Best Financial Advisors in Irmo, SC

“He and Donna have helped us so much; we do not feel apprehensive in any way sharing any information we can, to help us insure our retirement will be as comfortable as we want it to be.”

“We've been with them about 6 months now and are enjoying the returns.”

“Would highly recommend her services!”

“One stop shopping for all things tax and financial”

“Excellent”

“From investments to insurance, Inkpointe Financial Group guides individuals and families through life's transitions, making sure your voice is heard along the way.”

“Thanks for keeping the door open with the latest upset in helping me with certain law offices buying old credit debits and they are now trying to recoup and recover the money I didn't owe to them that has been written off by the original owner!”

“My Financial Advisor, Joe has done an amazing job of managing my account since I moved my 401K over to Sturkie Wealth Management Group.”

“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.”

“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.”

“We came to them with a antiquated system of 3 different types of software for various aspects of our business that had to be manually updated to keep everything in sync.”

“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.”

“Since getting to know Laura Evans with the Beckett Financial Group I have discovered that she is a very dedicated and trustworthy financial professional.”

“Pat and his team at Preservation Specialists are just that—specialists in knowledge, professionalism, and providing individual care to your personal account.”

“Brian and Mark are careful to listen to their clients so the advice given meaningfully fits the overall plan for each client and his/her specific goals for financial planning and risk tolerance.”

“I would refer any of my clients to Ken and Jay at Cornerstone Financial Management for the pure fact that they are educators at heart and not salesmen.”

“My husband and I are in a better place financially”

“Zach and David have done an incredible job managing my account and also educating me on strategies and the market.”

“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.”

“Been taking care of my retirement for 10 years and does a great job!”

“I had a number of investment accounts, IRA accounts and a couple accounts for my son and nephew that were not performing very well and I felt I wasn't getting the proper guidance.”

“Expensive, but worth it.”