Sign in
Trusted Financial Advisors
recommended on social media
Tell us where you need a financial advisor. We'll do the rest.
Relevancy Ranking
1. 
Frequently Mentioned on Social Media
?
Approved Cash Advance
Frequently Mentioned on Social Media
?
Referral from March 3, 2014
Jacqueline A. asked:
I am looking for a financial advisor that can help with retirement, life insuance, FSAs, HSAs...the whole gamut. I do not want to be farmed out to a colleague or...
Stephanie B. replied:
My husband, Jerome Brinkley, can handle everything for you and he is in Charleston. You can email him at brinkleyllc@gmail.com or call him directly st 843.475.0475.
Linda P. replied:
We love Steve Collie w/ Wells Fargo but he is in Tryon, NC.
Ashley L. replied:
Nick Pavia at Commonwealth on Daniel Island is awesome. Brian Brown from CSOL works with him, too.
Lon S. replied:
Dan Parker at Raymond James. They have no "Raymond James" products to push and Dan is a level headed very experienced advisor who hs been in this business for a while. He's my friend and I trust his integrity and ability to understand my goals and risk aversion. At your age "risk aversion" may not be as big a factor but he'll understand and advise on tht as well
Julianne S. replied:
We use Howie Witz at ML and have been nothing but pleased with him. He knows Diane as well!
Mandy S. replied:
I use Jarrod Stokes at northwestern mutual in Columbia. He's awesome and he will stay on top of you until you get your ducks in a row.
Stephanie N. replied:
I've been very pleased with Heath Johnson with Northwestern Mutual here in Charleston.
Marianne S. replied:
Ben Worley at Northwestern Mutual got us all set up. He's been great to work with. He explained everything well and helped me and Jay get the right amount of coverage to meet our specific needs.
Christina M. replied:
Jacqueline Bond Anthony meet Michael Lewis. Mike, meet Jackie.
Derek N. replied:
Tyler Condon with Morgan Stanley
Meg S. replied:
Michael Lewis is my advisor too!
Referral from May 1, 2014
Jesse W. asked:
Any of my friends know/recommend a good financial advisor and not someone who just wants to sell you whole life insurance??
Tron M. replied:
William Christian Everett with Edward Jones. I have known Bill for 6 years and he is excellent. Takes his time and delivers product YOUR family needs, not what he wants to deliver to you. Former Boy Scout Leader for 15+ years and a leader in the community. https://www.edwardjones.com/en_US/fa/index.html&CIRN=309632
Referral from October 27, 2014
Barbara E. asked:
Can anyone recommend a good financial advisor in Aiken, No. Augusta? Trying to hang on to some of me money!
Jessica P. replied:
Julia Walker. Cpa. She might can help. Great with helping with you money.
Emma B. replied:
Sarah Bridges
Valerie S. replied:
Gene McManus Wealth Management
Heather H. replied:
John Travis
Betsy M. replied:
Katy Hartnett Morgan Stanley downtown Aiken in the Alley
Alex M. replied:
Gerald Smith, CFP in Columbia, is great!!
Referral from March 17, 2018
Tibby T. asked:
Looking for a financial advisor/planner! Any local leads would be great! Neighbors are even better!
John B. replied:
Erik Karl
Erica D. replied:
Grier Williford is great!
Courtney B. replied:
Sammy Zingales is excellent.
Fallon P. replied:
Kristin Diggett knows her stuff !!!
Referral from February 19, 2018
Lindsay B. asked:
Graham and I need an accountant and a financial advisor in Charleston, SC. Any suggestions? An awesome accountant is priority #1 . Thanks guys!
Shanequa S. replied:
Harold Singletary!
Joelle B. replied:
For a financial advisor, I highly recommend Jason Stubbings with Baird. He is amazing!!
Kara H. replied:
Juli Reynolds with Elliott Davis!
Referral from January 8, 2015
Garrett W. asked:
Accountant, financial consultant, lawyer versed in small business/sole proprietor setup and development recommendations needed. Thanks....
Jennifer S. replied:
Contact the SBA. They were amazingly great. Seriously. You can set up a meeting with someone (often a business attorney volunteering even) and they can walk you through all of the steps you need and whether they apply to your specific business model. W ith the exception of sales tax (if applicable) most of it can actually be set up online. I have used Webster Rogers for accounting/financial consultant for the last 3 years but I do NOT recommend them anymore since I began working directly with one of the partners.. hunting for a replacement currently...that's my recommendation on who NOT to use:) let me know if you find someone fabulous!
Referral from December 10, 2016
Lorean S. asked:
Can anyone recommend a financial advisor that they trust, and have loved working with? Not looking for someone who just manages accounts -- looking for someone who can...
New Review
Please wait....
Please wait...
