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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

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) 571-4470

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

James D. Mitchell

CFP®

Investment Consultant

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

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

Raymond James

3505 Pelham Rd, Ste B
Greenville, SC 29615-4154
(864) 421-3817

Ronald R. Niclas

CFP®, CWS, EA

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

Financial Advisor serving South Carolina and the surrounding communities.

RCN Wealth Management

8 Princeton Circle
Hilton Head, SC 29928
(843) 715-4008
CONNECT WITH Ronald
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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

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

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

5140 Furman Avenue
Forest Acres, SC 29206
(803) 403-1160
CONNECT WITH James
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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

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

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

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

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

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

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

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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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
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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
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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.

Wells Fargo Advisors

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

William J. Coscioni

CFP®, CPA

President

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

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

WealthCare / Financial Planners, LLC

910 Dougherty Rd
Aiken, SC 29803
(803) 644-0701
CONNECT WITH William
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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

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

625 Church St
Georgetown, SC 29440-3611
(843) 485-4371

Delton O. Bailey, Jr.

CFP®

Member

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

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

Bailey & Associates Investment Management and Financial Planning LLC

1122 Lady St, Ste 605
Columbia, SC 29201
(803) 799-6850

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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Elizabeth Jeter Hrubala

CFP®, CRPC®, CDFA®

President

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

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

Jeter Hrubala Wealth Strategies

101 W. St. John Street, Suite 207
Spartanburg, SC 29306
(864) 764-1789
CONNECT WITH Elizabeth
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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
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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
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