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Best Financial Advisors in North Charleston

2023

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Website
North Charleston, SC
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
North Charleston, SC

Why choose this provider?

Need help contacting a Financial Advisor in North Charleston? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
761 Coleman Blvd., Suite E, Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Finance Planning

Why choose this provider?

Runey & Associates is a family-owned wealth management firm that serves clients in North Charleston. It provides personalized counsel on financial planning matters to individuals ages 50 and above. The firm's financial advisors are equipped to assist clients with designing a retirement plan parallel to their unique needs, goals, and budgets. They can also help clients with investment management, tax planning, social security timing, and insurance optimization. The firm's CEO, James B. Runey III, previously worked as an investment banker in New York City.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
78 Ashley Point Drive Suite 201, Charleston, SC 29407
  • Certified Financial Planner (CFP)

Why choose this provider?

Coastal Financial Planning Group is an advisory firm that caters to the needs of the North Charleston metro and its surrounding areas. The firm primarily provides clients guidance and personalized solutions in planning for their retirement. Its team of professional advisors also assists in reviewing taxes and finances, allocating investments, and protecting legacies through estate planning. The Coastal Financial Planning Group has an ISO 9001/2015 certification. It has been in the financial business since 2003.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1311 Chuck Dawley Blvd., Ste 100, Mt. Pleasant, SC 29464
  • Certified Financial Planner (CFP)
  • Finance Planning

Why choose this provider?

Charleston Investment Advisors, LLC, offers personalized strategies to North Charleston locals to maximize their potentials through various aspects of financial life. Its independent advisors assess clients' income, liquidity, time horizon, and risk tolerance to create financial maps they can follow. They create plans to address different areas including helping the family, protecting lifestyle, creating financial comfort, and building a legacy. Stephanie W. Mackara is the principal wealth advisor with two decades of financial services and investment management experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
672 Marina Drive, Charleston, SC 29492
  • Certified Financial Planner (CFP)

Why choose this provider?

Curran Financial Partners is an independent advisory firm that serves North Charleston. Its team of advisors helps clients utilize their money and construct retirement and financial plans that include investments to achieve their financial goals. The other services that it offers involve annuities, asset protection, IRA and 401(K) rollovers, tax-efficient strategies, and life insurance. It also refers clients to trust, probate, and estate planning professionals. Curran Financial Partners specializes in assisting retirees, including war veterans.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (35)
Facebook
4.9 / 5 (28)
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
210 Wingo Way Suite 300, Mt. Pleasant, SC 29464
  • Financial Planning
  • Wealth Management

Why choose this provider?

Legacy Wealth Management serves clients in the North Charleston area and the surrounding communities. The fiduciary firm deals with matters such as tax planning, retirement planning, investment management, and insurance alternatives. It also works on small business financial services, which involve complex tax solutions, general bookkeeping, retirement contribution services, and tax-efficient non-retirement funds allocation. R. Bennett “Benny” Firestone Jr., the president of Legacy Wealth Management, has over 15 years of experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
235 Magrath Darby Blvd. Suite 120, Mt. Pleasant, SC 29464
  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Wealth Management

Why choose this provider?

Bera Wealth Advisors helps individuals and families in North Charleston with their financial goals. Its financial planners craft personalized plans and strategies for clients and implement them using different investment vehicles, such as insurance and stocks. The firm assists those who are looking for means to build and diversify their asset portfolios through its wealth management service. It also works with people needing guidance in preparing for their retirement and estates. The firm supports Beads of Courage, Inc. and the Leukemia & Lymphoma Society - Lowcountry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
235 Magrath Darby Boulevard Suite 140, Mount Pleasant, SC 29464
  • Tax Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Oceanside Advisors offers fiduciary-based investing and financial planning solutions to clients in the North Charleston area. Its staff assists them in creating a net worth statement that provides a picture of their finances. This allows them to identify which debts to prioritize and guides them on their future financial decisions. Oceanside Advisors also handles tax planning, cash flow analysis, and mortgage and student loan planning. Its founder, Johann Kroll, is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
8550 Dorchester Rd, North Charleston, SC 29420
  • Certified Financial Planner (CFP)

Why choose this provider?

