Best Financial Advisors in Rock Hill, SC

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Rock Hill area.

Pitters Accounting & Tax Professionals

Pitters Accounting & Tax Professionals

(50)
  • Knowledge
  • Right
  • State
“They take the time to go over everything with you, answer all questions with a smile, knowledgeable and always seek to ensure that you leave satisfied in knowing that you tax was done right.”
Transparent Fees & Pricing
In Business Since 2021
331 E Main St #200, Rock Hill, SC
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Steven L. Gargano, CPA

Steven L. Gargano, CPA

(27)
Payroll Services, Small Business Accounting, Wealth Management
“We feel we are off to a good start and felt very comfortable sharing our review right after our first meeting with him and as we look forward to a long business relationship with him.”
Accepts All Major Credit Cards
In Business Since 2016
Serving Rock Hill Area
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Wealthplan Financial Group

Wealthplan Financial Group

(1)
Affiliated Firms, Financial Advisors & Representatives
“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”
Licensed, BBB Rating: A+
In Business Since 1980
15720 Brixham Hill Ave #575, Charlotte, NC
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Ferguson Financial

Ferguson Financial

(6)
Flipbooks, Tax Library, Newsletters
“He really took the time to understand exactly where I was at financially and where I personally want to be moving forward to set myself up for the best and easiest retirement.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2012
334 Oakland Ave, Rock Hill, SC
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The Wealth Guardians

The Wealth Guardians

(11)
Custom Retirement Paycheck Plan
“They are very professional and always there to guide you though any process you may encounter while dealing with your financial future.”
Remote Consultations Available
In Business Since 2010
15720 Brixham Hill Ave #300, Charlotte, NC
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King Wealth Partners

King Wealth Partners

(12)
  • Financial Advisor
  • Understand
  • Goals
“He's been helpful at navigating complex investment options as well as making sure my family was adequately insured so we were prepared the the unknown.”
In Business Since 2016
744 Arden Ln STE 175, Rock Hill, SC
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The Potter Law Firm

The Potter Law Firm

(13)
Estate and Gift Tax Figures, Incapacity Planning, Legacy Planning
“On a recent personal situation, John used his resources to connect me with a wonderful advisor who has similarly guided us to a virtual conclusion of the problem.”
Family Business
Accepts Check
In Business Since 2017
15720 Brixham Hill Ave # 300, Charlotte, NC
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Welch CPA

Welch CPA

(8)
  • Questions
“Ken was referred to me a couple years ago from a friend of mine after receiving some incorrect guidance from another accountant that had my new business starting off on the wrong foot.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2017
Serving Rock Hill Area
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Family Trust Investment Services

Family Trust Investment Services

(8)
Security & ID Theft Protection, Calculators, Family Trust Blog
“Elverta - handled with care and great experience”
Coupons & Offers
Transparent Fees & Pricing
In Business Since 1996
1615 Progress Way, Rock Hill, SC
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Freedom Gold USA

Freedom Gold USA

(14)
  • Understanding
  • Company
  • Cash
“They did not have me waiting long they got straight to the point”
Free Initial Consultation
In Business Since 2024
331 E Main St #200, Rock Hill, SC
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Short Financial Group

Short Financial Group

(7)
Payroll Tax Filings, Accounting Consulting, Bookkeeping
“Great insights into the best approach to set up accounting / books in our small business; Adam ensures that we understand pros/cons to make decisions and do things the right way!”
Accepts All Major Credit Cards
In Business Since 2016
417 E Black St Suite 4, Rock Hill, SC
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Matthew J. Rice CPA

Matthew J. Rice CPA

(5)
  • Financial
“I had a very unusual tax situation and I called every CPA in lincolnton, nc and no one wanted to deal with my issue, then I started calling CPA'S in charlotte, nc.”
In Business Since 2010
15720 Brixham Hill Ave #300, Charlotte, NC
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H B Financial Resources

H B Financial Resources

Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1982
Serving Rock Hill Area
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Palmetto Investment Consultants

Palmetto Investment Consultants

(3)
Retirement Planning, Estate Planning, Asset Management
“Great advice, Great people, always have time for you.”
Accepts All Major Credit Cards
In Business Since 2010
305 Oakland Ave, Rock Hill, SC
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Dolan Capital Advisors

Dolan Capital Advisors

(2)
“Knowledgeable, honest, and hard-working.”
In Business Since 2015
15720 Brixham Hill Ave #300, Charlotte, NC
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Executive Accounting Solutions

Executive Accounting Solutions

(1)
“They deliver value by providing financial insight to their clients about how they can improve their effectiveness and profitability.”
In Business Since 2009
661 Waterford Glen Way, Rock Hill, SC
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Lancaster & Hall

Lancaster & Hall

“After years of personal and professional experience, we founded Lancaster & Hall to be your trusted back office, providing you with the clarity, projections, and strategic structure and guidance you need to exceed your business goals.”
In Business Since 2018
15720 Brixham Hill Ave #300, Charlotte, NC
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Gargano Financial Group

Gargano Financial Group

(5)
“What he also does is educates his clients on options and choices available to them so that they are making the best decisions for their personal needs.”
In Business Since 2003
Serving Rock Hill Area
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BNA Wealth

BNA Wealth

(1)
Wealth, CPA
“This is the ONLY place I would ever trust for financial advice, and they can bet on our business in the future!”
Transparent Fees & Pricing
In Business Since 1997
596 Herrons Ferry Road #300, Rock Hill, SC
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Mint Hill Wealth Management

Mint Hill Wealth Management

(1)
Creating Wealth, How We Help
“Highly recommended if you're looking for a wealth team with strong ethics and knowledge!!”
In Business Since 2019
Serving Rock Hill Area
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Burkett Financial Services

Burkett Financial Services

Education Planning, Retirement Planning, Estate Planning
“Burkett Financial Services is a comprehensive, financial-planning firm. We work with you and other advisors you may have to develop a plan to reach your goals. We provide advice and implementation of such on investments, income tax, estate planning, ...”
In Business Since 2000
128 E Main St Suite 101, Rock Hill, SC
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Holland Capital Management

Holland Capital Management

(2)
“Chad is responsive; on the front side of market trends and makes sure I understand the value of the services he provides.”
In Business Since 2019
15720 Brixham Hill Ave #300, Charlotte, NC
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Sinclair Financial Solutions

Sinclair Financial Solutions

(2)
“Kristin was very knowledgeable and professional when I needed her services.”
NRDS #554027312
In Business Since 2022
331 E Main St #200, Rock Hill, SC
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E.S. Insurance & Financial Services

E.S. Insurance & Financial Services

(1)
“Great service, highly recommend!”
In Business Since 2022
2025 Ebenezer Rd M3, Rock Hill, SC
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Retirement Planning and Investment Management Services in Rock Hill, SC Cost Estimates

Minimum cost
$1118
Maximum cost
$9496
National Average
$3352
Avg Per Hour Rates
$336
$2235
$6145
Typical price range is based on 316 cost profiles
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Average Cost $3352
Minimum cost $1118
Maximum cost $9496
Avg Per Hour Rates $336

Typical range $2235 to $6145 is based on 316 cost profiles.

Why these companies made our list

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