Best Financial Advisors in West Columbia, SC

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List of Firms

West Columbia, SC Fiduciary Financial Advisors

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Barney Brewer - Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 121 Arrowwood Rd, Columbia, SC 29210, USA
Phone (803) 731-5959
Directions
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Jennifer Floyd - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 121 Arrowwood Rd, Columbia, SC 29210, USA
Phone (803) 573-6512
Directions
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B2E Financial Services
Location 101 Trade Zone Dr # 20A, West Columbia, SC 29170, USA
Phone (803) 760-1160
Directions
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Dominion Sovereign Financial
Location 2406 Augusta Rd, West Columbia, SC 29169, USA
Phone (803) 791-0840
Directions
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Edward Jones - Financial Advisor: Ed Falco
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1900 Sunset Blvd Ste B, Columbia, SC 29169, USA
Phone (803) 791-1131
Directions
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Edward Jones - Financial Advisor: Matthew C Fogle
SEC File# 801-3297
CRD# 250
Location 3229 Sunset Blvd Suite K, West Columbia, SC 29169, USA
Phone (803) 807-9988
Directions
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Ameriprise Financial
1 out of 5
Location 501 State St, West Columbia, SC 29169, USA
Phone (803) 744-0463
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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Jeffrey Taylor - TIAA Wealth Management Advisor
Location 1320 Main St Suite 300, Columbia, SC 29201, USA
Phone (866) 904-7804
Directions
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home longleaf advisors
Location 171 Lott Ct, West Columbia, SC 29169, USA
Phone (803) 791-1111
Directions
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Asset Management and Planning, LLC
SEC File# 801-60743
CRD# 113961
Location 602 Meeting St Suite C, West Columbia, SC 29169, USA
Phone (803) 739-6311
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 – 12:00 PM Saturday: Closed Sunday: Closed
Directions
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E F Brock Inc
Location 167 Lott Ct, West Columbia, SC 29169, USA
Phone (803) 796-0501
Directions
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Beckett Financial Group
5 out of 5
Location 825 Meeting St, West Columbia, SC 29169, USA
Phone (803) 939-4848
Directions
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Moore Beauston & Woodham, LLP
5 out of 5
Location 150 N, 9th St, West Columbia, SC 29169, USA
Phone (803) 791-7472
Directions
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Vista Advisors - Ameriprise Financial Services, Inc.
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Directions
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Hobbs Group Advisors, LLC
Location 1704 Laurel St, Columbia, SC 29201, USA
Phone (803) 540-3034
Directions
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Patrick Floyd - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1201 Hampton St Ste 3A-1, Columbia, SC 29201, USA
Phone (803) 736-0740
Directions
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Jaeger Capital Management
Location 440 Center St, West Columbia, SC 29169, USA
Phone (803) 834-3499
Directions
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Amick & Associates Inc
Location 171 Lott Ct, West Columbia, SC 29169, USA
Phone (803) 791-1111
Directions
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Financial Eagle
Location 1109 Knox Abbott Dr #3323, Cayce, SC 29033, USA
Phone (803) 445-2497
Directions
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Ward Financial Advisors LTD
Location 1925 Gadsden St, Columbia, SC 29201, USA
Phone (803) 929-0720
Directions
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Edward Jones - Financial Advisor: Neil H Stalker, AAMS™
5 out of 5
Location 921 12th St, Cayce, SC 29033, USA
Phone (803) 791-7745
Directions
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David Tate - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 1813 Pickens St, Columbia, SC 29201, USA
Phone (803) 750-9337
Directions
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Burkett Burkett & Burkett CPA PA
5 out of 5
Location 3101 Sunset Blvd, West Columbia, SC 29169, USA
Phone (803) 794-3712
Directions
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Madison King - Financial Advisor, Ameriprise Financial Services, LLC
Location 121 Arrowwood Rd, Columbia, SC 29210, USA
Phone (803) 726-4972
Directions
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Gregg C Newman - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 121 Arrowwood Rd, Columbia, SC 29210, USA
Phone (803) 731-5959
Directions
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Edward Jones - Financial Advisor: David Gilliam III
SEC File# 801-3297
CRD# 250
Location 921 12th St, Cayce, SC 29033, USA
Phone (803) 791-7745
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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Liberty Financial Services Inc
5 out of 5
Location 1920 Augusta Rd, West Columbia, SC 29169, USA
Phone (803) 791-9177
Directions
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Richard Bunch - Financial Advisor, Ameriprise Financial Services, LLC
Location 1320 Main St Ste 240, Columbia, SC 29201, USA
Phone (803) 255-7070
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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Creative Financial Strategies
5 out of 5
Location 1320 Main St #700, Columbia, SC 29201, USA
Phone (803) 741-1001
Directions
Financial Advisors in West Columbia, SC

