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Columbia Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Columbia.

Keymone Capital Management
from 4 reviews
    RaShaun M.
    Verified review

    Keymone is a very patient and understanding person. I've always been interested in investing however I didn't know where to start. After hearing people talk about his business I decided to check him out and I have to admit that it's one of the smartest decisions I've ever made. Not only does he have multiple investing strategies that will help you generate more income but he also gives you the one on one coaching that is so essential in helping you grow your financial IQ and become a more knowledgeable investor.

    • 31 years in business
    Angela J.
    Verified review

    He helped me complete a financial plan and start a retirement savings. I also purchased life insurance for my husband, child and me. He was very knowledgeable and and patient. I fully recommend him.

    • 4 years in business

    I, Elliott Bradley, Independent Representative, of Primerica Financial Services teach people how money works so they can make informed decisions about how to take control of their finances. The most excitement of the business is the FNA-Free Financial Need Analysis. Many businesses will not supply the FNA without charging a fee but l shall supply the FNA-Financial Need Analysis for free.


    We are made up of our members. We are a not for profit fraternal financial benefit society. We give back to the community and to our members. Ask me how!


    David L. Maslow is a full-service financial consulting firm dedicated to helping my clients build wealth and protect their hard-earned assets. My firm is completely independent, so my loyalty belongs exclusively to my clients- not to a parent company. My independence enables me to establish working relationships with a number of industry-leading product sponsors and insurance providers whose products I leverage to create customized client portfolios. I recommend only those products and services that can be tailored to suit my clients' unique needs.

    • 19 years in business

    Beckett Financial Group provides a multitude of financial services and income planning solutions. The advisors of Beckett Financial Group specialize in the areas of retirement planning, individual and group life insurance, long term care insurance, group disability coverage, and college savings plans. They are affiliated with over 30 different carriers, allowing them the freedom to tailor individual plans to each client’s specific needs & objectives. Beckett Financial Group – helping make your financial dreams a reality!


    Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.


    Midland Financial Services, LLC is a full service accounting firm. Our experienced staff can provide you with income tax preparation, payroll services, bookkeeping services, and assist you with your investments.


    We are a West Columbia based credit repair, financial consultant and financial planner.

    Hire skilled professionals for absolutely everything.