Here’s The Deal: Zachary Loraine has been a First Command Financial Advisor since 2015. He is committed to helping clients consistently make smart, informed financial decisions essential to pursuing long-term financial security. He chose this profession because he believes it allows him to make a real difference in the lives of those he works with. He is a registered Financial Advisor who develops and delivers comprehensive financial plans to assist clients in reducing debt, building wealth, and pursuing their financial goals and lifetime dreams. He holds Series 7 and 66 securities licenses, plus state life and health insurance licenses in Virginia, Maryland, Washington, D.C., Missouri, Texas, Florida, and South Carolina. He most commonly works with military, federal, and state employee families. Zachary Loraine understands many of the issues you face and aims to better prepare you for all facets of active and retired lives. He develops, implements, and maintains comprehensive financial plans that support clients' values and goals for retirement planning, education funding, and more. First Command Financial Advisors have been helping many families improve their financial habits by providing personal coaching sessions and meeting in person with hundreds of thousands of clients. They will assist you in building a financial plan by working with you early in your military career and coaching you to apply their advice consistently throughout your lifetime.
3 Best Financial Services in North Charleston, SC
Expert recommended Top 3 Financial Services in North Charleston, 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 ZACH LORAINE - FIRST COMMAND FINANCIAL ADVISOR REVIEWS
First Commands financial advisor Zach Loraine is a wealth of knowledge. He educated me in all aspects of building for my future retirement while still protecting my loved ones. At first I was uncertain about hiring a financial advisor but now I wish I started earlier. I really didn’t know how to properly manage my money, invest for my future, and take care of my family. I had no plan and I was winging it while living in debt instead of collecting assets. His expert financial advice was needed and he made me feel comfortable with uncomfortable topics like life insurance. He informed me of the 3 cornerstones I would need in my portfolio. I wish I would have met him before I was 39 but he reassured me It’s never too late to adjust your portfolio and catch up. He has managed my accounts during various turning points in my life to better suit my financial goals: when I had a child, got married and promoted in my job. He was there to provide the same guidance he would give his own family. You can’t put a price on knowing and having the feeling of safety and security for a successful future as well as setting up your children for generational wealth. I’d rate 6 starts if I could. Thank you Zach.
I have been working Zach at First Command for a little over a year now for my financial planning needs, and he has been helpful and knowledgeable throughout that time. Zach offered accommodating schedules for setting up financial plans, and made the process of setting up allotments, budgets, and other savings tools easy and clear. First Command is a very military-friendly organization as well, and Zach especially enjoys providing good advice and services to those in uniform. I would definitely recommend his services and First Command.
Zachary has been an outstanding Financial Advisor. He is direct and walked us through any questions to ensure we understood what was being discussed. He took the time to ensure my wife was comfortable with the planning. She had always been cautious before and was reluctant to take outside advice. Zachary is very capable and I would highly recommend him for your financial planning.
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![COVE FINANCIAL SOLUTIONS North Charleston Financial Services COVE FINANCIAL SOLUTIONS North Charleston Financial Services](https://threebestrated.com/images/COVEFINANCIALSOLUTIONS-NorthCharleston-SC.jpeg)
Here’s The Deal: Cove Financial Solutions is an independent financial planner in North Charleston, South Carolina. Caleb Thompson is the founder and president of the firm. He is passionate about the details that make finances work and partners with clients to help them make the most of their financial situation. He holds a CPA and CFP® and has a degree in Accounting from Bob Jones University and a master's in Taxation from Clemson University. The team at Cove Financial Solutions is committed to helping people work toward the retirement they want. They provide guidance to help develop an overall retirement income strategy and offer a variety of insurance and investment products to pursue the objectives of that strategy. They also provide online events and personalized plans for their clients.
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TOP 3 COVE FINANCIAL SOLUTIONS REVIEWS
The retirement advice I receive from Caleb is unmatched. He really cares about his clients! Highly recommended.
I've worked with a number of these advisors and Caleb Thompson is one of the best.
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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: Katherine Ponder has been a financial advisor with Edward Jones since 2011. Before joining Edward Jones, she was an affiliate manager with a large nonprofit organization. She earned her bachelor's and master's degrees from Louisiana State University. Using an established process, she constructs personalized financial strategies for her clients to achieve their unique goals. Katherine takes the time to ask important questions and truly understand her clients' stories, crafting measurable objectives tailored to their circumstances. She maintains regular contact with her clients once the strategies are implemented, helping keep them on track. To provide comprehensive service, she regularly collaborates with her clients' CPAs, attorneys, and other trusted professionals, ensuring client information remains confidential. Edward Jones is committed to helping create a better future for you and those around you. Many of Katherine's clients are small business owners with whom she develops strategies for business succession, asset growth, and tax reduction.
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TOP 3 KATHERINE PONDER - EDWARD JONES REVIEWS
Great Folks - Amazing people. Good people worth mentioning are Mrs. Katherine Ponder - Great Financial Advisor and Mrs. Colleen Johnson -Branch Office Administrator. Great folks to work with - Amazing, quick, sharp, reliable, intelligent they work really hard and they care even during the vacation how to get things done- always on the go. Find a virtual way to do Webex and what not follow strictly on COVID-19 also. Would recommend across the world. Work on retirement. Planning related to real estate advise etc. This is a long due to send across for them. Thanks.
My tax clients ask me for referrals and I do NOT give them lightly. Katherine Ponder is the ONLY financial advisor that I will recommend to my clients.
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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.