Best Financial Advisors in Columbia, SC

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List of Firms

Columbia, SC Fiduciary Financial Advisors

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Milestone Wealth Advisors / David Grookett & Zach Coggins
Location 7715 Claudia Dr, Columbia, SC 29223, USA
Phone (803) 736-3406
Directions
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Merrill Lynch Wealth Management Advisor James D. Turner III "Trey"
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2105
Directions
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DaVinci Financial Designs LLC
SEC File# 801-80733
CRD# 163362
5 out of 5
Location 5301 N Trenholm Rd suite a, Columbia, SC 29206, USA
Phone (803) 741-0134
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Jamie Danford, CFP® - Accumulus Financial Group, LLC
5 out of 5
Location 5140 Furman Ave, Columbia, SC 29206, USA
Phone (803) 403-1160
Directions
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Patrick Floyd - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1201 Hampton St Ste 3A-1, Columbia, SC 29201, USA
Phone (803) 736-0740
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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The McDaniel Corporation
SEC File# 801-69846
CRD# 149124
4 out of 5
Location 6156 St Andrews Rd STE 108, Columbia, SC 29212, USA
Phone (803) 750-4848
Directions
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Modern Family Asset Management
5 out of 5
Location 1727 Hampton St UNIT 101, Columbia, SC 29201, USA
Phone (803) 667-4292
Directions
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Matthew T Perry - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Directions
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First Command Financial Advisor - Ryan Gay
Location 4406 A Forest Dr Suite 3, Columbia, SC 29206, USA
Phone (803) 790-7118
Directions
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Apex Investment Advisors, LLC
Location 1345 Garner Lane, Suite 201-a, Columbia, SC 29210, USA
Phone (803) 454-0900
Directions
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Calmwater Advisors
5 out of 5
Location 200 Center Point Cir Ste 350, Columbia, SC 29210, USA
Phone (803) 252-8100
Directions
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Capital City Financial Partners
SEC File# 801-96203
CRD# 171991
5 out of 5
Location 6208 Garners Ferry Rd Suite A, Columbia, SC 29209, USA
Phone (803) 782-0671
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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John Monroe - Raymond James
Location 1010 Wildwood Centre Dr ste b, Columbia, SC 29229, USA
Phone (855) 854-4508
Directions
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Edward Jones - Financial Advisor: John B Whitaker, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1504 Leesburg Rd, Columbia, SC 29209, USA
Phone (803) 695-8493
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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J. E. Wilson Advisors, LLC
SEC File# 801-55086
CRD# 110375
Location 2431 Devine St, Columbia, SC 29205, USA
Phone (803) 799-9203
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 1:30 PM Saturday: Closed Sunday: Closed
Directions
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Adam Jurewicz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
Directions
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Edward Jones - Financial Advisor: Bevan C Weyburn
Location 620 Gervais St C, Columbia, SC 29201, USA
Phone (803) 256-8986
Directions
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Stidom Financial Advisors
5 out of 5
Location 5209 Forest Dr E, Columbia, SC 29206, USA
Phone (803) 764-5910
Directions
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Edward Jones - Financial Advisor: Mac Senn
SEC File# 801-3297
CRD# 250
5 out of 5
Location 101 Westpark Blvd Ste D, Columbia, SC 29210, USA
Phone (803) 772-2221
Directions
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Merrill Lynch Wealth Management Advisor Ladd G Lumpkin
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2189
Directions
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Vista Advisors - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Directions
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Preservation Specialists, LLC
SEC File# 801-65182
CRD# 133025
5 out of 5
Location 700 Saturn Pkwy, Columbia, SC 29212, USA
Phone (803) 798-1988
Directions
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Jeffrey Taylor - TIAA Senior Wealth Management Advisor
Location 1320 Main St Suite 300, Columbia, SC 29201, USA
Phone (866) 904-7804
Directions
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Northwestern Mutual
4 out of 5
Location 1901 Bull St, Columbia, SC 29201, USA
Phone (803) 254-0133
Directions
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Greg Downs - Branch Manager, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 251-4818
Directions
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Gary Jones - TIAA Wealth Management Advisor
Location 1320 Main St Suite 300, Columbia, SC 29201, USA
Phone (866) 904-7804
Directions
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First Command Financial Advisor - Kyle Harper
Location 4406 A Forest Dr Suite 3, Columbia, SC 29206, USA
Phone (803) 790-7118
Directions
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CCM Investment Advisers Llc
5 out of 5
Location 1201 Main St #1910, Columbia, SC 29201, USA
Phone (803) 254-9500
Directions
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Edward Jones - Financial Advisor: Jonathan C Mauffray, CRPC®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1410 Colonial Life Blvd W Suite 170, Columbia, SC 29210, USA
