Laurels

Best Financial Advisors in Rock Hill
2022

We scored 21 Financial Advisors in Rock Hill and Picked the Top 5

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Here are the Picks:

BNA

BNA

  • Tax Planning
  • Estate Planning
  • Certified Financial Planner (CFP)

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.

596 Herrons Ferry Rd 5th Floor
Rock Hill, SC 29730

WebsiteInstagram

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

4.4 / 5 ( Best)

Total Reviews:

24 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

King Wealth Partners

King Wealth Partners

  • Certified Financial Planner (CFP)

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.

744 Arden Lane Suite 175
Rock Hill, SC 29732

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

Macaulay & Associates

Macaulay & Associates

  • Certified Financial Planner (CFP)

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.

111 Clebourne Street Suite 130
Fort Mill, SC 29715

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Palmetto Investment Consultants, LLC

Palmetto Investment Consultants, LLC

  • Certified Financial Planner (CFP)

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.

305 Oakland Avenue
Rock Hill, SC 29730

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Vertex Capital Advisors

Vertex Capital Advisors

  • Certified Financial Planner (CFP)

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.

127 Ben Casey Dr. Suite 104
Fort Mill, SC 29708

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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