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
- Other Planning
- Pricing
Sentiment Analysis
Not only was Jeremy genuinely interested in my situation he was able to give me a totally new perspective on my business and investments.
Jeremy was extremely helpful explaining my debts and creating a plan going forward.
I reached out to Jeremy for a check-up on my and my wife's financial plan.
Do yourself a favor and setup an appointment with Jeremy Finger you will not be disappointed.
They not only bring extensive experience as your guide, but they serve you like you’re the only client they have.
I was not certain at the time that we needed a financial advisor, but after my first meeting with Jeremy, it was clear everyone could benefit from working with a financial advisor.
I find Jeremy to be a wealth of information and feel confident that our finances are in good hands.
Jeremy made us feel very comfortable from the beginning of the process.
I took the webinar with Jeremy and had a consultation for a second opinion about choices with my finances.
Even though, I have to get some of my other financial items resolved before I can start saving for retirement and cannot use this company at this point, it did not stop Jeremy from giving me some excellent advice.
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