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Financial Advisors in South Carolina

Showing 1-4 of 4 advisors

Devyn Bond

Devyn Bond

Rightview Private Wealth

Specialties and Expertise

Cash Flow AnalysisDebt ManagementPortfolio Construction+4

Typical Clientele

Business OwnersEntrepreneurs+9

Pricing Model:

AUM

Number of Clients

110

Years of Experience:

3 years

Wesley Frierson

Wesley Frierson

Rightview Private Wealth

Specialties and Expertise

Portfolio ConstructionRetirement IncomeFamily Governance and Legacy Planning+5

Typical Clientele

RetireesEntrepreneurs+6

Pricing Model:

AUM

Number of Clients

110

Years of Experience:

23 years

Joe Dunat

Joe Dunat

LPL Financial

Specialties and Expertise

High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+3

Typical Clientele

Tech EmployeesCorporate Executives+6

Pricing Model:

Flat Fee

Number of Clients

200

Years of Experience:

22 years

Matt Ritt

Charleston , SC

Matt Ritt

Kinwell

Specialties and Expertise

Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2

Typical Clientele

RetireesBusiness Owners+3

Pricing Model:

AUM

Number of Clients

75

Years of Experience:

14 years

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