Based in North Charleston, Cornerstone Insurance Services and Wealth Advisory offers financial solutions to clients in the local metro. It provides personal portfolio management services based on each client's financial situation and risk tolerance. The firm also offers car, boat, life, disability, and health insurance products. Michael Haskett, the founder and CEO of Cornerstone Insurance Services and Wealth Advisory, established the firm in 2007. He is the co-author of "Baby Boomers Are Demanding More from Their Financial Advisors."

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Facebook
4.9 / 5 (119)
Google
5.0 / 5 (43)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1032 Savannah Highway, Charleston, SC 29407

Why choose this provider?

Lighthouse Wealth Advisors of Charleston, LLC, creates financial plans to help its clients in North Charleston achieve their financial dreams. Its advisors determine the suitable courses of action to meet the customers' needs when dealing with retirement, income, education, and estate planning. They also manage wealth portfolios that cover mutual funds, indexed funds, fixed and variable annuities, and brokerage accounts. Company president Wes McKenna is licensed to provide insurance products in Georgia, North Carolina, and South Carolina.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Website
40 Calhoun St, Suite 310, Charleston, SC 29401
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

MassMutual South Carolina is a financial planning agency that serves individuals and families in North Charleston. It interviews each client to guide them in determining key financial goals, such as retirement savings and education funds. The company's professionals then develop strategies to help clients build their accounts through investments and reduced expenses. They assist in gaining Social Security benefits, tax reduction, and annuity accounts. The agency is part of the Massachusetts Mutual Life Insurance Company. It also caters to business owners and successors of franchises and conglomerates.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Facebook
5.0 / 5 (1)

Website
225 Seven Farms Dr, Suite 106, Charleston, SC 29492
  • Certified Financial Planner (CFP)

Why choose this provider?

Serving North Charleston and the neighboring communities, Commonwealth Financial Group is an independently owned firm that assists clients in fulfilling their long-term financial goals. The company's financial advisors aid individuals, business owners, medical professionals, and their families in making sound financial decisions through services such as risk management, personalized financial and retirement planning, and business succession planning. The firm was founded in 2000 by Britt Gilbert, an Investment Advisory Representative who focuses on portfolio management, financial planning, and individual consulting.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can a financial advisor assist a client going through a divorce in North Charleston?

    Financial advisors can educate clients going through a divorce in North Charleston and assist them in making informed financial decisions. They are able to collect information, develop innovative strategies, and evaluate the family's overall financial situation. Advisors are capable of generating statements of net worth, analyzing cash flow, calculating tax ramifications, and drafting risk assessment reports.

  • Which types of employees in North Charleston can participate in 403(b) retirement plans?

    Educational institutions in North Charleston, including universities, public schools, and colleges, may offer 403(b) retirement plans. Church-affiliated organizations, charitable organizations, and religious institutions can also offer such plans. In addition, the Uniformed Services University of the Health Sciences' civilian staff and faculty, as well as employees of cooperative hospitals and public schools administered by an Indian tribal government, are eligible to participate in 403(b) retirement plans.

  • Can it be advantageous to buy and sell investments by yourself in North Charleston?

    If you prefer to make your own decisions, DIY investing may be for you. You can also save money by not hiring a professional financial advisor in North Charleston. However, DIY investing is fraught with danger. You may overestimate your investing ability, make bad investments, and fail to diversify your portfolio. Taking the time to research and plan a game plan is critical if you want to be successful with the results.

  • Does North Charleston impose a local accommodations tax for rental investments?

    Yes, the metro has a local ordinance that imposes a 2% tax on the gross sales of rental accommodations. Condominiums, bed and breakfast accommodations, recreational vehicle spaces, campgrounds, motels, and inns are some examples of rental investments. Taxes must be paid to the Charleston County Business License/User Fee Department, which is located at 4045 Bridge View Drive in North Charleston, South Carolina. For more information, please call 843-202-6080.

  • What is the easiest way to start investing in stocks in North Charleston?

    Buying mutual funds is the simplest way to begin investing in stocks. Beginner investors in North Charleston can accomplish this by depositing funds into an online investment account that allows them to invest in a variety of stocks. They can also use brokerage firms to invest in a single share of stock. There are also brokerage firms that offer paper trading, which simulates buying and selling stocks before investing with real money.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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