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Wealthplan Financial Group
“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”
Best Financial Advisors in Rock Hill, SC
24 firms listed · 11 in Rock Hill · 14 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Ferguson Financial
- Retirement
“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.”
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The Wealth Guardians
- Retirement
“They are very professional and always there to guide you though any process you may encounter while dealing with your financial future.”
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King Wealth Partners
- 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.”
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Family Trust Investment Services
“Elverta - handled with care and great experience”
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Matthew J. Rice CPA
- 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.”
The 24 firms listed for Rock Hill, SC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Rock Hill, SC
Of the 24 firms we list here, 11 are in Rock Hill itself and 13 come from Charlotte, NC (8, 21 mi), Mint Hill, NC (4, 29 mi) and Matthews, NC (1, 22 mi). 17 of the firms on this page have a rating, from 3.9 to 5.0 across 101 reviews; 14 are rated 4.5 or higher. The services the firms on this page list most often on their websites are calculators (2), cpa (2) and wealth (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 47 years. 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 16 publish a contact page; 12 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Rock Hill take financial planning bookings online?
2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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H B Financial Resources
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Palmetto Investment Consultants
“Great advice, Great people, always have time for you.”
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Dolan Capital Advisors
“Knowledgeable, honest, and hard-working.”
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BNA Wealth
“This is the ONLY place I would ever trust for financial advice, and they can bet on our business in the future!”
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Gargano Financial Group
“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.”
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Mint Hill Wealth Management
“Highly recommended if you're looking for a wealth team with strong ethics and knowledge!!”
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Burkett Financial Services
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Sinclair Financial Solutions
“Kristin was very knowledgeable and professional when I needed her services.”
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Holland Capital Management
“Chad is responsive; on the front side of market trends and makes sure I understand the value of the services he provides.”
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E.S. Insurance & Financial Services
“Great service, highly recommend!”
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Anderson Griggs Investments
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BNA Cpas & Advisors
- Financial
“Bernie, Jason and the many professionals and staffmembers at BNA are my long-standing choice for both my corporate and personal tax preparation and advisory services.”
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Theproactiveinvestor.com
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W.i.s.e Financial Literacy
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Continuum Capital Advisory
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Alluvial Wealth Management
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Carolina Retirement Solutions
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Richard Freiberg CPA
Why these companies made our list
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