Gibbs Financial Firm
“Working with GFF was extremely helpful and I was able to learn how to better manage my money and purchase my first home.”
Best Financial Advisors near West Columbia, SC
We have 5 firms in West Columbia on file. Only the highest-rated make our list: 2 of them made it, along with 13 from Columbia (11 mi).
14 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Beckett Financial Group
“Laura Evans is very knowledgeable, and super helpful with all my financial needs!”
Preservation Specialists
“I am now benefitting from the wise counsel and fund management that Patrick and his team have provided.”
Burkett Burkett & Burkett CPA PA
“They are extremely helpful for whatever your level of finances!”
Pendleton Street Business Advisors
“They were able to grasp our business processes quickly and were able to offer good advice and help us see things that we did not notice in our business model.”
Cornerstone Financial Management - the Templeton Group
“They are an intelligent team and do what is best for their clients.”
The 15 firms listed for West Columbia, 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: West Columbia, SC
The 15 firms on this page are rated from 4.3 to 5.0 across 107 reviews; 14 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (2), insurance (2), retirement planning (2) and wealth management (2). 2 show a license on their websites. 11 have ten or more years of experience, the longest 30 years. 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 11 list a public email and 1 takes 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.
Why are financial advisers outside West Columbia listed here?
2 of the 15 firms are located in West Columbia. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Allison Investment Management
“I highly recommend David Allison to help you with financial planning and accout management.”
Efinancial Advisors
Modern Family Asset Management
“He has developed the reputation of an Financial Progessional that truly cares about his clients, and everyone he touches.”
Cornerstone Financial Management
“Opened up a college account for my granddaughter and very helpful obtaining money in time for college.”
Calmwater Advisors
“They offer personal service like nobody else I have ever dealt with”
AJ Brooker Financial Associates
“I was impressed by their customer service and genuine desire to help their clients succeed.”
Wallick Investments
“Fantastic professionalism, down to earth working relationship.”
CCM Investment Advisers Llc
Consolidated Planning
Why these companies made our list
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