Cornerstone Financial Management, LLC. has years of experience in helping residents of South Carolina manage every aspect of their finances efficiently and effectively. They have years of experience helping residents of Columbia, Lexington, and surrounding areas manage their finances effectively. They offer customized financial and investment management services tailored specifically to your needs. They aim to listen to your financial goals and objectives and help you develop a strategy to move toward them. Their mission is to glorify God by providing sound, comprehensive financial advice consistent with their ethical standards and the biblical model for financial management. They are an experienced team of professionals who will work with you to create a comprehensive financial strategy that reflects your values, addresses your concerns, and helps you work toward your short and long-term financial goals. Contact them to make an appointment.
Best Financial Services in Columbia
Handpicked Top 3 Financial Services in Columbia, South Carolina. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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CORNERSTONE FINANCIAL MANAGEMENT, LLC REVIEWS
Robert is extremely thorough and knowledgeable with the ability to make complicated financial information easy to understand. He is able to understand businesses and refines their approach to best suit the company's needs. My husband and I both really enjoy learning from him.
Ken Calcutt with Cornerstone Financial Management has handled my company's Simple IRA's for many years and handles our Roth IRA Accounts. He is also a "Dave Ramsey" certified financial planner. I have worked with Ken for many years and my experience has been that he consistently provides solid advice that can be trusted. I enjoy working with him.
Our family has been working with Ken for the last 2 years and he is wonderful trust worthy advisor. He set up our kids accounts and answered all of our questions. Highly recommend!
Robert is the best when it comes to your financial planning. He is thorough, understanding, helpful, and patient. If you are looking for a financial advisor you have to give him a call.
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Preservation Specialists, LLC. is an independent, comprehensive retirement planning firm. Their goal is to help you retire where you want, how you want, doing what you want with whom you want on your terms. Their team works every day to help their clients have peace of mind over their finances. Preservation Specialists, LLC. provide advice, consulting, and strategies for money management services to individuals and couples; they understand the fundamental questions have more to do with how you want to live your life and how your money should support your ambitions. The firm specializes in working with retirees and people planning for their retirement. For that reason, they offer a process that integrates your financial resources with your vision of personal fulfillment and security. In addition, preservation Specialists offer thoughtful and objective guidance to help you make intelligent financial decisions. Preservation Specialists also serve in Augusta.
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PRESERVATION SPECIALISTS, LLC REVIEWS
I have been a client for several years. I hired John Farley to be my financial advisor to get me to then past retirement. John’s personality meshes with mine perfectly as I’m a weather fanatic. He has helped me diversify my investments and develop several sources of tax free income for retirement. Tonya Coleman is also an amazing help. Her energy, drive and enthusiasm brighten up any room and always puts me at ease. I’ve put my trust in this team. I will and have recommended PS to people I know.
My husband and I came into the Preservation Specialists clientele early on. We needed good advice about preparing for retirement with the limited resources we had. I am now benefitting from the wise counsel and fund management that Patrick and his team have provided. I highly recommend the company to my friends and family.
Pat and his team at Preservation Specialists are just that—specialists in knowledge, professionalism, and providing individual care to your personal account. It is so comforting to know that PS is monitoring your account continuously and “has your back” at all times. We have referred several of our friends to PS because we believe in the financial knowledge and individual care they provide. We look forward to continuing our relationship for years to come. They just feel like family!!
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John B Whitaker is a financial advisor at Edward Jones, located in Columbia, South Carolina. Edward Jones is a financial advisory firm that has been providing the best services since 2006. John B Whitaker can help you to develop a retirement strategy designed to cover you for the long term and protects against events that could throw you off the path to your goals. Edward Jones can work together to develop strategies to help you achieve your goals. They can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. They can help you develop a complete, tailored strategy to help you achieve your financial goals. They work with their clients to limit risk and help you achieve your goals. Contact them to schedule an appointment.
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Fri: 8:30am - 4pm
Sat & Sun: Closed
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JOHN B WHITAKER - EDWARD JONES REVIEWS
John Whitaker has been my financial advisor for years. His professionalism, communication, and wealth management skills are the best! He has played a major role in helping me to meet my retirement and many other financial goals. The office staff is wonderful as well.
John has been our financial advisor for over 8 years and he is a great. He is very knowledgeable about the market and has our best interest in mind. If your looking for a great advisor that can create long term wealth for you and your family then give JOHN a call.
John is one of the best financial advisors that I've ever had. John has one quality that I feel that puts him above any advisor that I've ever had and that is that he actually calls you more than once a year to check in. You can tell he cares about your well being and he wants you to succeed in your goals pertaining to investing and with life in general. I use him for both my personal retirement and for my employees. I highly recommend him.
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