3 Best Financial Services in Columbia, SC

“Preservation Specialists, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Patrick Strubbe is the founder of Preservation Specialists, LLC. Pat is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Registered Financial Consultant (RFC®). He is also an avid writer. In 2012, his book "Save Your Retirement from Mass Destruction by the 7 Retirement Villains!" became a best-seller on Amazon.com. In March of 2021, he reached best-seller status again with his most recent book, "The Retirement Secret." Preservation Specialists, LLC designed their custom planning process to provide a framework for making informed decisions about working together. As important, you will finish this process with a firm understanding of where you stand in the six areas they believe are key to retirement success. Contact them today for an appointment.”

“HG Wealth Advisors aim to be more than just a wealth management firm. Their mission is to lead their clients to live a life full of joy without regret. Kyle Rasmussen is the founder of HG Wealth Advisors. Kyle is a CERTIFIED FINANCIAL PLANNER ® with over a decade of experience specializing in retirement planning. HG Wealth Advisors offers a wide variety of services all geared to help you with your financial goals. Their business mission is to bring clarity, transparency, and standards to retirement plans for the benefit of employers and employees. They provide an investment method developed explicitly to increase cash flow. Reach out to your financial advisors for more information, and check out their Investment Resource Center for great articles, videos, and more.”

“Beckett Financial Group is an independent firm that creates personalized financial strategies tailored specifically to your goals. They manage your income and taxes while navigating market fluctuations to ensure your retirement income lasts. JB Beckett is a founder of Beckett Financial Group who has been an advisor for over 25 years. He has received multiple awards, including being named the 2023 North American Business Person of the Year by Alignable. He is passionate about serving others through the South Carolina Philharmonic, the Greater CWC and Irmo Chambers of Commerce, and the Celebrate Freedom Foundation. Contact Beckett Financial Group today for your complimentary review without obligation or commitment of any kind.”