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Summerville Financial Planners

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

Data Execs
from 5 reviews
  • 9 years in business
Kathryn P.
Verified review

Max did an exceptional job with my tax records. He is extremely knowledgeable in this field and knows all the fine details to provide the best service. He is very responsive when communicating with him and able to complete tasks quickly. He is professional, kind, and great with simplifying the subject details that are not necessarily in my “scope of practice.” I highly recommend anyone who gets the opportunity to work with him!

Melanie S.
Verified review

David is extremely knowledgeable financial planner. He was extremely thorough and gave us a wonderful overview of our finances and future financial plan. I feel like we are in such a better position going forward. We highly recommend him.

  • 3 years in business

I am very affordable, have flexible hours, and work for YOU...not an organization.


We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.


We provide management, accounting and financial services including, but are not limited to G/L, AP, AR, PR, financial statement preparations, financial modeling, including budgets and forecasting, financial evaluations, etc. We use Quickbooks, Peachtree and Microsoft Office.


I do comprehensive financial planning, from healthcare to retirement, accounting, and tax preparation and planning as well as business consulting for small businesses.


Our personal, collaborative approach with clients truly sets us apart. We get to know you personally - your lifestyle, your passions, and your hopes for the future, and you also get to know us from regular contact and face-to-face advice. And, when a client calls, he'll be able to talk with someone right away, not to an automated phone system. A client can meet and/or talk with us at any time. Each member of our team is familiar with their specific goals, planning and investments, and can aid in providing you the highest quality of service.


We offer financial plans as individual as you are. We, at Charleston Financial Advisors, understand that your investment and financial planning needs are distinctive; you have your own individual objectives and goals. You require a relationship with a firm that promises to place your interests first; a firm with the right professional credentials and with proven experience. Whether you are transitioning into retirement or are just starting to invest, we will assist you in making a plan that is right for you and your lifestyle. We provide a complimentary "get acquainted" meeting to know how to best work together. We have developed our services with flexibility in mind because you are unique. Investment Advice not Sales Charleston Financial Advisors is unique. Since we are financial planners, your investment strategy is driven by your capacity for risk and goals, not the most popular investment trend. Think of investing without a plan as similar to going on a trip without a map; eventually, you’ll get there, but not without a few wrong turns. Investment Management: Our disciplined approach to a long-range perspective to the investment process and investing supplies consistency. Discover how simple your financial life can be. Typically, we’ll identify strategies within these core areas: * Life Values and Goals * Retirement Income Planning * Cash Flow Planning * Risk Management and Asset Protection * Investment Review and Planning * Asset Allocation Strategies Reflecting Your Goals * Education Planning * Estate Tax Planning * Tax Planning

  • 39 years in business

Since 1979 our firm has helped people to plan ahead for a safe, secure and comfortable retirement by creating multiple sources of income through investments. We also assist individuals with providing for their family's financial security in the event of a pre-mature death, and to ultimately leave a more meaningful legacy. We assist our business owner and professional clients to grow their businesses and revenue by attracting, retaining and rewarding some of the best people available in their areas through tax deductible retirement plans such as 401k plans, SEP-IRA's and SIMPLE-IRA's as well as uniquely tailored non-qualified retirement plans.

  • 9 years in business

We are fee-based Registered Investment Advisors who do not have an incentive to sell commission products. We structure our clients investments based in their long-term financial goals using empirical, evidence based portfolios, thereby always doing what is in their best interest.

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