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Gordon F. Cooper

CFP®, CLU

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving South Carolina and the surrounding communities.

Ausdal Financial Partners

1079 Falling Leaf St.
Fort Mill, SC 29707
(847) 509-8700

Paul S. Bolen

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Cornerstone Financial Strategies, LLC

810 Travelers Blvd, Ste A-1
Summerville, SC 29485
(888) 875-2133
(843) 875-2133

Richard Van Der Noord

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Van Der Noord Financial Advisors

420 The Parkway, Ste G2
Greer, SC 29650
(877) 476-1870
(864) 801-1977

Robby T. Bryant

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving South Carolina and the surrounding communities.

Magnolia Financial Planning Services

414 Old Clemson Highway
Seneca, SC 29672
(864) 710-4835

Ione H. Cockrell

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Financial Advisor serving South Carolina and the surrounding communities.

Ione H. Cockrell Insurance & Financial Services

914 Richland St, Ste A102
Columbia, SC 29201
(803) 254-4899

David J. Macaulay

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Macaulay & Associates

111 Clebourne St. Suite 230, Suite 230
Fort Mill, SC 29715
(803) 802-7224

Bill Harwood

CFP®, CPA

Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Blackbridge Financial

715 Kennerly Road
Irmo, SC 29063
(803) 749-7670

Nancy B. Fellinger

CFP®, RMA®, RICP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Sensible Money, LLC

101 Ellington Ln
Pawleys Island, SC 29585-7681
(843) 253-0187
(843) 253-0187
CONNECT WITH Nancy
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Michele C. Huddleston

CFP®, ChFC®, CLU®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial

465 Woodruff Rd
Greenville, SC 29607
(888) 300-3966
(864) 250-3000

Steven A. Hurst

CFP®

Financial Planner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

LPL

1055 LPL way
Fort Mill, SC 29715
(954) 270-7661

Robert G. Davidson, Jr.

CFP®

Senior Vice President, Financial Advisor

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Morgan Stanley

1320 Main St, Ste 800
Columbia, SC 29201
(800) 438-5570
(803) 343-8800

John S. Sloop, Jr.

CFP®

CFP Practitioner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Palmetto Investment Consultants, LLC

305 Oakland Ave
Rock Hill, SC 29730
(866) 909-7001
(803) 909-7000

Jeb S. Zoller

CFP®

Investment Advisor Representative /Agent

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

DaVinci Financial Designs, LLC

3200 Devine St, Ste 200
Columbia, SC 29205
(800) 443-2104
(803) 741-0134

Brad A. Tapscott

CFP®, CRPC®, ChFC®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial Services, Inc.

259 Seven Farms Dr, Ste 200
Daniel Island, SC 29492
(800) 813-1489
(843) 284-1237

Barbara H. Saylor

CFP®, CDFA®

Financial Advisor/Owner

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Palmetto Wealth Advisors, LLC

1611 Devonshire Dr, Ste 100
Columbia, SC 29204
(803) 252-0606 x213

Mary Elizabeth Ivy

CFP®, CRPC®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Gordon Financial LLC

192 Revolution Dr
Mt. Pleasant, SC 29464
(843) 936-3941

Peggy H. Langdon

CFP®

Sr. Financial Planner/Reg. Principal

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial Services

1813 Pickens St
Columbia, SC 29201
(803) 750-9337

Patricia N. Sokolowski

CFP®

CFP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

WestView Investment Advisors, LLC

400 Main St, Ste 200G
Hilton Head Island, SC 29926-4612
(843) 271-6088
CONNECT WITH Patricia
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Noel B. Swain

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving South Carolina and the surrounding communities.

223 E Blackstock Rd
Spartanburg, SC 29301
(864) 582-7766

Melissa D. Bane

CPA,PFS®, CFP®, ChFC

Vice President/Private Client Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Personal Taxes

Financial Advisor serving South Carolina and the surrounding communities.

Greenwood Capital

201 W McBee Ave, P.O. Box 3181
Greenville, SC 29601
(864) 941-4066

Christopher D. Kauker

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial Services, Inc.

259 Seven Farms Dr, Ste 200
Daniel Island, SC 29492-8501
843.284.1237 x212
CONNECT WITH Christopher
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Michael H. Baker

CIMA®, CFP®, RICP®

Founding Member

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Vertex Capital Advisors

127 Ben Casey Drive, Suite 104
Fort Mill, SC 29732
(704) 556-1388
CONNECT WITH Michael
  • linkedin link

Matthew D. Pardieck

CFP®, CIMA®, CLU®,

Vice President, Investments

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Raymond James

28 Bridgeside Blvd, Ste 203
Mt Pleasant, SC 29464
(843) 416-1033

Brian L. Disher

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Greenwood Capital

201 W McBee Ave, Ste 300
Greenville, SC 29601
(864) 335-2421

Bland Burkhardt

CFP®

Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Goepper Burkhardt Retirement Wealth Management

531 S Main St, Suite 303
Greenville, SC 29601
(864) 370-3244

Joel C. Taliaferro

CFP®

Chief Operations Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Accumulus Financial Group, LLC

1320 Main St, Ste 210
Columbia, SC 29201
(803) 403-1157
CONNECT WITH Joel
  • facebook link
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Leila Dudley

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

Mosaic Wealth Strategies, LLC

3 Jessen Drive
Greenville, SC 29607
(706) 457-3368

John W. Cooper

CFP®

Private Client Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving South Carolina and the surrounding communities.

Greenwood Capital

PO Box 3181
Greenwood, SC 29648

Greenwood Capital

P.O. Box 3181
Greenwood, SC 29648
(864) 941-4059
CONNECT WITH John
  • linkedin link

Paul A. Lankau, Jr.

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving South Carolina and the surrounding communities.

FTB Advisors

28 Bridgeside Blvd, Suite 100
Mount Pleasant, SC 29464
(843) 972-6025

David N. Brown

CFP®

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving South Carolina and the surrounding communities.

MassMutual

403 Old Carrington Pkwy
Lexington, SC 29072
(803) 351-0516