Best Financial Advisors in Rock Hill 2022
We scored 21 Financial Advisors in Rock Hill and Picked the Top 5
Here are the Picks:
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BNA
BNA attends to the wealth management needs of individuals and businesses in Rock Hill. Its team works with clients to help them achieve their financial goals for retirement and homeownership. The business also guides individuals who have undergone divorce to sort out their financial situations. Its accountants prepare tax returns and provide strategies that help people avoid paying unnecessary taxes. BNA was founded in 1977 by Bernie Ackerman. He is a Certified Public Accountant and Certified Financial Planner. Ackerman volunteers for Foundation for Fort Mill Schools.
King Wealth Partners
King Wealth Partners helps Rock Hill residents in achieving financial goals. The firm provides a wide selection of financial planning services, including investment management, employee benefits review, long-term care and insurance guidance, and small business planning. Its professionals assist clients in each step of the process, from initial discussion and strategizing to plan implementation and monitoring. Firm founder and CEO Will King was born and raised in Rock Hill and is a CFP and CFS.
Macaulay & Associates
Macaulay & Associates is a financial and wealth management firm that serves Rock Hill. Its team provides consultative guidance for those who are planning for investment, retirement, estate, and education options. It tailors each plan around factors such as a client's risk tolerance and financial situation, as well as the details behind each investment option. The firm's managing director, David Macaulay, is a CFP and ChFC who also actively participates in community work through organizations and groups like the York County Adult Enrichment Centers.
Palmetto Investment Consultants, LLC
Palmetto Investment Consultants, LLC, serves individuals and businesses in Rock Hill. It helps clients pursue and achieve their financial and lifestyle goals by crafting, implementing, and monitoring retirement plans and investment strategies. The company offers securities through SIPC and FINRA member, LPL Financial, and investment advice through Independent Advisor Alliance. It also has calculators to estimate college savings and determine risk tolerance. John S. Sloop Jr. is a certified financial planner who has been serving the area since 1997.
Vertex Capital Advisors
Vertex Capital Advisors provides financial solutions to individuals and businesses in Rock Hill and the surrounding communities. The firm creates strategies that are in line with its clients' financial resources and goals. It implements plans and strategies to help secure its clients' financial futures, and it continuously monitors and reviews their progress. Other services include charitable giving, estate planning, probate, and trusts. Ross Marynell, a founding member, also works as an investment advisor representative at Advisory Alpha, LLC.