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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

Devery R. Cagle

CFP®, CRPC®, CAP™

President and Founder

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

Financial Advisor serving South Carolina and the surrounding communities.

ASE Financial Advisory Group

9 Buena Vista Way, Ste B
Greenville, SC 29615
(864) 254-0032

James B. Ballentine

CFP®, CRPC

Financial Advisor

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

Financial Advisor serving South Carolina and the surrounding communities.

Ballentine Capital Advisors

23 Buena Vista Way, Suite B
Greenville, SC 29615
(864) 322-6046
CONNECT WITH James
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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

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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Jennifer C. Perritt

CFP®

Financial Advisor

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

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

154 Ballentine Ln
Chapin, SC 29036
(803) 932-4407

James M. Danford, III

CFP®, CMFC®

President/CEO

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.

Accumulus Financial Group, LLC

1320 Main St, Ste 210
Columbia, SC 29201
(803) 712-4534
CONNECT WITH James
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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

Glenn R. DeHollander

CFP®

Managing Partner

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.

DeHollander & Janse Financial Group

3515 Pelham Road, Ste 100
Greenville, SC 29615
(866) 411-3534
(864) 770-0220 x101
CONNECT WITH Glenn
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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

5301 N Trenholm Rd, Suite A
Columbia, SC 29206
(800) 443-2104
(803) 741-0134

Thomas A. Gore

CPA, CFP®

President

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

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

Core Advisors, Ltd.

PO Box 699
Chapin, SC 29036
(803) 941-4440

Stephen D. Noblin

CFP®

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

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

Charles D. Capasso

CFP®

Owner, Financial Advisor

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

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

Capasso Planning Partners, LLC

56 Broad St, Suite 3C
Charleston, SC 29401
(843) 598-1665

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

1501 Belle Isle Avenue, Suite 110
Mount 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

N Mauldin Avinger

CFP®

Owner

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.

Greenville Capital

330 East Coffee St
Greenville, SC 29601
864-979-0000
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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.

Metis Wealth Management & Planning

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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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.

Ronald Blue Trust

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

CFP®, CRPC®

VP

Specialties:

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

Creative Financial Strategies

1320 Main St, Ste 700
Columbia, SC 29201
(803) 741-1001

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

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

Joel C. Taliaferro

CFP®

Financial Advisor & Partner

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.

Inkpointe Financial Group, LLC

1320 Main St, Ste 210
Columbia, SC 29201
(803) 403-1157
CONNECT WITH Joel
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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 G. Turner

MSF, CFP®

Certified Financial Planner

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.

My Planning Pro, LLC

109A Pilgrim Road
Greenville, SC 29607
(864) 520-5062
CONNECT WITH David
  • facebook link
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Joshua M. Glenn

CFP®

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

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

460 W Westmark Blvd, sumter
Sumter, SC 29150
(803) 469-7070
CONNECT WITH Joshua
  • facebook link
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Kyra H. Morris

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

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

Morris Financial Concepts

409 Coleman Blvd, Ste 100
Mt Pleasant, SC 29464
(888) 783-2400
(843) 884-6192

Neil A. Brown

CPA/CFP®

Senior Analyst

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.

Burkett Financial Services, LLC

149 Mariners Creek Rd
Lexington, SC 29072
(800) 795-5347
(803) 794-3712