Where Certified Financial Advisors in West Columbia, SC Serve

West Columbia, SC is a vibrant city that boasts a plethora of landmarks and top employers. From the iconic Gervais Street Bridge to the stunning Riverwalk Park, there's no shortage of sights to see in this bustling metropolis. Some of the top employers in West Columbia include Amazon, Nephron Pharmaceuticals, and Lexington Medical Center, which provide ample job opportunities for residents. When it comes to major highways and streets, West Columbia is home to several key thoroughfares, including I-26, I-20, and US-1. These roads connect the city to neighboring towns and cities, making it easy to get around and explore the area. Finally, West Columbia is divided into several distinct neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Saluda Gardens, Quail Hollow, and The Avenues, which offer a range of housing options to suit any lifestyle.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of West Columbia, SC could benefit from a financial advisor in a number of ways. One of the most common ways is by helping them create a budget and stick to it. This is especially important in West Columbia, where the cost of living is slightly higher than the national average. A financial advisor can also help residents save for retirement, which is crucial given the state's aging population. Additionally, a financial advisor can assist residents in investing wisely, taking into account the unique economic conditions of the region. Overall, a financial advisor can provide valuable guidance and support to residents of West Columbia, helping them achieve financial stability and security.

Insurance Broker

Residents of West Columbia, SC can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and expertise in selecting the right insurance policies to meet their unique needs. With the city's location near the Congaree River, residents may face specific risks related to flooding and water damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage in the event of a natural disaster. Additionally, an insurance broker can help residents save money by comparing policies and negotiating rates on their behalf. Overall, working with an insurance broker can provide peace of mind and protection for the unexpected in West Columbia, SC.

Retirement Planning

Residents of West Columbia, SC could benefit greatly from the guidance of a retirement planner. With the city's population of over 17,000 people, many of whom are nearing retirement age, a retirement planner can help individuals navigate the complexities of retirement planning. Specifically, a retirement planner can assist residents in West Columbia with creating a comprehensive financial plan that takes into account their unique circumstances, such as the cost of living in the area and any potential healthcare expenses. With the help of a retirement planner, residents can feel confident in their ability to retire comfortably and enjoy the many amenities that West Columbia has to offer.

Wealth Management

Residents of West Columbia, SC could greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. With a significant portion of the population in West Columbia being over the age of 55, it's crucial to have a solid plan in place for retirement. A wealth manager could assist in creating a personalized plan that takes into account factors such as Social Security benefits, pension plans, and investment options. Additionally, with the city's proximity to Columbia, a wealth manager could help residents navigate the unique tax implications of living in a bordering state. Overall, a wealth manager could provide valuable advice and support to residents of West Columbia as they plan for their financial futures.

Mortgage Loan Officer

Residents of West Columbia, SC can benefit greatly from the assistance of a mortgage loan officer. These professionals can help individuals secure the financing they need to purchase a home, whether it's a first-time homebuyer or someone looking to upgrade to a larger property. With the help of a mortgage loan officer, residents can navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, these professionals can provide guidance on specific programs and incentives that may be available to residents in the West Columbia area. For example, the South Carolina State Housing Finance and Development Authority offers a variety of programs for first-time homebuyers, and a mortgage loan officer can help residents determine if they are eligible and how to apply. Overall, working with a mortgage loan officer can make the homebuying process less stressful and more manageable for residents of West Columbia, SC.

Tax Services

Residents of West Columbia, SC may benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. This can include ensuring that residents are taking advantage of all available tax credits and deductions, as well as helping to minimize their tax liability. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, which can help residents achieve their long-term financial goals. In West Columbia, SC, a tax advisor may also be particularly helpful for small business owners, who may need assistance with tax compliance and planning for their business. Overall, a tax advisor can provide valuable support and guidance to residents of West Columbia, SC, helping them to make informed decisions and achieve financial success.

Estate Planning Lawyer

Residents of West Columbia, SC can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in creating legal documents that ensure that an individual's assets are distributed according to their wishes after they pass away. In West Columbia, SC, where there is a high population of retirees, estate planning lawyers can help ensure that their clients' estates are properly managed and their loved ones are taken care of. Additionally, with the city's proximity to Lake Murray, estate planning lawyers can also assist clients with creating plans for their vacation homes or rental properties. By working with an estate planning lawyer, residents of West Columbia, SC can have peace of mind knowing that their assets and loved ones are protected.

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FAQs About Personal Financial Advisors in West Columbia, SC