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

RBH Business Solutions

(22)
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.”
In Business Since 2007
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
10171 Two Notch Rd, Columbia, SC
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Gibbs Financial Firm

Gibbs Financial Firm

(29)
  • Credit Score
  • 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...”
In Business Since 2023
1320 Main St, Columbia, SC
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Swype Fast

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.”
In Business Since 2017
Coupons & Offers
649b Rosewood Dr, Columbia, SC
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Principle Advisory Group

Principle Advisory Group

(15)
  • Knowledge
“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...”
In Business Since 2013
Free Initial Consultation
14 Office Park Ct, Columbia, SC
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Doug Jolley Retiring Sharp

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.”
Serving West Columbia Area
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Beckett Financial Group

Beckett Financial Group

(12)
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!”
In Business Since 2016
Licensed
825 Meeting St, West Columbia, SC
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Preservation Specialists

Preservation Specialists

(13)
  • Team
  • Feel
  • Retirement
“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.”
In Business Since 2004
700 Saturn Pkwy, Columbia, SC
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Structure Financial Group

Structure Financial Group

(12)
“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.”
In Business Since 2018
250 Berryhill Rd #202, Columbia, SC
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Cornerstone Financial Management

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.”
In Business Since 2014
CMFC Certified
2000 Center Point Rd, Columbia, SC
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E.P. Wayne Financial Group: Ed Peagler

E.P. Wayne Financial Group: Ed Peagler

(1)
Investment Management, Group Retirement, Insurance
“My husband and I are in a better place financially”
In Business Since 2017
Transparent Fees & Pricing
17 Calendar Ct #4, Columbia, SC
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Milestone Wealth Advisors / David Grookett & Zach Coggins

Milestone Wealth Advisors / David Grookett & Zach Coggins

(4)
Thrift Savings Plan (Tsp), Small Business Employee Benefits
“Zach has lots of information to share so one can learn about budgeting, planning, saving, or whatever you have questions for.”
In Business Since 1985
7715 Claudia Dr, Columbia, SC
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Cornerstone Financial Management - the Templeton Group

Cornerstone Financial Management - the Templeton Group

(6)
“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.”
In Business Since 2018
2000 Center Point Rd Suite 2220, Columbia, SC
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Pendleton Street Business Advisors

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.”
In Business Since 2013
1100 Shirley St, Columbia, SC
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Jamie Danford, CFP - Accumulus Financial Group

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.”
In Business Since 2018
5140 Furman Ave, Columbia, SC
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Burkett Burkett & Burkett CPA PA

Burkett Burkett & Burkett CPA PA

(2)
“They are extremely helpful for whatever your level of finances!”
In Business Since 2012
Transparent Fees & Pricing
3101 Sunset Blvd, West Columbia, SC 29169
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Modern Family Asset Management

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.”
In Business Since 2016
1727 Hampton St UNIT 101, Columbia, SC
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Prescott Capital Solutions

Prescott Capital Solutions

(1)
“I was reluctant to start building my business credit because it was so hard deciding who to trust.”
In Business Since 2021
Free Initial Consultation
136-4 Forum Dr, Columbia, SC
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Efinancial Advisors

Efinancial Advisors

(1)
Smart$advice, Retirement Planning, Small Business
“Great with understanding your goals”
In Business Since 2018
1715 Pickens St, Columbia, SC
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Allison Investment Management

Allison Investment Management

(1)
“I highly recommend David Allison to help you with financial planning and accout management.”
In Business Since 2002
Family Business
1207 Lincoln St, Columbia, SC
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Kirkland & King Financial

Kirkland & King Financial

(1)
Addressing Your Financial Planning Needs, Tell A Friend, Employee Benefits Division
“Excellent service, nice people.”
In Business Since 2019
1314 Lincoln St # 303, Columbia, SC
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Dyadic Financial Management

Dyadic Financial Management

(4)
“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.”
In Business Since 2008
115 Atrium Way # 103, Columbia, SC
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Capital Financial Partners

Capital Financial Partners

(13)
“I have known the folks at Capital Financial Partners for many years - and would absolutely recommend them for my property & casualty needs - as well as financial planning.”
In Business Since 2008
Accepts All Major Credit Cards
388 St Andrews Rd, Columbia, SC
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Calmwater Advisors

Calmwater Advisors

(2)
“They offer personal service like nobody else I have ever dealt with”
In Business Since 2017
200 Center Point Cir Ste 350, Columbia, SC
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Plantrust Wealth Management

Plantrust Wealth Management

(1)
“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.”
In Business Since 2022
140 Wildewood Park Dr Suite 108, Columbia, SC
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Retirement Planning and Investment Management Services in West Columbia, SC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 345 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 345 cost profiles.

Why these companies made our list

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