, Columbia, South Carolina, United States, is a finance institution that offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. The institution boasts multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating a high level of expertise and commitment to providing top-notch asset management, investment strategies, estate planning, and retirement planning services. With a team of professionals holding prestigious designations such as CFA®, CFP®, CASL®, and more, clients can trust in the knowledge and skills of the advisors at Roderick L Barnes - Private Wealth Advisor. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, this institution has the expertise to guide you towards financial success.
The Wilson Phillips Group - Morgan Stanley
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.
Tidal Creek Capital Advisors
Tidal Creek Capital Advisors is a finance institution located at 18 Palmetto Way in Bluffton, South Carolina, United States. Our team of experienced advisors specialize in providing personalized financial solutions to help clients achieve their investment goals. With a focus on building long-term relationships and delivering exceptional service, we offer a range of services including investment management, financial planning, and retirement planning. Contact us today to learn how we can help you secure your financial future.
Family Asset Management, LLC
Family Asset Management, LLC is a finance institution located at 997 Morrison Drive in Charleston, South Carolina, United States. Our dedicated team of professionals is committed to helping families effectively manage and grow their assets. We offer personalized financial planning services to help our clients achieve their long-term financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Family Asset Management, LLC is here to provide expert guidance and support.
SouthState Investment Services
SouthState Investment Services is a leading finance institution located at 2430 Mall Drive in Charleston, South Carolina. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust SouthState Investment Services to help you secure your financial future.
Wells Fargo Advisors
Welcome to Wells Fargo Advisors, your trusted partner in financial services located at 601 U.S. 301, Dillon, South Carolina. As a leading financial advisory firm, we are dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Our team of experienced advisors is committed to providing comprehensive financial planning, investment management, and retirement planning tailored to your unique needs. Whether you're looking to grow your wealth, plan for retirement, or secure your financial future, Wells Fargo Advisors is here to support you every step of the way. Visit us in Dillon and discover how we can help you make informed financial decisions with confidence.
Nearby cities:
- Greenville
- Charleston
- Spartanburg
- Columbia
- Mount Pleasant
- North Charleston
- Myrtle Beach
- Summerville
- Anderson
- Hilton Head Island
- Aiken
- Conway
- Rock Hill
- Lexington
- North Myrtle Beach
- Greer
- Bluffton
- Greenwood
- Beaufort
- Orangeburg
- Fort Mill
- Simpsonville
- Easley
- West Columbia
- Seneca
- Little River
- Goose Creek
- North Augusta
- Dillon
- Walterboro
- Clemson
- Loris
- Lancaster
- Newberry
- Irmo
- Abbeville
- Bennettsville
- Johns Island
- Taylors
- Laurens
- Moncks Corner
- Travelers Rest
- Piedmont
- Ridgeland
- Inman
- Mullins
- Boiling Springs
- Mauldin
- Clinton
- Chapin
- Pickens
- Marion
- Ladson
- Batesburg-Leesville
- Hardeeville
- Duncan
- Cheraw
- Barnwell
- Indian Land
- McCormick
- Fountain Inn
- Union
- Woodruff
- Cayce
- Clover
- York
- Landrum
- Pendleton
- Okatie
- Walhalla
- Saint George
- Belton
- Florence
- Saluda
- Hampton
- Pageland
- Westminster
- Lake Wylie
- Port Royal
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