3 Best Financial Services in North Charleston, SC

“Zachary Loraine is a First Command Financial Advisor. He is committed to helping clients consistently make smart, informed financial decisions that are essential to pursuing long-term financial security. 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. 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.”

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“Cove Financial Solutions, founded by Caleb Thompson, who serves as the firm's president. He is passionate about understanding the intricate details of finance and collaborates closely with clients to help them maximize their financial potential. 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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“Katherine Ponder has been a financial advisor with Edward Jones. 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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