Lexington, SC

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Lexington, SC
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Best Financial Advisors in Lexington, SC

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Lexington area.

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The Sturkie Wealth Management Group

The Sturkie Wealth Management Group

(28)
Estate Planning, Financial Planning For Business Owners, Investment Planning
“With their professionalism and knowledge results in a truly satisfying experience”
In Business Since 2018
1315 N Lake Dr, Lexington, SC 29072
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Rish & Enzastiga, Cpas

Rish & Enzastiga, Cpas

(22)
  • Accountant
  • Business Tax
  • Team
“I have been a loyal customer for years, and I have always felt that David, Kim, and the whole staff have always done an exceptional job taking care of my tax needs.”
Offers Financing Options
Transparent Fees & Pricing
Accepts Check, Insurance, Debit
In Business Since 1986
215 W Main St, Lexington, SC 29072
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Dooley & Company

Dooley & Company

(22)
Group, Group, Specialty Services
“Rod is currently working to help us set up a new 501(c)3 and our leaders greatly appreciate his leadership and guidance through what can be a difficult process.”
In Business Since 2002
330 W Main St, Lexington, SC 29072
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Limehouse Financial

Limehouse Financial

(31)
Service Area, Services
“I realized based on the information he shared that with retirement looming in the near future, I needed a Financial Advisor to help me build a Retirement Roadmap.”
In Business Since 2019
140 Whiteford Way, Lexington, SC 29072
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Cola Wealth Advisors-Lexington SC

Cola Wealth Advisors-Lexington SC

(17)
Company Plan Specializations, Retirement Planning, Financial Advisors
“They give so much time and energy to charitable organizations and as a member of the Three Rivers Region of the Porsche Club of America, their support has been instrumental in our efforts to raise money for Camp Kemo.”
In Business Since 2019
4580 Sunset Blvd, Lexington, SC
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Newsome & Company

Newsome & Company

(9)
“Attentive and friendly - they were willing to help me with my questions over the phone even though I'm not a client yet!”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
Free Initial Consultation
111 A Library Hill Ln, Lexington, SC 29072
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Crescent Financial Group

Crescent Financial Group

(11)
Financial Planning, Investment Planning, Ira Services
“Reliable, trustworthy, and extremely knowledgeable.”
Accepts Cash
416 W Main St, Lexington, SC 29072
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CMC Wealth Management

CMC Wealth Management

(1)
“If you don't already have someone helping you plan for your financial future, give him a call!”
In Business Since 2020
955 E Main St Suite R, Lexington, SC
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Core Advisors

Core Advisors

Tax Services, Business Services, Services For Individuals
“We know dentistry and understand what you deal with on a daily basis. With our deep and specialized understanding we can save you countless hours and manage all the complex items affecting you and your practice. The result - we help you accelerate ac...”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
510 Lexington Ave Suite 101, Chapin, SC 29036
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Wealth Creations

Wealth Creations

(8)
“I have been doing business with my Financial Advisor Comilla Mays for years and I can tell you that I wouldn't trust anyone else to responsibly handle my money.”
141 Riverchase Way, Lexington, SC
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American Financial-Lexington

American Financial-Lexington

(4)
“Please, if a representative from this company sees this, contact Pam or Donna at ALM Hyundai in Florence, SC so that we can please get the title from the DMV.”
100 Ellis Ave # C, Lexington, SC 29072
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Frank Douglass, CPA CFP

Frank Douglass, CPA CFP

(3)
“Frank (owner and CPA with decades of experience) was the only one to reply and went out of his way to help me (I'm not even his client yet); and he did it the day before a holiday.”
123 Library Hill Ln STE B, Lexington, SC 29072
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Caldwell

Caldwell

(1)
“They are the Best Trust and Estate Planning Professionals in Lexington.”
220 E Main St, Lexington, SC 29072
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David Wealth Management Group

David Wealth Management Group

Financial Planner
“As a multigenerational family team, the David Wealth Management Group pledges to remain a constant in your life. Our team is committed to the same set of principles, along with a disciplined process and our above & beyond client service model designe...”
In Business Since 2017
801 N Lake Dr Suite 200, Lexington, SC 29072
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Gibbs Financial Firm

Gibbs Financial Firm

(30)
  • Law
  • Questions
  • Credit Score
“She is very knowledgeable and I thank her for taking the time to hear my situation, to understand my goals and then creating a personalized plan to help me reach my goals!”
In Business Since 2023
1320 Main St, Columbia, SC
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Swype Fast

Swype Fast

(13)
Programs, Services
“The one time I had a problem with my equipment, they were on the scene in minutes, making sure that I could continue to run my business without interference.”
Coupons & Offers
In Business Since 2017
649b Rosewood Dr, Columbia, SC
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Beckett Financial Group

Beckett Financial Group

(14)
Insurance & Retirement Planning, Financial Planning, Wealth Management
“Since getting to know Laura Evans with the Beckett Financial Group I have discovered that she is a very dedicated and trustworthy financial professional.”
Licensed
In Business Since 2016
825 Meeting St, West Columbia, SC
Featured

Living like a college student while you are in college is key to keeping your spending under control and can make higher education more affordable. It also can reduce the amount of money you have to borrow to pay college-related costs. Developing good financial habits while in school can help you achieve the kind of lifestyle you want after you graduate. While a college degree can lead to a higher salary, it is best not to spend money while you are in school as if you have already landed a great paying job.

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Preservation Specialists

Preservation Specialists

(13)
  • Income
  • Questions
  • Feel
“They have always been honest with me, and take the time to answer all my questions and even when they have to do it more than once I am treated with respect.”
In Business Since 2004
700 Saturn Pkwy, Columbia, SC
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Structure Financial Group

Structure Financial Group

(12)
“Their services and areas of expertise are much more broad than those of their competitors, which means you can have complete financial and estate planning all under one roof.”
In Business Since 2018
250 Berryhill Rd #202, Columbia, SC
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Milestone Wealth Advisors

Milestone Wealth Advisors

(7)
Small Business Employee Benefits, Thrift Savings Plan (Tsp)
“They are a team of professionals that make you feel good about your future when it comes to financial planning!”
In Business Since 1987
3321 Forest Dr Suite 7, Columbia, SC
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Sides Financial Strategies

Sides Financial Strategies

(1)
For Business Owners, For Individuals & Families
“Very knowledgeable people who care about their customers!!!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2006
Serving Lexington Area
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E.P. Wayne Financial Group: Ed Peagler

E.P. Wayne Financial Group: Ed Peagler

(1)
Insurance, Group Retirement, Planning Strategies
“My husband and I are in a better place financially”
Transparent Fees & Pricing
In Business Since 2017
17 Calendar Ct #4, Columbia, SC
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Doug Jolley Retiring Sharp

Doug Jolley Retiring Sharp

(19)
Products & Services
“After learning so much from Doug I am now excited to be researching and learning where I stand and what I need to do to best position myself in retirement.”
Serving Lexington Area
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Burkett Burkett & Burkett CPA PA

Burkett Burkett & Burkett CPA PA

(3)
  • Law Firm
“Expensive, but worth it.”
Transparent Fees & Pricing
In Business Since 2012
Serving Lexington Area
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Retirement Planning and Investment Management Services in Lexington, SC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 397 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 397 cost profiles.

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Wealth Management Advisors near Lexington

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