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RBH Business Solutions

(23)

Tax Services, Industries, Estate & Trust Tax Services

“Elliott has been extremely helpful over the past few years, particularly so since our last accountant was in an accident and left us hi and dry on both fed and state returns.”

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Gibbs Financial Firm

(30)

Credit Score
Law
Questions

“I have been trying to get my credit score straight for years, trying to do it on my own ( that didn't work) went to someone I seen on tv again that didn't work so I gave up and didn't think it was really possible, until I was told about Gibbs Financ...”

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Swype Fast

(13)

Services, Programs

“Grant came to my office and went through my current processors invoice line by line with me and let me know where I was losing money and how his company could help me not only save money but save me time as well.”

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PAG Advisory Group

(15)

Knowledge
Retirement
Questions

“William was attentive in listening carefully allowing me to speak without interrupting, empathetic in his understanding of my situation, supportive in wanting to help in any way possible and very knowledgeable in providing extremely helpful advice al...”

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Beckett Financial Group

(14)

Wealth Management, Insurance & Retirement Planning, Financial Planning

“Brandon Hill of Beckett Financial Group saved my wife and me (annually) $482 on our Medicare plan premiums and $1,999 on our prescription plans by helping us in a comparative review---at no cost to us!”

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Preservation Specialists

(13)

Team
Questions
Feel

“We do not know anything about investing our finances, not what to do with the money, not where to put the money or what to do with our 401k and when we should invest so that is why we turned to Preservation Specialists.”

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Milestone Wealth Advisors

(7)

Thrift Savings Plan (Tsp), Small Business Employee Benefits

“Zach helped me transfer all of my retirement accounts from my previous employers and got me set up to prepare for my future as a business owner.”

Featured

Good news for taxpayers this year! The IRS has made some inflation adjustments that could result in bigger tax refunds for many. nnHere's what you need to know:nâªï¸ The IRS has adjusted many of its provisions for inflation, increasing the standard deduction and raising its tax brackets by 7.1%, a historically large adjustment.nâªï¸ If your income didn't keep pace with inflation last year, you could see a larger refund of up to 10% more.nâªï¸ Taxpayers who may see bigger refunds include middle- and lower-income workers. These homeowners tapped into expanded home energy tax credits and low-income families with children due to an expansion of the Earned Income Tax Credit.nâªï¸ However, it's not all good news. Some taxpayers, especially those who took on side gigs last year, could owe more, and Social Security beneficiaries may face higher taxes.nnRemember, understanding your tax situation can help you plan better for the future. Start early, use the resources available, and if you need help, don't hesitate to seek it! #TaxSeason2024 #IRSUpdates...

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E.P. Wayne Financial Group: Ed Peagler

(1)

Investment Management, Group Retirement, Insurance

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

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Burkett Burkett & Burkett CPA PA

(3)

Law Firm

“She walking me through a very difficult chapter of my life, and I'm truly grateful for this firm.”

i

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Doug Jolley Retiring Sharp

(19)

Products & Services

“As a small business owner, it is a challenge to find reliable advice about the coverage you need, how to plan effectively for the future and still be able to afford to protect your business and family today.”

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Jamie Danford, CFP - Accumulus Financial Group

(2)

Brokerage Services, Retirement Planning, Sudden Wealth

“He is a true professional who works diligently to help his clients reach their financial goals.”

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Pendleton Street Business Advisors

(6)

Team

“Whether you're looking for a thorough breakdown of an opportunity or for a sounding board for a potential path forward, Pendleton Street Business Advisors can provide useful insights.”

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Allison Investment Management

(1)

“I highly recommend David Allison to help you with financial planning and accout management.”

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Modern Family Asset Management

(1)

Windfall & Inheritance Advising, Financial Planning, Robo Investing

“He has developed the reputation of an Financial Progessional that truly cares about his clients, and everyone he touches.”

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Efinancial Advisors

(1)

Smart$advice, Retirement Planning, Small Business

“Great with understanding your goals”

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Cornerstone Financial Management - the Templeton Group

(5)

Team

“Ryan Templeton was nothing but helpful and informative when trying to get my finances in order.”

i

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Dyadic Financial Management

(4)

Financial Planning

“Thanks Brad for making the whole process easier to understand and for giving me the confidence and peace of mind I needed, for my family's future.”

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Calmwater Advisors

(2)

“They offer personal service like nobody else I have ever dealt with”

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Cornerstone Financial Management

(12)

“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.”

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Shealy Rice Accounting & Tax Service

(3)

Bookkeeping, Tax Planning, Financial Statements

“I have always filed taxes online, but after starting a new business this got a little to complicated for my liking.”

i

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Wallick Investments

(1)

“Fantastic professionalism, down to earth working relationship.”

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Stidom Financial Advisors

(1)

“Truly personal service.”

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AJ Brooker Financial Associates

(1)

“I was impressed by their customer service and genuine desire to help their clients succeed.”

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Davinci Financial Designs

“At DaVinci Financial Designs, we realize that only once we know you, can we say what would be best for you. We live by the mantra that your values and dreams for the future are more important than what you've achieved thus far.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in West Columbia, SC

The highest-rated Financial Planning & Wealth Management companies out of 197 vetted & reviewed in the West Columbia area.

RBH Business Solutions

Gibbs Financial Firm

Swype Fast

PAG Advisory Group

Beckett Financial Group

Preservation Specialists

Milestone Wealth Advisors

E.P. Wayne Financial Group: Ed Peagler

Burkett Burkett & Burkett CPA PA

Doug Jolley Retiring Sharp

Jamie Danford, CFP - Accumulus Financial Group

Pendleton Street Business Advisors

Allison Investment Management

Modern Family Asset Management

Efinancial Advisors

Cornerstone Financial Management - the Templeton Group

Dyadic Financial Management

Calmwater Advisors

Cornerstone Financial Management

Shealy Rice Accounting & Tax Service

Wallick Investments

Stidom Financial Advisors

AJ Brooker Financial Associates

Davinci Financial Designs

Retirement Planning and Investment Management Services in West Columbia, SC Cost Estimates

Why these companies made our list

Wealth Management Advisors near West Columbia

Popular in West Columbia