Expertise.com

Best Financial Advisors in Rock Hill

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2023
Laurels

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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Rock Hill, SC
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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
Google
3.2 / 5 (15)

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Expertise.com Concierge Service logo
FEATURED
Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Rock Hill, SC

Business Description

Need help contacting a Financial Advisor in Rock Hill? 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!

BNA logo
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License Verified:

License: 39326

Investment Adviser Public Disclosure Database, SEC

BNA

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596 Herrons Ferry Rd 5th Floor, Rock Hill, SC 29730
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 39326

Investment Adviser Public Disclosure Database, SEC

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
4.1 / 5 (16)
Facebook
4.8 / 5 (9)

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
King Wealth Partners logo
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License Verified:

License: 306661

Investment Adviser Public Disclosure Database, SEC

King Wealth Partners

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744 Arden Lane Suite 175, Rock Hill, SC 29732
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 306661

Investment Adviser Public Disclosure Database, SEC

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 (13)

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
Palmetto Investment Consultants, LLC logo
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License Verified:

License: 2499839

Investment Adviser Public Disclosure Database, SEC

Palmetto Investment Consultants, LLC

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305 Oakland Avenue, Rock Hill, SC 29730
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 2499839

Investment Adviser Public Disclosure Database, SEC

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
Vertex Capital Advisors logo
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License Verified:

License: 5882004

Investment Adviser Public Disclosure Database, SEC

Vertex Capital Advisors

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127 Ben Casey Dr. Suite 104, Fort Mill, SC 29708
  • Certified Financial Planner (CFP)

Business Description

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.

License Verified:

License: 5882004

Investment Adviser Public Disclosure Database, SEC

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)