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Showing 1 - 11 of 11 results
ABACUS PLANNING GROUP INC
ABACUS PLANNING GROUP INC
Columbia, South Carolina
11-50 employees
Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R. Holland, CFP®. Everyone at Abacus is here for the same reason – you. Our singular purpose, as individuals and as a firm, is to help you achieve your financial goals and, never to be forgotten, your personal dreams. Financial planning requires both breadth and depth of knowledge. We have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our unique experiences to offer the confident advice, the step-by-step guidance, and the efficient implementation that allow a client to make effortless decisions. Everything we do – and the way we go about doing it – is guided by our mission: to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. Above all, we understand we must hear a client to know a client; and we must know a client to problem-solve for a client. It is so vital to the forming of a beneficial and trusting relationship, we have developed a thorough and revealing “foundation laying” program. Abacus is committed to our clients, to one another and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and our services. Call us, 803.933.0554, or visit our website to see what we are all about.
Retirement Benefits Rank
Market Leading
CORNERSTONE FINANCIAL MANAGEMENT
CORNERSTONE FINANCIAL MANAGEMENT
Columbia, South Carolina
1-10 employees
Provided fee only personal financial planning to individuals and couples. Taught financial seminars.
Retirement Benefits Rank
Market Laggard
COLUMBIA SYSTEMS INTERNATIONAL OF SOUTH CARO
COLUMBIA SYSTEMS INTERNATIONAL OF SOUTH CARO
Columbia, South Carolina
51-200 employees
Columbia, SC-based manufacturer of Columbia Lockers and Columbia Partitions.
Retirement Benefits Rank
Market Laggard
DAVINCI FINANCIAL DESIGNS LLC
DAVINCI FINANCIAL DESIGNS LLC
Columbia, South Carolina
11-50 employees
DaVinci Financial Designs® is an independent financial planning and Registered Investment Advisory (RIA) firm conceived and created, to serve your needs — first and foremost. We begin by understanding you, and what’s important to you. Our goal is to help you create A Financial Life By Design®. Our name and the Vitruvian Man imagery within our logo, embody the comprehensive and integrated nature of our work. They remind us that in building financial designs, our central focus is on you. Then, blending both art and science, our work couples professional advice with leading-edge products, encompassing all the different financial aspects of your life. Each element of the design must be in harmony with the whole, and each part must work in concert with the other. Efficiently. By design. DaVinci Financial Designs® is strengthened by the tools and support we receive through LPL Financial, the largest independent broker/dealer in the nation*. LPL Financial’s strength is exceeded only by their independence. This means that, at DaVinci, we have access to a broad and robust range of offerings, but we remain free to recommend only those products and services which best address our clients’ needs. This commitment to independence helps to preserve the integrity and objectivity of our financial planning advice. It allows us, acting as fiduciaries, to place your needs above product, and even above brand. We’re confident that you will be pleased with the quality and scope of the service and advice you will receive from us. We’d like to schedule time to meet with you, here at DaVinci, to explore how we might be of service to you, your family, or your business. Please contact us, at 803-741-0134 or toll free 855-821-8844, we look forward to assisting you in creating A Financial Life by Design®.
Retirement Benefits Rank
Below Market
PASSIVEINVESTING.COM, LLC.
PASSIVEINVESTING.COM, LLC.
Irmo, South Carolina
51-200 employees
Our team at PassiveInvesting.com acquires large apartment communities, self-storage facilities, select-service/full service hotels, and express car washes to provide an alternative investment vehicle for our investors to enjoy long term passive cash flow.
Retirement Benefits Rank
Below Market
BLACKBRIDGE FINANCIAL SC LLC
BLACKBRIDGE FINANCIAL SC LLC
Irmo, South Carolina
1-10 employees
HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Blackbridge Financial, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Securities are offered through LPL Financial, Member FINRA/SIPC (www.finra.org / www.sipc.org). Blackbridge Financial is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state
Retirement Benefits Rank
Market Competitive
PENDLETON STREET ADVISORS, LLC
PENDLETON STREET ADVISORS, LLC
Columbia, South Carolina
1-10 employees
Own your business. And what it’s worth. In the life of a business, there are financial milestones that mean everything – major transitions and transactions that can make or break the company you’ve worked so hard to build. Navigating these moments is what we do best. Business is a life’s work, and the owner's net worth is usually wrapped up inside it. So leaving your valuation to chance, hear-say, or buyer demands puts personal wealth and livelihood at risk. Helping you take control over the value of your business is the foundation of our services. Along the way, our analytical approach to deep finance will help you scale up your operation with periodic refinements to your capital infrastructure to support longterm growth, all while helping you avoid pitfalls and costly mistakes. When you're ready, we devise a plan that can help you achieve your ideal exit. Whether you choose to sell, navigate a buyout, or plan for succession, our nuanced strategy will help ensure your exit is smooth, sound, and financially advantageous.
Retirement Benefits Rank
Below Market
INKPOINTE FINANCIAL GROUP, LLC
INKPOINTE FINANCIAL GROUP, LLC
Irmo, South Carolina
1-10 employees
Co-founded Inkpointe Financial Group in order to offer a more personalized approach to financial planning for clients in the South Carolina market.For more information, visit www.inkpointe.com.
Retirement Benefits Rank
Below Market
PRESERVATION SPECIALISTS, LLC
PRESERVATION SPECIALISTS, LLC
Columbia, South Carolina
1-10 employees
At Preservation Specialists, LLC, our goal is to help you live your retirement with confidence! We believe if your retirement is free from worry, you can focus on the important things in life. Regardless of your age, retirement should be about discovering your purpose, living with passion, self-reliance, transformation and creative self-expression. Retirement is about being able to do what you want, when you want, where you want, with whom you want, at the time you want, on your terms.
Retirement Benefits Rank
Below Market
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CLARKE & COMPANY BENEFITS LLC
CLARKE & COMPANY BENEFITS LLC
Columbia, South Carolina
11-50 employees
We specialize in employee benefits for companies ranging from 30 to 750 employees. We handle the cost management, customer service and education for all of your core employee benefit plans and your supplemental benefits. With a state wide team we can reach all of your employees with the services that we provide.
Retirement Benefits Rank
Top Benefits
NATIONAL ASSET MORTGAGE, LLC
NATIONAL ASSET MORTGAGE, LLC
Columbia, South Carolina
1-10 employees
National Asset Mortgage, LLC is a company based out of 4350 St. Andrews Rd., Suite F, Columbia, South Carolina, United States.
Retirement Benefits Rank
Market Laggard