Best Financial Advisors in Greenville, SC

The highest-rated Financial Planning & Wealth Management companies out of 171 vetted & reviewed in the Greenville area.

Milligan Financial Services

Milligan Financial Services

(49)
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!”
Licensed, BBB Rating: A+
Coupons & Offers
Accepts All Major Credit Cards
In Business Since 2018
345 Prado Way Suite A, Greenville, SC
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Trunorth Advisors | Retirement Wealth Management Group

Trunorth Advisors | Retirement Wealth Management Group

(38)
Income Planning, Legacy Planning, Long-Term Care
“Tru North Advisors is here to help me transition from all of the working years and wealth accumulation to holding on to these assets and making them last during the golden years.”
In Business Since 2019
501 River St Suite 101, Greenville, SC
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Big Money Retirement Solutions

Big Money Retirement Solutions

(33)
Sign Up For An Event
“I've been to top golf half dozen times… always a good time … this time with John and big money was the best… just one of the many perks for being a client…thank you big money”
In Business Since 2022
110 N Main St, Greenville, SC
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The Hultquist Firm

The Hultquist Firm

(3)
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.”
Licensed, BBB Rating: A+
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2007
164 Milestone Way Unit 100, Greenville, SC
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Sovereign Financial

Sovereign Financial

(24)
Institutions, Individuals
“From the beginning of my working with them, I was amazed at how much time they took to get to know me, to understand my goals and to gain a sense of my comfort level with various financial options.”
In Business Since 2020
21 Augusta St C, Greenville, SC
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Advanced Planning

Advanced Planning

(2)
Insurance, Business Success Planning, Charitable Giving
“Biblical based principals”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1992
1520 E North St, Greenville, SC
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ASE Wealth Advisors

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...”
Licensed, BBB Rating: A+
In Business Since 2011
131 Falls St, Greenville, SC
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Global View Investment Advisors

Global View Investment Advisors

(5)
Financial Planning, Wealth Management, Retirement Planning
“There have been times when my husband and I may not have understood everything, Matthew and everyone at Global View take time to make sure we understood.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2008
420 E Park Ave Suite 303, Greenville, SC
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Bailley Group Wealth Management

Bailley Group Wealth Management

(25)
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.”
In Business Since 2013
218 Adley Way, Greenville, SC
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Primetrust Advisors

Primetrust Advisors

(9)
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.”
40+ Years Experience
101 College St #1B, Greenville, SC
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Equitable Advisors

Equitable Advisors

(7)
“Mc Gregor, due to a doctor's appointment for me being injured at work, I do appreciate him for having an AXA representative, Ms.”
Transparent Fees & Pricing
In Business Since 1996
141 Traction St, Greenville, SC
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R&R Financial Advisors

R&R Financial Advisors

(1)
“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.”
Licensed, BBB Accredited
In Business Since 2020
108 Frederick St, Greenville, SC
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Swenson & Associates

Swenson & Associates

(2)
“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”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1989
203 W Stone Ave, Greenville, SC
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Mitchell and Kuharsky CPA

Mitchell and Kuharsky CPA

(4)
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.”
Transparent Fees & Pricing
Free Initial Consultation
Offers Financing Options
In Business Since 2002
4A Chick Springs Rd, Greenville, SC
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Rogers Financial Group

Rogers Financial Group

(1)
Tell A Friend
“Experienced, and extremely talented folks that still take the time to listen, research, and just plain care.”
Accepts All Major Credit Cards
Family Business
In Business Since 2004
7 Boyce Ave, Greenville, SC
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Core Advisors

Core Advisors

(9)
  • Finance
“We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us.”
In Business Since 2004
355 S Main St 1st Floor, Greenville, SC
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The Wealth Training Academy

The Wealth Training Academy

(5)
“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.”
Licensed
Transparent Fees & Pricing
In Business Since 2017
201 Roper Creek Dr, Greenville, SC
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Spara

Spara

(1)
Payroll, Business Advisory Services, Financial Planning For Businesses
“We've had some large, time-sensitive requests, and they have consistently delivered on time with great work!”
Offers Financing Options
603 Roper Creek Dr, Greenville, SC
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Chris McCraw CPA PA

Chris McCraw CPA PA

(1)
“Very knowledgeable.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1992
103 Pilgrim Rd, Greenville, SC
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Green Link Funding

Green Link Funding

(4)
Medical Funding Application, Medical Lien Management
“Willing to go the extra mile for both the client and Attorneys.”
In Business Since 2013
416 E North St floor 2, Greenville, SC
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Foster Victor Wealth Advisors

Foster Victor Wealth Advisors

(4)
Comprehensive Planning, Risk Management & Insurance, Additional Services
“Rob, Paul, and the team are absolutely the best.”
In Business Since 2016
10 Toy St Suite 200, Greenville, SC
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Studentproaid.org

Studentproaid.org

(7)
“Very pleased with the assistance given to me, specially with Luis Casella who went beyond my expectations he is in fact truly professional and knowledgeable in providing the help I needed, being able to qualify for loan forgiveness and to consolidate...”
In Business Since 2018
220 N Main St #500, Greenville, SC
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Muncaster Financial Group

Muncaster Financial Group

(1)
Employer Sponsored Retirement Planning, Private Wealth Planning
“Richard and his team do an excellent job and I would highly recommend them.”
Licensed, BBB Accredited
In Business Since 2006
9 Whitsett St, Greenville, SC
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Huddleston & Associates, Ameriprise Financial

Huddleston & Associates, Ameriprise Financial

(1)
“Very informative, intelligent, honest and trustworthy.”
CAS, CDFA, CEP, CEPA, CFP, CFS, CIMA, CKA, CLTC, CMFA, CPA, CPWA, CRC, CTFA Certified
Transparent Fees & Pricing
In Business Since 2005
465 Woodruff Rd, Greenville, SC
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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
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Average Cost $3320
Minimum cost $1107
Maximum cost $9405
Avg Per Hour Rates $332

Average range $2213 to $6085 is based on 401 cost profiles.

Why these companies made our list

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