Phone (803) 731-0056
Directions
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Merrill Lynch Wealth Management Advisor Taylor Stevens
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2139
Directions
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David Taylor - Financial Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
Directions
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Cornerstone Financial Management - The Templeton Group
5 out of 5
Location 2000 Center Point Rd Suite 2220, Columbia, SC 29210, USA
Phone (803) 744-6123
Directions
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Natasha Jackson-Gorham - Financial Advisor, Ameriprise Financial Services, LLC
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Directions
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Marcial Briggs - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 845 Polo Rd Ste 1, Columbia, SC 29223, USA
Phone (803) 419-1577
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Barron Financial Group, LLC
SEC File# 801-123451
CRD# 140504
Location Waterfall Business Park, 410 Veterans Rd Ste B, Columbia, SC 29209, USA
Phone (803) 695-1360
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Critical Transitions Wealth Advisors
5 out of 5
Location 111 Stonemark Ln #104, Columbia, SC 29210, USA
Phone (803) 749-7012
Directions
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Creative Financial Strategies
SEC File# 801-23151
CRD# 3870
5 out of 5
Location 1320 Main St #700, Columbia, SC 29201, USA
Phone (803) 741-1001
Directions
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Kirkland & King Financial
5 out of 5
Location 1314 Lincoln St # 303, Columbia, SC 29201, USA
Phone (803) 779-2138
Directions
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Edward Jones - Financial Advisor: Steve Junis, CFP®
SEC File# 801-3297
CRD# 250
Location 6911 N Trenholm Rd Suite 8, Columbia, SC 29206, USA
Phone (803) 787-9902
Directions
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Edward Jones - Financial Advisor: Patrick Blewett
SEC File# 801-3297
CRD# 250
Location 2771 Rosewood Dr, Columbia, SC 29205, USA
Phone (803) 771-7770
Directions
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Marion Investment Advisors
SEC File# 801-71475
CRD# 120222
Location 2009 Lincoln St, Columbia, SC 29201, USA
Phone (803) 403-1420
Directions
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Beacon Group
Location 1724 St Julian Pl, Columbia, SC 29204, USA
Phone (803) 252-0888
Directions
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Carrington Wealth Management of Raymond James
Location 1230 Main St STE 300, Columbia, SC 29201, USA
Phone (803) 576-4935
Directions
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Stephen West - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 251-4811
Directions
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First Community Financial
SEC File# 801-78808
CRD# 168267
5 out of 5
Location 1213 Lady St STE 200, Columbia, SC 29201, USA
Phone (803) 343-0393
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Doug Sheorn - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6 Fish Haul Rd, Columbia, SC 29209, USA
Phone (803) 782-2121
Directions
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Anchor Investment Management
SEC File# 801-64338
CRD# 135296
Location 3205 Devine St, Columbia, SC 29205, USA
Phone (803) 766-2100
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Joshua B Estes
Location 2900 Devine St Suite A, Columbia, SC 29205, USA
Phone (803) 799-1070
Directions
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Covington Financial Group
SEC File# 801-57302
CRD# 44430
Location 1230 Main St, Columbia, SC 29201, USA
Phone (803) 576-4930
Directions
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Morgan Stanley Financial Advisors
5 out of 5
Location 1320 Main St Ste 800, Columbia, SC 29201, USA
Phone (803) 343-8800
Directions
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Abacus Planning Group
SEC File# 801-55414
CRD# 107994
Location 2500 Devine St, Columbia, SC 29205, USA
Phone (803) 933-0054
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Hobbs Group Advisors, LLC
SEC File# 801-113063
CRD# 157274
Location 1704 Laurel St, Columbia, SC 29201, USA
Phone (803) 540-3034
Directions
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Roderick L Barnes - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1201 Main St Ste 1980, Columbia, SC 29201, USA
Phone (803) 748-1215
Directions
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Merrill Lynch Wealth Management Advisor Paul E Cash
Location 1301 Gervais St, Columbia, SC 29201, USA
Phone (803) 733-2171
Directions
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Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 1301 Gervais St Suite 405, Columbia, SC 29201, USA
Phone (833) 752-6333
Directions
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Robert Shealy
Location 1441 Main St Suite 700, Columbia, SC 29201, USA
Phone (803) 223-7016
Directions
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Powell Financial Advisors
Location 915 Lady St, Columbia, SC 29201, USA
Phone (803) 929-0100
Directions
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Richard Bunch - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
Directions
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Pendleton Street Business Advisors
5 out of 5
Location 1100 Shirley St, Columbia, SC 29205, USA
Phone (803) 799-1301
Directions
Financial Advisors in Columbia, SC

