Riverbend Wealth Management
Jeremy Finger, our Founder, is a Certified Financial Planner (CFP) and has is Certified Investment Management Analyst certification (CIMA) from the Wharton School of Business. He has been featured on WMBF News and many newspapers, and is a speaker at many local civic clubs. After working with a couple of the large brokerage firms for over 20 years, Jeremy decided he wanted to launch a firm that would focus on clients first and foremost. He chose the name Riverbend as an homage to the many times he and his dad fished in South Carolina rivers, and because it evokes the peace of mind he desires for everyone he works with.
Official Website
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- Financial Planning
- Education Planning
- Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
- Exit Planning
- Other Planning
- Pricing
Sentiment Analysis
This team is honest and conduct business built on integrity and a high level of customer service.
Their professionalism with seeing the signs of someone trying to take advantage of my elderly mom saved her from making a huge financial mistake.
And although Riverbend is a small firm, we are very impressed with their ability to provide services comparable to a large firm through industry partnerships and the use of cutting edge financial planning tools.
Gave us some great short-term and long-term advice on retirement planning.
Jeremy Finger took the time to listen to our concerns regarding our financial portfolio & how we might better protect our investments through this uneven financial climate.
I am very thankful for his assistance and look forward to following up with him on his recommendations.
I wish to thank Jeremy and his team, including Paul and Roxanne, for the kind, helpful, courteous service they provided my widowed sister recently, Highly recommend this firm.
I requested a consultation, and Dan Johnson provided a comprehensive overview of my financial situation, and provided simple strategies to manage my assets and plan for the future.
I attended Riverbend's seminar on taxes and IR As, and have nothing but praise for the openness, honesty and value of the information that was presented.
Jeremy was extremely helpful explaining my debts and creating a plan going forward.
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