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South Carolina South Carolina

Find Retirement Planners for Retirement Planning in South Carolina

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in South Carolina, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in South Carolina

William Holt, CFP®

Lincoln Financial Advisors Corp.

3 Caledon Court
Suite C

Greenville, SC 29615
(864) 2423637

Bruce Brenner Wood

Hilton Head Capital Partners

7 Lafayette Place
Suite B

Hilton Head Island, SC 29926
(833) 3004427

Roy Janse

DeHollander & Janse Financial Group

3515 Pelham Road, Suite 100

Greenville, SC 29615
(864) 7700220

Jason Noble

Edelman Financial Services, LLC

460 King Street
Suite 200

Charleston, SC 29403
(843) 9522135

Dan Callahan, CFA

Capasso Planning Partners

56 Broad Street
Suite 3C

Charleston, SC 29401
(843) 3108732

Bradley Tunnell

Tunnell Financial

1113 44th Ave. N.Suite 103

Myrtle Beach, SC 29577
(843) 2228964

Bobby Cummings

Cummings Wealth Management Group

1275 Ben Sawyer Blvd.

Mount Pleasant, SC 29464
(843) 8849898

Robert Gardner CLU, ChFC®, RFC

WSG Advisors, LLC

1536 Fording Island Road
Suite 101

Hilton Head Island, SC 29926
(843) 8378562

Robert DeHollander

DeHollander & Janse Financial Group

3515 Pelham Road, Suite 100

Greenville, SC 29615
(864) 7700220

Adam Wiles

Global View, LLC

420 E Park Ave, Suite 303
Suite 303

Greenville, SC 29601
(864) 2720818

List of Additional Retirement Planners in South Carolina*

Jason Thompson - Ameriprise Financial Services, LLC

181 E Evans St
Ste E3

Florence, SC 29506
8436642835

Michele Casey Huddleston - Ameriprise Financial Services, LLC

465 Woodruff Rd

Greenville, SC 29607
8642503000

Bobbi Presper - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438856

Ben Rast - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438990

Lee Bugay - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
8642923770

Greg Downs - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032514818

ASE Financial Advisory Group

9 Buena Vista Way
Suite B

Greenville, SC 29615
8642540032

BFG Advisors

702 East Washington Street

Greenville, SC 29601
8649217444

Daniel C Strecker - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

Stephen West - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032514811

Andrew Rowley - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438847

Barnette & Associates Wealth Management, LLC

310 Memorial Drive
Suite A

Greer, SC 29650
8644695991

Michael Griffin - Ameriprise Financial Services, LLC

152 Laurens St NW

Aiken, SC 29801
8036412192

Timothy Bruce Crain - Ameriprise Financial Services, LLC

514 Main St

North, SC 29112
8032473026

Andrew B Cook - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
8436897219

Ed Shaffer - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
8439710982

Arrow & Bow Wealth Advisors

975 Market Street
#201B

Fort Mill, SC 29708
9802012840

Avron Paul Lesser - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277738

Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645857761

Crescent Financial Group

416 W Main St

Lexington, SC 29072
8033992000

Chou and Hucks - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
8438750564

Ansel Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

David Taylor - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

Richard C Young Jr - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
8439710982

David Tate - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
8037509337

Fitzgerald & Associates

880 S. Pleasantburg Drive
3D

Greenville, SC 29607
8642980010

Kenneth Langford - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
8642703285

