National Retirement Planning Experts

National Coverage
Local Professionals

Find Retirement Planners for Retirement Planning in Columbia, South Carolina

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Columbia, South Carolina

profile-image

Tania C. Foster

PlanTrust Wealth Management

140 Wildewood Park Drive
Suite 108

Columbia,SC 29223

803-708-0047

List of Additional Retirement Planners in Columbia, South Carolina*

* Additional advisor listing is provided in partnership with Yext

dummy-image

Ben A. Rast - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8990

dummy-image

Vista Lofts

701 Gervais St.

Columbia, SC 29201
803-739-4892

dummy-image

Investment House on Forest, Inc.

3924 Forrest Drive
Suite 1

Columbia, SC 29204
803-790-1677

dummy-image

Michael Coleman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8807

dummy-image

Roger Kuperman - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8920

dummy-image

Bobbi Presper - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8856

dummy-image

The Palms On Main

1155 Lady Street

Columbia, SC 29201
803-744-9975

dummy-image

Michael Oana Retirement Planning Specialist

4408 Forest Drive
Suite 2001

Columbia, SC 29206
803-790-8989

dummy-image

Hobbs Group Advisors, LLC

1704 Laurel Street

Columbia, SC 29201
803-540-3034

dummy-image

John Ferguson - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7238

dummy-image

J. Todd Wrenn - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8869

dummy-image

Stephen West - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-251-4811

dummy-image

Dan M Roach - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8816

dummy-image

EFinancial Advisors

1715 Pickens Street

Columbia, SC 29201
803-799-9503

dummy-image

Morgan Stanley Financial Advisors

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8800

dummy-image

First Command Financial Advisor - Kyle Harper

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

dummy-image

Ansel Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

The Williams Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8800

dummy-image

Richard Bunch - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

Meredith Taylor - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8850

dummy-image

The Wilson Phillips Group - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8962

