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Angel Oak Accounting

(25)

Business Services, Services For Quickbooks, Tax Services

“Their experience in this space has been a tremendous asset to my business by reducing costs and providing high level reporting and consulting on all areas of spend.”

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Hollifield Financial Group

(11)

401k
Financial Advisor

“I lost my job and had no idea what to do with my old 401k and he took extra time to explain every part of the process to getting set up in a much better account.”

FAQs

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally and ethically bound to act in the best interests of their clients. This means providing unbiased advice and making recommendations that best suit your financial needs and goals.

How often will we meet to review my financial plan?

We typically recommend meeting at least annually to review your financial plan and make any necessary adjustments. However, we are always available for additional meetings if there are significant changes in your financial situation or if you have specific concerns.

What makes Hollifield Financial Group different from other financial advisory firms?

At Hollifield Financial Group, we prioritize a client-first approach, ensuring that your interests are always at the forefront. Our fiduciary commitment, combined with personalized service and deep local knowledge, sets us apart.

How does Hollifield Financial Group get paid?

As fiduciary advisors, we operate on a fee-only basis. This means we do not earn commissions on the products we recommend, ensuring that our advice is always in your best interest.

Get the answers to more questions on the FAQ page on our website.

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Retire Wise

(2)

Life Insurance Needs, Medicare and Long-Term Care Services, RMD Assistance

“We are very happy with all Christa has done to secure great health insurance and an excellent annuity for our retirement.”

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Cornerstone Financial Strategies

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Consolidated Planning

(5)

“Jimmy Lewis is a consummate professional and will walk you step-by-step through your finances and help you create a sustainable wealth-building plan for retirement.”

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Compass Investment Advisors

(3)

High Net Worth Clients, Investment Planning, Tax Management

“With that being said I sat down with Michael Hakimi today and he helped me realize that mountain that is in front of me has a path to walk and good people to assist you on your hike.”

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Asset Integration Consultants

Retirement Planning, Cash Flow Management, Wealth Management

“Charting The Voyage – Too often, people set sail on their financial journey by charting their course with their investment account. At Asset Integration Consultants, we believe in first getting a clear bearing on your current position and your ultima...”

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Elite Wealth Management

“*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner, or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may s...”

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Voyage Financial Partners

“Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insuran...”

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Koebel Investment & Financial

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Breakthrough Financial Solutions

(15)

Services For Individuals, Tax Services, Business Services

“We switched to Breakthrough Financial Solutions to help with our bookkeeping, taxes, payroll, etc for our small business and could not be happier, making the switch has been a night and day experience for us.”

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Rogers Tax Advisory Group

(15)

Retirement, Tax Free Investments, Income Planning

“Have been a customer for 3 years and Jerry has been very knowledgeable and professional, we recommended them to neighbors and everyone has been very pleased with the service received at Roger's Tax Advisory Group.”

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Line Upon Line

(1)

Quickbooks Services, Tax Resolutions, Services For Individuals

“I have also been amazed by the knowledge possessed from an EA who worked for the IRS , who now uses that expertise for the betterment of all taxpayers.”

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PGI Financial Services

(13)

Questions
Team
Knowledge

“I have been a client for 13+ years and cannot say enough about Paul and his team managing my financials / taxes to get me in a position of where I am totally financially independent for the rest of my life!”

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Warren Capital Group

(11)

Financial
Confidence
Market

“This newsletter offers a comprehensive overview of the investment landscape, providing clients with valuable insights and contributing to an enhanced sense of peace of mind.”

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Melissa Koester

(9)

“She works side by side with you on all your credit needs and plans regular meetings with you.”

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Cove Financial Solutions

(2)

Weekly Market Commentary, Weekly Newsletter, Educational Videos

“I've worked with a number of these advisors and Caleb Thompson is one of the best.”

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Complete Tax & Financial Services

(1)

Partnerships, Non-Profits, Payroll

“Quick and easy consulting and tax preparation.”

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Mainsheet Financial Solutions

(1)

Software and Technology Services, Bookkeeping, Accounting, Tax, Business and Owner Income Tax

“Been with them for years the best”

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Riser Gibbons & Carpenter

(3)

“At our initial meeting, Tyler thoughtfully answered my questions (which were somewhat complex to me given a recent divorce and rental property), and he has done a great job preparing my annual returns since then.”

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Increasing H.o.p.e Financial Training Center

(2)

“Increasing Hope Financial Training Center is a stable in the community and very much needed I cannot say enough on how the center has been such an valuable Asset to me personally and my growth as an Female Entrepreneur.”

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Scott Cracraft - Raymond James

(1)

“Top notch!”

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Hawthorne Global Aviation Services

(1)

“Hawthorn Corporation is a very professional corporation for which I have experienced first hand how professional the Hawthorn Corporation really is.”

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Alex Opoulos - Raymond James

“Intensely curious about economics, geopolitics, and design, a self-described “math geek,” adoring husband and Dad, he begins each day in meditation, a centering practice of presence, acceptance, and gratitude. In Alex's career, as in his life, “famil...”

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Average Cost	$3106
Minimum cost	$1036
Maximum cost	$8798
Avg Per Hour Rates	$311

Best Financial Advisors in Summerville, SC

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Summerville area.

Angel Oak Accounting

Hollifield Financial Group

Retire Wise

Cornerstone Financial Strategies

Consolidated Planning

Compass Investment Advisors

Asset Integration Consultants

Elite Wealth Management

Voyage Financial Partners

Koebel Investment & Financial

Breakthrough Financial Solutions

Rogers Tax Advisory Group

Line Upon Line

PGI Financial Services

Warren Capital Group

Melissa Koester

Cove Financial Solutions

Complete Tax & Financial Services

Mainsheet Financial Solutions

Riser Gibbons & Carpenter

Increasing H.o.p.e Financial Training Center

Scott Cracraft - Raymond James

Hawthorne Global Aviation Services

Alex Opoulos - Raymond James

Retirement Planning and Investment Management Services in Summerville, SC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Summerville

Popular in Summerville