Our Recommended Financial Planners

Listing 1 - 3 of 3

 

Choose Category:

 
 
  • The Witz Group
     

    Howard Witz

    Wealth Management Advisor

    Charleston, SC

    Telephone:843-720-9427

    Email:Howie_witz@ml.com

     Visit Website

     

    Howie earned both his undergraduate, as well as his MBA from the University of South Carolina. After completing advanced study, he earned the Chartered Life Underwriter and Chartered Financial Consultant designations. Howie brings over 21 years of experience in the insurance and financial advisory industries.

     
     
  • Merrill Lynch
     

    Mary H Condon Moore

    Vice President, Senior Financial Advisor

    Charleston, SC

    Telephone:(843) 720-9420

    Toll-Free:(866) 218-0447

    Fax:(843) 628-6711

    Email:mary_condonmoore@ml.com

     Visit Website

     

    The Condon Moore Team provides wealth management solutions to affluent individuals and families, corporate executives, business owners, and nonprofit organizations.

     
     
  • Charleston Planning Consultants
     

    Debra Nelson, MSFS, CFP

    Certified Financial Planner

    Charleston, SC

    Telephone:843-577-5130

    Fax:843-577-6903

    Email:debra@betterfinancialplanning.com

     Visit Website

     

    When was your last financial physical? We organize, analyze and our financial prescriptions can address your net worth, tax and investment concerns. Customized financial “snapshots” allow you to see how to pursue your dreams. Visit our web site and schedule your consultation today! Securities offered through LPL Financial, Member FINRA/SIPC

     
     
 
 
Local Community
 
Rental Properties
 

For a Quote...

Quick Quote Image
 
No errors
 
 
No errors
 
 
No errors
 
 
No errors
 
 
 
No errors
 
 
No errors
 
 
No errors
 
 
No errors
 
 
 
secure

Trusted. Experienced. Secure.

 
 

Featured Property:

picture
 




4.0 Bed 3 Bath, Charleston, SC
$574,000
View More

 
 

Home SearchView Featured HomesDream Home RequestHome Value Wizard