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Equitable Advisors
- Retirement
“Mc Gregor, due to a doctor's appointment for me being injured at work, I do appreciate him for having an AXA representative, Ms.”
Best Financial Advisors in Greenville, SC
Handpicked from 171 vetted & reviewed Financial Planning & Wealth Management firms in the Greenville area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Milligan Financial Services
Book Keeping, Sales Tax Preparation, Accounting
“Assuming that the return is filed and everything goes smoothly with regards to my 2017 taxes, I will say for now that my experience with Milligan Financial Services was great and I will be working with them in the future!”
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Big Money Retirement Solutions
Sign Up For An Event
“Thank you Big Money Management for helping me grow my money into and through retirement, for your honesty and expertise, and most of all for being a company led by a person with principles.”
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Trunorth Advisors | Retirement Wealth Management Group
Income Planning, Legacy Planning, Long-Term Care
“Matt and various members of the team have worked with me and my wife, Lisa and provided knowledge and expertise in answering all of our questions and that allows us to feel very comfortable with Tru North.”
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Sovereign Private Wealth
- Goals
- Resources
- Faith
“Having Will's advice and knowledgeable support as we get our finances in order has been invaluable and knowing our investments are going to be aligning with our values and biblical worldview is such a unique gift!”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.9 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Advanced Planning
Insurance, Business Success Planning, Charitable Giving
“Biblical based principals”
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The Hultquist Firm
Fractional CFO Services, Tax Strategy & Planning, Tax Return Preparation
“In addition to preparing our yearly taxes, he also works with us to create a tax plan to forecast what we will owe, and suggest some options that may reduce the amount we pay in the coming year.”
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Bailley Group Wealth Management
Income/Social Security Planning, Charitable Giving, Portfolio Analysis
“I have attended 3 of Higgins and Bailley dinner seminars with my family and friends to give them a chance to met Paul and David and let Higgins and Bailley give them the piece of mind that their financial future, was in good hands.”
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Phillip Allen
Financial Advisor and Steward
“This company has helped us in retirement to increase our income as well as save the principle all while limiting the risk!”
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ASE Wealth Advisors
Investments, Financial Planning
“We are ASE Private Wealth TM an independent financial firm in Greenville, SC. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, we are n...”
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Primetrust Advisors
Individuals, Institutions
“I would recommend Prime Trust to anyone who is looking for a reliable and honest financial advisor who is looking out for your best interest not theirs.”
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Muncaster Financial Group
Employer Sponsored Retirement Planning, Private Wealth Planning
“It is a position that not only requires expertise and deep knowledge of financial markets and investments, but one that demands a significant amount of trust.”
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Ken Presley & Associates
- Tax Prep
- Questions
“He's timely, patient, and accessible throughout the year when it comes to filling out tax documents during job or life transitions.”
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Woodmark Wealth Management
Ethical Investing, Tax Analysis, Fees & Services
“Can always rely on Woodmark for quality, level-headed advise.”
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R&R Financial Advisors
“With their experience in tax planning, and their partnership with Stokes, they're well qualified to help with anything from a basic investment plan to an advanced estate plan.”
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Swenson & Associates
“It seems no matter what is going on in my case, they have relevant advice which is especially great because in some cases, I didn't even know the questions to ask”
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Spara
Payroll, Business Advisory Services, Financial Planning For Businesses
“We launched our music studio and media business in 2020 and Spara has been with us every step of the way, laying a rock-solid operational foundation for growth.”
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The Wealth Training Academy
- Mind
- Retirement
- One Place
“The Wealth Training Academy Team has been doing an excellent job helping me with all my financial needs, retirement planning, estate planning, taxes for many years.”
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Mitchell and Kuharsky CPA
Tax Relief, Industries, Services For Individuals
“They've been especially helpful to me since my parents passed away, helping me to sort through their financial affairs.”
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Chris McCraw CPA PA
“Very knowledgeable.”
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Core Advisors
- Investing
- Communicate
- Finance
“We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us.”
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Rogers Financial Group
Tell A Friend
“Experienced, and extremely talented folks that still take the time to listen, research, and just plain care.”
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Foster Victor Wealth Advisors
Comprehensive Planning, Risk Management & Insurance, Additional Services
“Very thorough and trustworthy financial advisors.”
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Green Link Funding
Medical Funding Application, Medical Lien Management
“Willing to go the extra mile for both the client and Attorneys.”
Retirement Planning and Investment Management Services in Greenville, SC Cost Estimates
Minimum cost
$1107
Maximum cost
$9405
National Average
$3320
Avg Per Hour Rates
$332
$2213
$6085
Average price range is based on
401 cost profiles
Why these companies made our list
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