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Cheryl R. Holland

CFP®, CFBA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

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

Abacus Planning Group, Inc.

2500 Devine St
Columbia, SC 29205
(803) 933-0054

Richard M. Sligh

CFP®

President

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Asset Allocation, Mutual Funds, Retirement

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

Sligh Financial Group, LLC

24 Woodvine Dr
North Augusta, SC 29860-9729
(803) 202-9200

James D. Sharp, Jr.

CFP®, CRPC

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving South Carolina and the surrounding communities.

Ameriprise Financial Services, Inc.

709 Long Point Rd, Ste A
Mount Pleasant, SC 29464
(843) 971-0982 x202

Patrick P. Burgess

CFP®

RIA Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...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
(803) 741-0134

Michelle A. Myhre

CFP®

Managing Director

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.

Oak Advisors, LLC

PO Box 7318
Hilton Head, SC 29938
(843) 757-9339

Barbara H. Saylor

CFP®, CDFA®

Financial Advisor/Owner

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

Commission and Fee 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

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

Patricia N. Sokolowski

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.

WestView Investment Advisors, LLC

1 Corpus Christi Place, Suite 106
Hilton Head Island, SC 29928
(843) 271-6088
CONNECT WITH Patricia
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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

Alex Vassey

CFP®, CRPS®

Owner

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

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

Financial Dynamics

140 Bountyland Rd
Seneca, SC 29672
(864) 718-0600

Jeffrey D. Wildes

CFP®

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

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

Wildes Financial Strategies

447 Marina Dr
Georgetown, SC 29440
(843) 485-4371

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

Adam M. Kleinfelter

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.

PlanFIRST, Inc.

9 Halton Green Way
Greenville, SC 29607
(800) 588-7526
(864) 233-7405
CONNECT WITH Adam
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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

Robin D. Arnold

CFP®, CRPC

Vice President, Wealth Management

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.

Palmetto Citizens Trust & Investment Services

500 Bush River Rd
Columbia, SC 29210
(803) 312-7984

Heidi O. Yoshida

CFP®

Financial Planner

Specialties:

Financial Advisor serving South Carolina and the surrounding communities.

90 Main Street, Suite A
Hilton Head Island, SC 29926
(843) 785-2233

N Mauldin Avinger

CFP®

Specialties: 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Investment...More

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

PlanFIRST, Inc.

9 Halton Green Way
Greenville, SC 29607
(864) 233-7405
CONNECT WITH N
  • twitter link
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Erica R. Smith

CFP®

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

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

Charleston Investment Advisors

654 Coleman Blvd, Suite 202
Mount Pleasant, SC 29464
(843) 763-4499

Dolf W. Dunn, III

CFP®,CPA

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

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

Blackbridge Financial

1 Kingfisher Cove
Fripp Island, SC 29920
(704) 897-0482

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
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Buford S. Glover

CFP®

Registered Representative

Specialties:

Financial Advisor serving South Carolina and the surrounding communities.

Henry B. Summer & Company

1508 Lindsay St
Newberry, SC 29108
(803) 276-4246

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

Michael W. Miller

CFP®, CLU

President

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.

PlanFIRST, Inc.

9 Halton Green Way
Greenville, SC 29607
(800) 588-7526
(864) 233-7405
CONNECT WITH Michael
  • twitter link
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Catherine C. Latto

CFP®

Sole Proprietor

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.

Latto and Associates, Inc.

1118 Savannah Hwy, Ste A
Charleston, SC 29407
(843) 557-2762

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

Michael H. Baker

CFP®, RICP®

Founding Member

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

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

Vertex Capital Advisors

242 Homeward Lane
Rock Hill, SC 29732
(704) 556-1388

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

Christopher E. Cabri

CFP® MBA ChFC MSFS

Financial Advisor

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.

Ameriprise Financial

422 Main St
Greenwood, SC 29646
(864) 388-0828

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

Stephen D. Noblin

CFP®

Specialties: Comprehensive Financial Planning, Disaster Recovery, Life Planning, Retirement

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

ING Financial Partners Inc

337B E Saint John St
Spartanburg, SC 29302-1544
(864) 585-8215