Best Financial Advisors in Lexington, SC

“Vish and Susan at Milligan Financial Services have been an immense help to me and my small business needs with accounting and tax preparation since 2016.”

“I know they work hard and make things get done right; even when they might have a lot of tax returns, they will see it to be done in the most timely manner possible.”

“Jonathan is great and he makes it a point to make sure we understand the investments he suggests bhesbvery informative and we are glad to be a part of the team.”

“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.”

“We attended a seminar with Eric and Jennifer and were impressed with the quality of education, the professionalism and the overall service they provide.”

“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.”

“Biblical based principals”

“This company has helped us in retirement to increase our income as well as save the principle all while limiting the risk!”

“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...”

“He explained things to my parents in simple terms so that they understood what he was preparing for them Positive Responsiveness, Quality, Professionalism, Value”

“Excellent, intelligent, and Employees want to help others.”

“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.”

“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.”

“Jon was more than informative and we covered so much more than i imagined in a virtual conference.”

“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”

“I liked the Certified Financial Planner designation!”

“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.”

“Amanda walked us through every detail we needed to know about our insurance as first time homebuyers, and we couldn't have been happier with the level of service and expertise.”

“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.”