Where Certified Financial Advisors in Columbia, SC Serve

Columbia, SC is a vibrant city in the heart of South Carolina, with a rich history and a promising future. Its downtown area is dotted with landmarks, including the South Carolina State House, the Columbia Museum of Art, and the Riverbanks Zoo and Garden. The city is home to several top employers, such as the University of South Carolina, Palmetto Health, and BlueCross BlueShield of South Carolina. Major highways and streets that run through Columbia include I-20, I-26, and I-77, as well as Assembly Street, Main Street, and Gervais Street. Columbia is comprised of several unique neighborhoods, each with its own character and charm, such as Shandon, Forest Acres, and Rosewood. Whether you're a visitor or a resident, there's always something new to discover in Columbia.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Columbia, SC can benefit greatly from the expertise of a financial advisor. With a median household income of $52,571 and a cost of living that is slightly higher than the national average, many families in Columbia may struggle to make ends meet and plan for the future. A financial advisor can help residents create a budget, manage debt, and plan for retirement. Additionally, with the city's growing economy and thriving business community, a financial advisor can provide guidance on investing in local businesses and taking advantage of opportunities for growth. Overall, a financial advisor can help residents of Columbia, SC achieve financial stability and security, allowing them to focus on enjoying all that the city has to offer.

Insurance Broker

Residents of Columbia, SC can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them find the best insurance policies that suit their specific needs and budget. This is particularly important in Columbia, SC where the weather can be unpredictable and residents may need coverage for natural disasters like hurricanes and flooding. Additionally, an insurance broker can help residents navigate the complex insurance industry and understand the fine print of insurance policies. This can save them time, money, and prevent them from being taken advantage of by insurance companies. Overall, an insurance broker can provide valuable guidance and support to residents of Columbia, SC in securing the right insurance coverage for their unique circumstances.

Retirement Planning

Residents of Columbia, SC could greatly benefit from the services of a retirement planner. With a population of over 130,000 people, many of whom are approaching retirement age, a retirement planner can help individuals navigate the complex world of retirement planning. Specifically, Columbia, SC has a large military population due to the presence of Fort Jackson, which means that many residents may have unique retirement benefits and considerations to take into account. A retirement planner can help individuals understand their options and make informed decisions about their financial future, taking into account factors such as pensions, social security, and healthcare costs. Additionally, a retirement planner can provide guidance on estate planning and other important considerations to ensure that individuals are prepared for all aspects of their retirement.

Wealth Management

Residents of Columbia, SC can benefit greatly from the services of a wealth manager. With a wealth manager, individuals can receive personalized financial advice and guidance to help them achieve their financial goals. One specific way that residents of Columbia, SC can be helped by a wealth manager is through their knowledge of the local economy. Columbia is home to several major employers, including the University of South Carolina and BlueCross BlueShield of South Carolina. A wealth manager can provide insight into the local job market and help residents make informed decisions about their careers and investments. Additionally, a wealth manager can help residents navigate the unique tax laws and regulations in South Carolina, ensuring they are maximizing their financial opportunities. Overall, a wealth manager can be a valuable resource for residents of Columbia, SC looking to build and protect their wealth.

Mortgage Loan Officer

Residents of Columbia, SC can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of mortgages and find the best loan options to suit their needs. For example, Columbia, SC is home to a large military population, and a mortgage loan officer can help these individuals take advantage of VA loans and other programs designed specifically for military personnel. Additionally, Columbia, SC has a diverse range of neighborhoods and housing options, and a mortgage loan officer can help residents find the right loan for their unique situation, whether they are looking to buy a historic home in the city center or a new construction in the suburbs. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Columbia, SC as they navigate the home buying process.

Tax Services

Residents of Columbia, SC can benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation, whether they are self-employed, own rental property, or have investments. A tax advisor can also help residents minimize their tax liability by identifying deductions and credits that they may be eligible for. In Columbia, SC, where there are a number of military bases and veterans, a tax advisor can also help these individuals navigate the unique tax rules that apply to them. Additionally, a tax advisor can help residents plan for their financial future by offering advice on retirement planning, estate planning, and other financial matters.

Estate Planning Lawyer

Residents of Columbia, SC can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a will. In Columbia, SC, many residents may not have considered the importance of having a will in place, and a lawyer can guide them through the process of creating one. A lawyer can also assist with setting up trusts, which can be particularly helpful for families with young children or individuals with special needs. Additionally, a lawyer can help with probate and estate administration, ensuring that the wishes of the deceased are carried out properly. With the help of an estate planning lawyer, residents of Columbia, SC can have peace of mind knowing that their assets will be distributed according to their wishes.

Columbia, SC Financial Resources

Columbia, SC Chamber of Commerce

https://www.columbiachamber.com/

Columbia, SC City Hall

https://columbiasc.gov/

Columbia, SC Public Library

https://www.richlandlibrary.com/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Columbia, SC