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Map of Columbia, SCMap of Columbia, SC

Financial Planners in Columbia, SC

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1. McGregor & Company LLP

McGregor & Company LLP

3830 Forest Dr Ste 101, Columbia, SC, 29204

CLOSED NOW

From Business: With 80 years of service to the state of South Carolina, one thing always keeps us going at McGregor & Company. Whether we’re conducting an audit, filing taxes, or handling…

YP
94 Years
in Business

2. Wells Fargo Advisors

Wells Fargo Advisors

1320 Main St Ste 600, Columbia, SC, 29201

CLOSED NOW

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

3. Stephen West - Financial Advisor, Ameriprise Financial Services

Stephen West - Financial Advisor, Ameriprise Financial Services

1320 Main St Ste 240, Columbia, SC, 29201

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

4. Homeowners Financial Group

Homeowners Financial Group

1320 Main St Ste 300, Columbia, SC, 29201

From Business: HFG is an award-winning mortgage lender committed to serving your lifetime of home financing needs. Whether you’re looking to purchase a primary residence, second or vacation…

YP
20 Years
in Business

5. David Taylor - Financial Advisor, Ameriprise Financial Services

David Taylor - Financial Advisor, Ameriprise Financial Services

1320 Main St Ste 240, Columbia, SC, 29201

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1301 Gervais St, Columbia, SC, 29201

CLOSED NOW

From Business: Welcome to Merrill Lynch in Columbia, SC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

7. Edelman Financial Engines

Edelman Financial Engines

1301 Gervais St Ste 405, Columbia, SC, 29201

CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With…

8. Robert W. Shealy Jr, CFP of Janney Montgomery Scott

Robert W. Shealy Jr, CFP of Janney Montgomery Scott

1441 Main St Ste 700, Columbia, SC, 29201

CLOSED NOW

From Business: When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and…

9. EFinancial Advisors

EFinancial Advisors

1715 Pickens St, Columbia, SC, 29201

From Business: At EFinancial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:…

10. David Tate - Private Wealth Advisor, Ameriprise Financial Services

David Tate - Private Wealth Advisor, Ameriprise Financial Services

1813 Pickens St, Columbia, SC, 29201

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. BB&T Scott & Stringfellow

BB&T Scott & Stringfellow

2422 Devine St Ste A, Columbia, SC, 29205

CLOSED NOW

From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…

12. First Command Financial Advisor - Scott Mewborne

First Command Financial Advisor - Scott Mewborne

4406 A Forest Dr Suite 3, Columbia, SC, 29206

CLOSED NOW

From Business: Scott Mewborne joined First Command Financial Services as a Financial Advisor in August 2018 following a 31-year career in the Army, where he attained the rank of Lieutenant…

13. First Command District Advisor - Ryan Gay

First Command District Advisor - Ryan Gay

4406 A Forest Dr Suite 3, Columbia, SC, 29206

CLOSED NOW

From Business: Ryan Gay joined First Command Financial Services as a Financial Advisor in March 2011. He is excited about the opportunity to help people make the smart financial decisions…

14. First Command Financial Advisor - Kendall Matthews

First Command Financial Advisor - Kendall Matthews

4406 A Forest Dr Suite 3, Columbia, SC, 29206

CLOSED NOW

From Business: Kendall Matthews joined First Command Financial Services as a Financial Advisor in April 2013. She is excited about the opportunity to help people make the smart financial…

15. First Command Financial Advisor - Kyle Harper

First Command Financial Advisor - Kyle Harper

4406 A Forest Dr Suite 3, Columbia, SC, 29206

CLOSED NOW

From Business: Kyle Harper joined First Command Financial Services as a Financial Advisor in October 2016. He is excited about the opportunity to help people make the smart financial…

16. First Command

First Command

4406 A Forest Dr Suite 3, Columbia, SC, 29206

CLOSED NOW

From Business: First Command's Financial Advisors in Columbia, SC are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially…

17. First Command Financial Advisor - Alozie Wosu

First Command Financial Advisor - Alozie Wosu

4406 A Forest Dr Suite 3, Columbia, SC, 29206

CLOSED NOW

From Business: As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term…

18. Kemper Life - Columbia

Kemper Life - Columbia

100 Northeast Dr Ste 115, Columbia, SC, 29203

CLOSED NOW

From Business: Kemper Life can help complete the circle of insurance protection around the people you love and the things you own.

19. Gene Rudisill - Financial Consultant, Ameriprise Financial Services

Gene Rudisill - Financial Consultant, Ameriprise Financial Services

12A Clusters Ct Ste B, Columbia, SC, 29210

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Dyadic Financial Management, LLC

Dyadic Financial Management, LLC

115 Atrium Way Ste 103, Columbia, SC, 29223

CLOSED NOW

From Business: At Dyadic Financial Management, we understand that we cannot be all things to all people. Before we start working with a new client, we want to make sure that we are the right…

Amenities:
Wheelchair accessible

21. McDaniel Corporation The

McDaniel Corporation The

6156 Saint Andrews Rd, Columbia, SC, 29212

CLOSED NOW

From Business: The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable and highly competent personnel who are trained and licensed to offer a broad range of…

YP
43 Years
in Business

22. Marcial Briggs - Financial Advisor, Ameriprise Financial Services

Marcial Briggs - Financial Advisor, Ameriprise Financial Services

845 Polo Rd Ste 1, Columbia, SC, 29223

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Charles Schwab

Charles Schwab

1033 Roberts Branch Pkwy, Columbia, SC, 29203

CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

26. Matthews, Paula

Matthews, Paula

1901 Main St Ste 1100, Columbia, SC, 29201

29. NettWorth

NettWorth

1345 Garner Ln, Columbia, SC, 29210

YP
9 Years
in Business

30. My CU Services

My CU Services

250 Berryhill Rd, Columbia, SC, 29210