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Find Top Financial Advisors in Greer, South Carolina

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Greer, South Carolina. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Greer

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Qualified Financial Advisors in Greer, South Carolina
Financial Advisor Office Location Phone Number
Robert DeHollander
DeHollander & Janse Financial Group
3515 Pelham Road, Suite 100,
Greenville, SC  29615
(864) 770-0220
Roy Janse
DeHollander & Janse Financial Group
325 Rocky Slope Road, Suite 302,
Greenville, SC  29607
(864) 375-4700
Adam Wiles
Global View, LLC
420 E Park Ave, Suite 303,
Greenville, SC  29601
(864) 272-0818

Information on Qualified Financial Advisors in Greer

Qualifications CRD# 3130256
FirmCRD# 3130256
Series 7, 66


Office Location 3515 Pelham Road, Suite 100,
Greenville,
SC 
29615
Phone Number (864) 7700220

As the founding partner of DeHollander & Janse Financial Group, Rob helps his clients succeed through a personalized approach to financial planning. His passion lies in not only helping his clients achieve their lifetime dreams but in also making sure they enjoy the journey. He builds customized solutions that are as unique as the individual client. According to Rob, "Financial clarity and confidence are the product of solid financial planning". Rob began his financial planning career in 1999 as a financial advisor with American Express Financial Advisors. In order to offer clients independent, objective advice, Rob launched the DeHollander & Janse Financial Group in July of 2009. As a former engineer, Rob knows how to 'run the numbers' but also communicates ideas in easy to understand terms. Rob's practice works with individuals, executives, business owners, and non-profit organizations such as churches and schools. His areas of focus are retirement income planning, portfolio and wealth management, estate planning, insurance and managing retirement plans for businesses.

About DeHollander & Janse Financial Group

We've been helping individuals, families, and corporations in the upstate of South Carolina for more than 20 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that's right for you.



Qualifications CRD# 4568949
FirmCRD# 8032
Series 7, 66


Office Location 325 Rocky Slope Road, Suite 302,
Greenville,
SC 
29607
Phone Number (864) 3754700

Roy's priority is assisting his clients in pursuing their unique financial goals with the greatest confidence. By developing sophisticated financial plans as well as managing customized investment portfolios, Roy and his team help their clients pursue their financial goals with decreased volatility and optimized returns. He has built a strong practice working with individuals, couples, small business owners, and corporations. During the summer of 1996, Roy participated in the 1996 Atlanta Olympic Summer Games as a member of the Canadian sailing team. He and his teammate placed 11th in the two person Tornado catamaran event. As a financial advisor, Roy takes the same high level Olympic performance approach in helping clients identify, plan and achieve their financial goals. Roy began his financial career in 2002 as a personal and business financial advisor for a national firm. Seeking to offer his clients true independent and fiduciary level advice, in July of 2009 he began the independent firm, DeHollander & Janse Financial Group located in Greenville, SC. Since then, he has developed a diverse and talented team of advisors and support personnel to provide the level of investment management, financial planning and service his clients have come to expect. We all have goals and we all have worries. Roy's team can help you accomplish your goals, while doing the worrying for you.

About DeHollander & Janse Financial Group

As experienced wealth consultants located in the upstate of South Carolina, our purpose is to make a difference in the lives of our clients by providing them with exceptional financial planning, wealth management, and retirement planning resources. By using fee-based financial planning, customizing wealth management strategies, and acting in a fiduciary capacity while managing your assets, we help our clients maximize their resources and pursue their lifetime goals.



Qualifications CRD# 4798512
FirmCRD# 145499

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 420 E Park Ave, Suite 303,
Suite 303,
Greenville,
SC 
29601
Phone Number (864) 2720818

Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback. He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005. Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions. Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.

About Global View, LLC

Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries consisting of five Advisors and support staff work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER TM Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs. Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our client's, with the end goal of always helping the client attain their goal. Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?