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BEST RATED COLUMBIA, SC FINANCIAL SERVICES

3 Best Financial Services in Columbia, SC

Expert-recommended 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. You deserve only the best!

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CAPITAL CITY FINANCIAL PARTNERS

(4.8 Score)
6208 Garners Ferry Road, Suite A,
Columbia, SC 29209 Directions

Since 2016

Specialty:

✓Retirement Income Strategies ✓Estate Planning ✓Wealth Management ✓Annuities ✓Investments ✓IRA/401(k) Rollovers ✓Life Insurance ✓Long-term Care Strategies ✓IRA Legacy Planning ✓Tax Strategies and Solutions

“2026 Highlights: Capital City Financial Partners helps individuals and families pursue their ideal retirements and provides the insight and guidance needed to optimize your investments for the long term. Joshua Bradley is the Managing Partner and Financial Advisor of Capital City Financial Partners. He passed the Series 66 exam, and holds insurance licenses in South Carolina, North Carolina, Georgia, Florida, Ohio, Tennessee, and Massachusetts. Capital City Financial Partners offers informational seminars to learn more about retirement income strategies, wealth management, and more.”

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License CRD #171991

Price:

Financial Planning Hourly Fee
From $100
Upto $250

Contact:

(803) 782-0671

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

TBR® Inspection Report:

HG Wealth Advisors - Columbia, SC Financial Services - Portrait
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HG WEALTH ADVISORS

(4.8 Score)
1901 Main Street, Suite 1475,
Columbia, SC 29201 Directions

Since 2023

Specialty:

✓Risk Management ✓Succession Planning ✓Investments ✓College Funding ✓Retirement Planning ✓Estate Planning ✓Disability Insurance

"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.

2026 Highlights: HG Wealth Advisors work with clients to explore investment strategies that take into consideration your goals and objectives."

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License #1457516

Contact:

(803) 676-8236

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

TBR® Inspection Report:

Preservation Specialists, LLC - Columbia, SC Financial Services - Portrait
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10+ YEARS IN TBR
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PRESERVATION SPECIALISTS, LLC

(4.8 Score)
700 Saturn Parkway,
Columbia, SC 29212 Directions

Since 2004

Specialty:

✓Retirement Income Strategies ✓Wealth Management ✓Annuities ✓Investments ✓IRA/401(k) Rollovers ✓Asset Protection Strategies ✓Life Insurance ✓Tax-efficient Strategies ✓Long-term Care Strategies ✓IRA Legacy Planning ✓Tax Planning ✓Estate Planning ✓Charitable Giving

"Preservation Specialists, LLC has 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. 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.

2026 Highlights: Preservation Specialists, LLC has designed a custom planning process for making informed decisions and to reduce clients' fears about their financial life."

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License CRD #2845724

Contact:

(803) 798-1988

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

TBR® Inspection Report:

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CAPITAL CITY FINANCIAL PARTNERS REVIEWS

The entire staff at Capital City are very friendly and helpful. Jason is our main contact. He has managed our account brilliantly! Our bi-annual meeting are always informative and educational. He points us toward sound investments and discusses the different options. Even with the economy acting erratically we have continued to see growth in our portfolio. Definitely recommend Capital City for your financial needs.

We have been with Capital City Financial since Josh went out on his own. He managed our portfolio to ensure that when we retired we would be comfortable. He lived up to his promises. He is a great financial guy and a friend. The staff is outstanding and is always pleasant and helpful.

Everyone at Capital City Financial Partners are simply the best. Friendly, down to earth and most important they are extremely knowledgeable. Always willing to help. We couldn’t ask for better partners.

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HG WEALTH ADVISORS REVIEWS

My experience with Kyle at HG Wealth Advisors has been outstanding. He takes the time to really listen and give me financial advice based on my goals and risk tolerance. Kyle is straightforward, extremely knowledgeable and trustworthy, and he is always willing to go above and beyond to make sure the client feels comfortable with any decisions or changes.

I had a great experience with Kyle and Holly! The process was easy, and they kept me updated every step of the way. I felt confident I was getting honest advice and the right policy for my situation. I highly recommend HG Wealth Advisors for anyone looking for reliable financial planning services.

Highly recommend! Kyle is very knowledgeable would definitely recommend HG Wealth Advisors, LLC to anyone looking for a reliable financial advisor.

PRESERVATION SPECIALISTS, LLC REVIEWS

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.

Pat and his team have been instrumental in planning and implementing our retirement plan since 2011. We always leave his office with the “sleep well at night” feeling. I do not believe you could find a more ethical person than Pat Strubbe, and he leads his team by amazing example. We are very grateful a neighbor recommended him to us 11 years ago.

We love Preservation Specialists!! Margo and Pat are the best. Very professional, helpful and we recommend 100%. We use them both personally and professionally!! Thank you for looking out for our best interest.

TBR® Inspection Score Report

CAPITAL CITY FINANCIAL PARTNERS Total Inspection Points: 116/120
Acknowledgments: 8
Experience: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

HG WEALTH ADVISORS Total Inspection Points: 115/120
Experience: 7
Acknowledgments: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

PRESERVATION SPECIALISTS, LLC Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10