Here’s The Deal: Preservation Specialists, LLC is an independent planning firm. Patrick Strubbe is the Founder & Managing Partner of the firm. Their goal is to help you live your retirement with confidence, and they believe that if your retirement is free from worry, you can focus on the important things in life. Regardless of age, retirement should be about discovering your purpose, living with passion, self-reliance, transformation, and creative self-expression. Retirement is about doing what you want, when you want, where you want, with whom you wish to, at the time you want, on your terms. The firm focuses on working with retirees and people planning for their retirement. They help individuals and families work toward achieving their ideal retirements. They 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.
UNIQUE FACTS:
• Online Appointment.
3 Best Financial Services in Columbia, SC
Expert recommended Top 3 Financial Services in Columbia, South Carolina. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 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.
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.
I trust these folks a lot. They have always been honest with me, and take the time to answer all my questions and even when they have to do it more than once I am treated with respect. Their advice has been good and their ongoing educational programs are helpful. I always leave feeling like they will keep me from eating cat food and living under a bridge.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Cornerstone Financial Management is one of the leading financial firm in Columbia. Ken Calcutt is the founder of Cornerstone Financial Management. He completed the graduation from the University of South Carolina in 2000 with a degree in finance and started in the financial planning industry in 2004. After ten years in the industry, he started his own practice in August 2014. The firm currently has four licensed financial advisors, one licensed financial advisor assistant, and four support staff members. The team is made up of dedicated, hardworking professionals who are committed to helping you gain financial confidence in every aspect of your life. They offer each client thorough financial and investment assessments and strategies based on their situation, goals, and objectives. They also will create a comprehensive financial plan that reflects your values, addresses your concerns, and helps you perform toward your short and long-term financial goals. They have years of experience helping residents of Columbia, Lexington, and surrounding areas manage their finances effectively.
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Working Hours:
Sat & Sun: Closed
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TOP 3 CORNERSTONE FINANCIAL MANAGEMENT REVIEWS
I'm a local real estate broker, and Dave Ramsey Endorsed Local Provider. I would refer any of my clients to Ken and Jay at Cornerstone Financial Management for the pure fact that they are educators at heart and not salesmen. They have your best interest with your investments and will be up front and honest. I know first hand since they manage my Mom's retirement, and if they did not, she would probably be living with me. Thank goodness! And of course they are also and Endorsed Local Provide from Dave Ramsey.
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.
Ken is extremely professional and knows his stuff. I feel very confident in trusting Ken! I highly recommend Cornerstone Financial.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Beckett Financial Group is a well-known financial group in West Columbia. JB Beckett is the founder of the firm. He has been an advisor for 24 years in the Financial Group. The advisors of Beckett Financial Group specialize in retirement planning, individual and group life insurance, long-term care insurance, group disability coverage, and college savings plans. As an independent company, they have the freedom to make decisions and work without any external ownership or control with their financial planning strategies. They are affiliated with over 30 different carriers, allowing them the freedom to tailor individual plans to each client’s specific needs & objectives. At Beckett Financial Group, they offer guidance not only for trusted advisors but also for experienced advisors. Their team has become a staple of West Columbia through years of hard work and community engagement. They help their clients develop a financial plan that protects assets and seeks safe growth opportunities.
UNIQUE FACTS:
• Complimentary Event
• Workshops.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 BECKETT FINANCIAL GROUP REVIEWS
Brandon helped me get good health insurance when I was so lost trying to do it on my own. He sent several charts that broke the different plans down and made it a lot easier. I really appreciate all his help and plan on recommending him!
Awesome team of professionals. JB did a great job pinpointing exactly the coverages that were suited to me in my business. He also took the time to shop the market and find me the best deal. Many thanks from a small business owner
JB and Laura are fantastic! They are very knowledgeable and patient when I had a lot of questions. JB made me feel relaxed and I’m very excited to make the jump with my business.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.