Directory for financial advisors and representatives

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Showing 35 advisor(s) and rep(s)

Trevor AtkinsVisit my website

Expertise: Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Business Risk Management

Languages: English

Location: Summerville SC, 29486

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S. BeallVisit my website

Expertise: Wealth Management, Estate Planning, Business Risk Management, Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Employee and Executive Benefits Planning, Education Funding, Business Valuation Planning, Business Succession Planning, Business Continuation Planning, Investment Strategies

Languages: English, Spanish

Location: Charleston SC, 29403

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Tyler BennettVisit my website

Languages: English

Location: Charleston SC, 29403

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Kirsten BetheaVisit my website

Expertise: Disability Income Planning, Financial Planning, Life Insurance Planning, Investment Strategies, Retirement Income Planning, Retirement Planning

Languages: English

Location: Summerville SC, 29486

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Alwyn CoetzeeVisit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Life Insurance Planning, Retirement Planning, Business Continuation Planning, Education Funding, Disability Income Planning, Long Term Care Planning, Special Needs Planning, Qualified Plan Fiduciary Education

Languages: English

Location: Summerville SC, 29486

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Martim CohenMartim has been a part of the Low-country community for the past 12 years. An alumnus of the College of Charleston, Martim has a passion for people. He believes that everyone deserves an opportunity to be financially secure and this is what drives his motivation to help as many people as he can. Martim specializes in financial planning for families, Business Owners, Attorneys & Sales Executives.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning, Business Risk Management, Business Succession Planning, Education Funding, Estate Planning, Long Term Care Planning, Business Continuation Planning

Languages: English, Spanish, Portuguese

Location: Summerville SC, 29486

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J. Michael Cole

CFP®, CDFA®

A 20-year U.S. Navy veteran and native of Lexington, SC, Michael has been with NM since May 2019. Michael is a graduate of the University of South Carolina. Michael is married to Elizabeth and they have two boys. He is also an active member of the Daniel Island Rotary Club.Visit my website

Expertise: Wealth Management, Retirement Planning, Estate Planning, Investment Strategies, Financial Planning, Business Continuation Planning, Business Risk Management, Business Valuation Planning, Business Succession Planning, Employee and Executive Benefits Planning, Life Insurance Planning, Long Term Care Planning, Education Funding, Disability Income Planning

Languages: English

Location: Mount Pleasant SC, 29486

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Jon CumminsI specialize in working with driven, successful professionals. Our firm looks to add value and increase efficiency in tax mitigation and financial planning.Visit my website

Languages: English

Location: Charleston SC, 29403

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Heyward DerrickI'm committed to helping you pursue to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with stimulating conversations that will be jargon-free. I strive to listen intently and provide you the best experience possible.Visit my website

Expertise: Life Insurance Planning, Disability Income Planning, Business Succession Planning, Financial Planning, Wealth Management

Languages: English

Location: Charleston SC, 29403

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Matthew DorrVisit my website

Languages: English

Location: Summerville SC, 29486

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