Ryan Eugene Westmoreland - Ameriprise Financial Services, LLC

311 Meetze Ave

Lexington, SC 29072
8039571912

Adam Jurewicz - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

Jay Sharp - Ameriprise Financial Services, LLC

709 Long Point Rd
Ste A

Mt Pleasant, SC 29464
8439710982

John B Rush - Ameriprise Financial Services, LLC

1533 Fording Island Rd
Ste 328

Hilton Head, SC 29926
8438371220

Kimberly Kanagy - Ameriprise Financial Services, LLC

592 Cardinal Dr

Aiken, SC 29803
8036420544

Jim Barnes - Ameriprise Financial Services, LLC

201 E Camperdown Way

Greenville, SC 29601
8643707027

Frank Mc Leod - Ameriprise Financial Services, LLC

311 Meetze Ave

Lexington, SC 29072
8038083788

John Ferguson - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557238

Innovative Business Services, LLC

320 Tandem Dr

Greer, SC 29650
8642038515

Michael Matus - Ameriprise Financial Services, LLC

1701 First Baxter Crossing
Ste 201

Fort Mill, SC 29708
8037924770

J Wayne Thompson - Ameriprise Financial Services, LLC

181 E Evans St
Ste E3

Florence, SC 29506
8436642835

Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277700

Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438800

Vista Advisors - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
8037509337

Richard Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
8032557070

Lawton Smith - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707276

Aaron Neal - Ameriprise Financial Services, LLC

1002 Buck St

Conway, SC 29526
8434882192

Rudy Hein - Ameriprise Financial Services, LLC

3015 Dunes West Blvd
Ste 501

Mt Pleasant, SC 29466
8436549126

Julie Hucks - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
8438750564

Frank Mc Guire - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

David J. Grookett, CLU, ChFC

7715 Claudia Drive

Columbia, SC 29223
8037363406

Christopher Kauker - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

David J De Rhodo - Ameriprise Financial Services, LLC

201 Sigma Dr
Ste 300

Summerville, SC 29486
8435943249

Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8007555750

Christopher E Cabri - Ameriprise Financial Services, LLC

422 Main St

Greenwood, SC 29646
8643880828

Van Matthews - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
8642923770

Global View Investment Advisors

420 East Park Avenue
Suite 303

Greenville, SC 29601
8642720818

Hines Wealth Management

125 Wappoo Creek Drive
Building E, Suite 101A

Charleston, SC 29412
8434807986

New York Life, Roger Johansson

914 Richland St
Suite B-201

Columbia, SC 29201
8033762000

William Matthew Mc Ree - Ameriprise Financial Services, LLC

115 McNulty St

Blythewood, SC 29016
8036918181

Wyatt Brothers Financial, LLC

935 S. Main Street
Suite 400

Greenville, SC 29601
8646787041

Investment House on Forest, Inc.

3924 Forrest Drive
Suite 1

Columbia, SC 29204
8037901677

Compass Investment Advisors, LLC

105 South Cedar Street, Suite D

Summerville, SC 29483
8433763544

Carolina Insurance Group, LLC

2511 North Oak Street

Myrtle Beach, SC 29577
8439469915

New York Life: Michael T. Bostick

14 Airport Rd

Greenville, SC 29607
8643462550

The Noblin Company

337B E Saint John St

Spartanburg, SC 29302
8645858215

David Wealth Management Group

801 N. Lake Drive
Suite 200

Lexington, SC 29072
8033860309

The Williams Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438800

Paul J Halvorson - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277719

Alan Lyles - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943445

Terri Murray - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277722

Robert Murrah Wills - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277754

The Wilson Phillips Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438962

The Sutherland Clarke Group - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707265

Jan Jernigan - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438948

Evans Tramount Group - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277740

Hills & Frank & Financial Group LLC

1932 Old Reidville Road

Spartanburg, SC 29301
8645761040

Danny Bufkin - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226808

Meredith Taylor - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438850

Michael Coleman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438807

CrossRoads Financial Group, LLC

5 New Orleans Road
Suite 100

Hilton Head Island, SC 29928
8437859400

Kevin Courtney - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
8436897217

The Rast Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438800

K. Brit Rodgers - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438826

Michael Oana Retirement Planning Specialist

4408 Forest Drive
Suite 2001

Columbia, SC 29206
8037908989

Michael Ross White - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707255

John Routh - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277780

The Fleming Kivett Group - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707279

