Best Financial Advisors in West Columbia, SC

“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...”

“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.”

“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.”

“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!”

“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.”

“How refreshing it is to meet financial planners who refuse to give advice or make recommendations until they know all the facts: your worries, your wants, your needs, your current situation, your tolerance to risk and more.”

“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 has lots of information to share so one can learn about budgeting, planning, saving, or whatever you have questions for.”

“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.”

“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.”

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

“They are extremely helpful for whatever your level of finances!”

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

“Great with understanding your goals”

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

“Excellent service, nice people.”

“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.”

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

“She was patience with me as I lack knowledge in this field and gave me a better picture of my current financial foundation and provided sound strategy on how to reach my financial goals.”