dummy-image

Matthew T.S. McFadden - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8964

dummy-image

The Rast McFadden Wealth Management Group - Morgan Stanley

1320 Main Street
Suite 800

Columbia, SC 29201
803-343-8868

dummy-image

Vista Advisors - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

dummy-image

Marcial Briggs - Ameriprise Financial Services, LLC

845 Polo Rd
Ste 1

Columbia, SC 29223
803-419-1577

dummy-image

Byron Williams - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8951

dummy-image

Tyler Priester - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8968

dummy-image

Doug Sheorn - Ameriprise Financial Services, LLC

6 Fish Haul Rd

Columbia, SC 29209
803-782-2121

dummy-image

K. Brit Rodgers - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8826

dummy-image

First Command Financial Advisor - Jason Ramos

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

dummy-image

First Command Financial Advisor - Ryan Gay

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

dummy-image

Adam Jurewicz - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

First Command Financial Advisor - Kendall Matthews

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

dummy-image

First Command Financial Advisor - Scott Mewborne

4406 A Forest Dr
Suite 3

Columbia, SC 29206
803-790-7118

dummy-image

Jan Jernigan - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8948

dummy-image

Greg Downs - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-251-4818

dummy-image

Matthew T Perry - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

dummy-image

Joseph Horne - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8969

dummy-image

Patrick Floyd - Ameriprise Financial Services, LLC

845 Polo Rd
Ste 1

Columbia, SC 29223
803-736-0740

dummy-image

David Taylor - Ameriprise Financial Services, LLC

1320 Main St
Ste 240

Columbia, SC 29201
803-255-7070

dummy-image

Cetera Wealth Partners

7715 Claudia Drive

Columbia, SC 29223
803-736-3406

dummy-image

Gregg C Newman - Ameriprise Financial Services, LLC

121 Arrowwood Rd

Columbia, SC 29210
803-731-5959

dummy-image

Van Hobbs - Ameriprise Financial Services, LLC

845 Polo Rd
Ste 1

Columbia, SC 29223
803-419-1577

dummy-image

David Tate - Ameriprise Financial Services, LLC

1813 Pickens St

Columbia, SC 29201
803-750-9337

dummy-image

Edward Jones - Financial Advisor: Parker Sizemore

4406-A Forest Drive
Suite 4

Columbia, SC 29206
803-738-8362

dummy-image

Edward Jones - Financial Advisor: Dan Gopp

9610 Two Notch Road
Suite 6

Columbia, SC 29223
803-699-4607

dummy-image

Edward Jones - Financial Advisor: Bevan C Weyburn

620 Gervais Street
Suite C

Columbia, SC 29201
803-256-8986

dummy-image

Edward Jones - Financial Advisor: Charles L Rose

3710 Landmark Drive
Suite 107

Columbia, SC 29204
803-782-6431

dummy-image

Edward Jones - Financial Advisor: Elise T Bidwell, CFP®

1020 Wildwood Centre Dr
Suite B

Columbia, SC 29229
803-462-1788

dummy-image

Edward Jones - Financial Advisor: Steve Junis, CFP®

6911 N Trenholm Road
Suite 8

Columbia, SC 29206
803-787-9902

dummy-image

Edward Jones - Financial Advisor: Deborah R McCutchan

100 Forum Drive
Suite 1

Columbia, SC 29229
803-699-3056

dummy-image

Edward Jones - Financial Advisor: Charline A Mayo

4406-A Forest Drive
Suite 4

Columbia, SC 29206
803-738-8362

dummy-image

New York Life, Roger Johansson

914 Richland St
Suite B-201

Columbia, SC 29201
803-376-2000

dummy-image

Edward Jones - Financial Advisor: Heather Whitley

146 Leisure Lane
Suite B

Columbia, SC 29210
803-772-1617

dummy-image

William Sessoms - TD Wealth Relationship Manager

1501 Main Street

Columbia, SC 29201
910-465-6724

dummy-image

Edward Jones - Financial Advisor: Matthew T McGee

3710 Landmark Drive
Suite 107

Columbia, SC 29204
803-782-6431

dummy-image

Edward Jones - Financial Advisor: Jasper Stephenson III

620 Gervais Street
Suite C

Columbia, SC 29201
803-256-8986

dummy-image

Edward Jones - Financial Advisor: Fred Sellers

7 Technology Cir
Suite 475

Columbia, SC 29203
803-699-9341

dummy-image

Edward Jones - Financial Advisor: Gerry Williams Jr

1201 Main St
Suite 1460

Columbia, SC 29201
803-814-2567

dummy-image

Edward Jones - Financial Advisor: Crystal C Masincupp

10149 Two Notch Road
Suite A

Columbia, SC 29229
803-419-1998

dummy-image

Edward Jones - Financial Advisor: Patrick Blewett

2771 Rosewood Dr

Columbia, SC 29205
803-771-7770

dummy-image

Edward Jones - Financial Advisor: Joey Estes

2900 Devine St
Suite A

Columbia, SC 29205
803-799-1070

dummy-image

Edward Jones - Financial Advisor: Steven Junis

6911 N Trenholm Road
Suite 8

Columbia, SC 29206
803-787-9902

dummy-image

Edward Jones - Financial Advisor: John E Martin

7 Technology Cir
Suite 475

Columbia, SC 29203
803-699-9341

dummy-image

Drew Rowley - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8847

dummy-image

Edward Jones - Financial Advisor: Kenneth D Kolb Jr

10149 Two Notch Road
Suite A

Columbia, SC 29229
803-419-1998

dummy-image

Edward Jones - Financial Advisor: Jonathan C Mauffray, CRPC®

1410 Colonial Life Blvd
Suite 170

Columbia, SC 29210
803-731-0056

dummy-image

Edward Jones - Financial Advisor: Mac Senn

101 Westpark Blvd
Ste D

Columbia, SC 29210
803-772-2221

dummy-image

Edward Jones - Financial Advisor: David Wallace

146 Leisure Lane
Suite B

Columbia, SC 29210
803-772-1617

dummy-image

Edward Jones - Financial Advisor: Monty D Faile, CFP®|ChFC®

113 Barton Creek Court
Suite B

Columbia, SC 29229
803-419-2106

dummy-image

Edward Jones - Financial Advisor: Ted Hewitt II

9610 Two Notch Road
Suite 6

Columbia, SC 29223
803-699-4607

dummy-image

Edward Jones - Financial Advisor: David A Holton

113 Barton Creek Court
Suite B

Columbia, SC 29229
803-419-2106

dummy-image

Edward Jones - Financial Advisor: Joel Nesbitt

211 Veterans Rd
Suite C

Columbia, SC 29209
803-708-5442

dummy-image

Edward Jones - Financial Advisor: Joshua B Estes

2900 Devine St
Suite A

Columbia, SC 29205
803-799-1070

dummy-image

Robert G. Davidson Jr. - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8904

dummy-image

Lauren Greene

1212 Main Street

Columbia, SC 29201
803-733-2770

dummy-image

Emily Phillips - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8804

dummy-image

DB Wealth Management

1215 Hampton Street

Columbia, SC 29201
803-937-3433

dummy-image

C. Clarke McNair - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8894

dummy-image

Will McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8974

dummy-image

Virginia McMaster - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8973

dummy-image

Dyadic Financial Management, LLC

115 Atrium Way
Suite 103

Columbia, SC 29223
803-708-4727

dummy-image

Ron K Wilson - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8956

dummy-image

Mark Seals - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
404-266-6037

dummy-image

William Fox - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8896

dummy-image

Tripp Brunson

1212 Main Street

Columbia, SC 29201
803-422-7297

dummy-image

Carl L Truluck - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8932

dummy-image

Adam P. Davis

1212 Main St

Columbia, SC 29201
803-931-1875

dummy-image

Jeryl Salmond - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8987

dummy-image

Gregory T. Risinger

4801 Forest Drive, Suite B

Columbia, SC 29206
803-760-1470

dummy-image

Juanita Vitali-Cox

1212 Main St

Columbia, SC 29201
803-931-1510

dummy-image

Angela Klosterman

1230 Main Street

Columbia, SC 29201
803-733-2092

dummy-image

Laura Richards - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8960

dummy-image

James Bilko - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8971

dummy-image

Frederick D. Iselin - Morgan Stanley

1320 Main St
Ste 800

Columbia, SC 29201
803-343-8820

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

FIND A
FINANCIAL PLANNER

Free Service | No Obligation to Hire

  Your Information is Safe and Secure

Interview top quality financial planners who meet your requirements

paladin-banner
Get Matched With Planners