Connect with Top-Rated Financial Planners in Columbia!

Marion Investment Advisors is a trusted financial services firm that provides personalized investment strategies to help clients achieve their financial goals. With years of experience, our team of professionals offers a range of services including retirement planning, estate planning, insurance, and more. We take the time to understand each client's unique needs and develop tailored strategies to meet their goals. Whether you're looking to grow your account, create income, or preserve wealth, we're committed to helping you achieve what's important to you.

Capital City Financial Partners is a financial services company that provides personalized, holistic planning approaches to help individuals and families achieve their ideal retirements. Their financial advisors will help you discover your retirement goals, understand your fears and risk tolerance, and review your current resources to analyze fees and tax allocation. With their custom strategy, you'll gain confidence in your financial strategy and make informed decisions about your retirement. By leveraging their expertise, you can simplify your retirement process and pursue a plan that aligns with your unique goals and aspirations.

The Templeton Group at Cornerstone Financial Management is a leading financial advisory firm in Columbia, SC, dedicated to helping individuals and families create a plan for financial success. Our experienced advisors take the time to understand our clients' current financial situation, values, career, and family to develop a tailored plan that works toward their financial goals. We offer comprehensive financial planning, retirement planning, investment management, risk management, Medigap, estate planning, college savings, and insurance services.

Dyadic Financial is a financial advisory firm that provides personalized wealth management solutions to individuals and businesses. Our team of experienced professionals offers a range of services, including business planning, endowment management, estate conservation, retirement planning, and risk management. With a focus on putting clients' financial well-being first, we work to align every aspect of their financial plan with their unique circumstances, goals, and aspirations. We strive to empower our clients with the knowledge and guidance they need to make informed decisions and achieve their long-term goals. Whether you're looking to start a financial journey or need ongoing support, our dedicated professionals are committed to helping you navigate life's financial complexities with confidence.

3G Retirement Services, LLC is an independent third-party administrator that supports clients in starting new retirement plans or maintaining established ones. They offer efficient, honest customer service that achieves remarkable results. With over 50 years of combined experience in the retirement plan industry, they take pride in their efforts to establish close, personal contact with each client, providing on-site service and tailored advice to meet personal goals and business objectives. Their services include plan document preparation, nondiscrimination testing, and CPA audit support, among others.

At Jones Financial Services, our goal always remains the same, no matter what type of client we are working with. We strive to give you an accurate picture of your financial situation, allowing you to operate with less stress and more profit. For individuals looking for help with tax filing, we offer a personal touch and precision that is unattainable with do-it-yourself software. For businesses, we provide services that assess overall financial health, and we deliver regular reports that are clear, digestible and actionable.

Trawick Financial Services, Inc. is a leading provider of life insurance, annuities, long-term care, and disability insurance solutions. With over two decades of experience, our team of experts helps individuals and families protect their financial futures. Our commitment to cutting-edge products, innovative sales strategies, and exceptional service has earned us a reputation as a trusted partner for agents and clients alike. We are dedicated to helping our agents build successful careers and our clients achieve their financial goals. From life insurance quotes and policy management to annuity solutions and long-term care planning, we offer a comprehensive range of services to meet the diverse needs of our clients.