Best Financial Advisors in Rock Hill, SC

“John Paul Duncan provides the personal touch and expertise you deserve in a financial planner.”

“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”

“We feel we are off to a good start and felt very comfortable sharing our review right after our first meeting with him and as we look forward to a long business relationship with him.”

“What he also does is educates his clients on options and choices available to them so that they are making the best decisions for their personal needs.”

“Bernie, Jason and the many professionals and staffmembers at BNA are my long-standing choice for both my corporate and personal tax preparation and advisory services.”

“He's been helpful at navigating complex investment options as well as making sure my family was adequately insured so we were prepared the the unknown.”

“Ken was referred to me a couple years ago from a friend of mine after receiving some incorrect guidance from another accountant that had my new business starting off on the wrong foot.”

“You get a dedicated accounting team. Start with the foundation of online bookkeeping services and add-ons that take the tactical and day-to-day items off your plate. Use us to comply with federal and state income tax. For accrual accounting and more ...”

“Great insights into the best approach to set up accounting / books in our small business; Adam ensures that we understand pros/cons to make decisions and do things the right way!”

“Great advice, Great people, always have time for you.”

“They deliver value by providing financial insight to their clients about how they can improve their effectiveness and profitability.”

“Highly recommended if you're looking for a wealth team with strong ethics and knowledge!!”

“Our investment management service is designed to provide a consistent stable return over your lifetime. We do not strive to beat the market necessarily but rather design, monitor and manage your portfolio based on your personal attitude and comfort l...”

“Michael is a Chartered Financial Analyst®, a member of the Financial Planning Association (FPA), and holds a Series 65 License. He earned his Bachelor of Science in Business Administration with a concentration in Finance from the Georgia Institute of...”

“After working in the banking industry for over 10 years, I noticed a gap between credit utilization and financial literacy. So I decided to mix my banking experiences and the knowledge obtain from the National Financial Education council, and give wo...”