Hobbs Group Advisors, LLC

1704 Laurel Street

Columbia, SC 29201
8035403034

Stifel | Faust Wealth Management Group

10 Patewood
Suite 425

Greenville, SC 29615
8646796900

Revolutionary Financial Group

25 Clark Summit Drive
Suite 102

Bluffton, SC 29910
8435927379

Daniel Wealth Management

3 North Main Street

Sumter, SC 29150
8037743121

Scott A Robertson - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226807

Walter Kivett - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707279

Byron Williams - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438951

The Richardson Group - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645857761

Roger Kuperman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438920

Joseph Horne - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438969

Steven Potter - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277759

J.Todd Wrenn - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438869

Deirdre Marion - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277755

Jennings Cook Financial Services

1212 Haywood Road
Suite 500

Greenville, SC 29615
8642974700

Cola Wealth Advisors

4580 Sunset Boulevard

Lexington, SC 29072
8037487666

Kevin Barnes - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707259

Carter Babb - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226804

The Crenshaw Group - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943454

Dan M Roach - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438816

Eric Snyder - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277795

Keller Sullivan - Morgan Stanley

3003 N Main St

Anderson, SC 29621
8642226803

Palmetto Coast Wealth Management

3520 West Montague Avenuw
Suite 204

North Charleston, SC 29418
8436477270

EFinancial Advisors

1715 Pickens Street

Columbia, SC 29201
8037999503

Taylor Wootton - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277793

The Peden Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438989

Michael Zechmann - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277749

Working Capital Group LLC

8434067979

Sloan Financial Group LLC

1474 Highway 55 East
Suite 500

Clover, SC 29710
8032222892

Sturkie Wealth Management Group

5080 Sunset Blvd
Ste A

Lexington, SC 29072
8033860307

Gerald Ray Johnson - Ameriprise Financial Services, LLC

880 S Pleasantburg Dr
Ste 1C

Greenville, SC 29607
8643709222

Larkin Watson - Ameriprise Financial Services, LLC

803 Roper Creek Dr

Greenville, SC 29615
8642923770

Gregg C Newman - Ameriprise Financial Services, LLC

121 Arrowwood Rd

Columbia, SC 29210
8037315959

Barry S Capps - Ameriprise Financial Services, LLC

2411 N Oak St
Ste 305

Myrtle Beach, SC 29577
8434440306

Jeff Froman - Ameriprise Financial Services, LLC

3441 Pelham Rd
Ste 102

Greenville, SC 29615
8644517890

Lester Chou - Ameriprise Financial Services, LLC

100 S Main St
Ste O

Summerville, SC 29483
8438750564

Matthew T Perry - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
8037509337

Brad Tapscott - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

T Mitchell Pollock - Ameriprise Financial Services, LLC

100 Shorecrest Dr

Clemson, SC 29633
8646540837

Jody Hyden - Ameriprise Financial Services, LLC

259 Seven Farms Dr
Ste 200

Daniel Island, SC 29492
8432841237

Fifth Third Private Bank - Todd Ripley

31 South Main Street

Greenville, SC 29601
8645582508

Robert G. Davidson Jr. - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438904

Dion Dobranski | Symmetry Financial Group

296 Connemara Dr Unit C

Myrtle Beach, SC 29579
8438555464

Cotton Clarke III - Morgan Stanley

201 East McBee Ave

Greenville, SC 29601
8643707265

Fifth Third Private Bank - James Jones

31 South Main St

Greenville, SC 29601
8645582483

Robert P King Jr. - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943461

Smittie Cooler - Morgan Stanley

600 Main Street

Hilton Head Island, SC 29926
8436897209

Ewing Bellamy Group - Morgan Stanley

200 Meeting Street
Suite 402

Charleston, SC 29401
8437277700

Emily Phillips - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438804

Mary G Crowley - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943468

Fifth Third Private Bank - Gency Kirk

31 South Main Street

Greenville, SC 29601
8645582505

Daniel Joseph Seaman - Morgan Stanley

320 East Main Street
Suite 410

Spartanburg, SC 29302
8645943453

C. Clarke McNair - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438894

Will McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
8033438974