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Best Financial Services in Columbia

Handpicked Top 3 Financial Services in Columbia, South Carolina. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

CORNERSTONE FINANCIAL MANAGEMENT, LLC

2000 Center Point Road, Suite 2220, Columbia, SC 29210

Since 2014

Business Retirement Plan and Investment Management, Asset allocation, emergency fund, College, Estate, Business Financial, Insurance, Long-Term Care & Retirement Planning

Offer customized financial and investment management services, tailored specifically to fit your needs ● Has an experienced team of professionals who will work with you to create a comprehensive financial strategy ● They have years of experience helping residents of Lexington, and surrounding areas manage their finances effectively

kenneth.calcutt@lpl.com

cornerstonecolumbia.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

PRESERVATION SPECIALISTS, LLC

250 Berryhill Road, Suite 204, Converse Building, Columbia, SC 29210

Since 2003

Retirement Income Strategies, Estate, Tax and IRA Legacy Planning, Wealth Accumulation, Probate, Charitable Giving, Asset Protection, Annuities, Life Insurance, Tax Minimization, Long-Term Care, IRA & 401(K) Rollovers

Specializes in working with retirees and people planning for their retirement ● Serves also in Augusta ● Complimentary consultation are available ● Offer their experience and knowledge to help you design your own strategy for financial independence ● Provide advice, consulting and strategies for money management services to individuals and couples

info@scpreservation.com

scpreservation.com

Reviews

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report

CREATIVE FINANCIAL STRATEGIES

1320 Main Street, Suite 700, Columbia, SC 29201

Since 2007

Cash Management Strategies, Asset Allocation, Qualified and Non-Qualified Plans, Business Continuity/Disposition, Retirement, Education, Estate, Executive Compensation, Divorce Impact & Contingency Planning

Focuses on employee pre-retirement counseling and consultation services ● Provides comprehensive and area focused financial planning

cfsinfo@4decisions.biz

4decisions.com

Reviews

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report