Find Top Financial Advisors in Hilton Head Island
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Qualifications of Financial Advisor in Hilton Head Island
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| Financial Advisors in Hilton Head Island, South Carolina | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Robert Gardner CLU, ChFC®, RFC WSG Advisors, LLC |
1536 Fording Island Road, Hilton Head Island, SC 29926 |
(843) 837-8562 |
| Jason Noble Edelman Financial Engines, LLC |
4401 Leeds Avenue, North Charleston, SC 29405 |
(843) 952-2135 |
Information on Qualified Financial Advisors in Hilton Head Island
Qualifications
CRD# 2131726
Office Location
1536 Fording Island Road,
Suite 101,
Hilton Head Island,
SC 29926
Phone Number
(843) 8378562
Bob Gardner, president and founder of WSG Advisors, has been a practicing financial advisor for more than three decades. As president, he focuses his experience and knowledge on comprehensive wealth management for retirees and pre-retirees. With a strong background in financial services and insurance, Bob has extensive knowledge in how money works and, more importantly, how to make it work for his clients. Since his college days, he has continually worked to further his professional education and business acumen by attending continuing education classes and becoming a Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and a Registered Financial Consultant (RFC). Bob is committed to helping retirees and pre-retirees live their ideal lives, and as such, has conducted more than 300 seminars and workshops since 1997, as well as more than 4,000 consulting interviews with individuals in or nearing retirement. Bob is a native South Carolinian, and he and his family have been residents of Hilton Head Island since 2004.
About WSG Advisors, LLC
We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. Our Mission Statement is simply the following: In everything we do, we believe in challenging conventional wisdom in traditional wealth accumulation and distribution strategies. In everything we do, we believe in challenging the thinking of the Administration and its strategies for taxing wealth in this country. In everything we do, we believe in creating proven wealth strategies where cash flow generated from these strategies can be exempt from Federal Income taxes under the Internal Revenue Code.
Qualifications
CRD# 5106029
FirmCRD# 104510
Series 7, 24, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
4401 Leeds Avenue,
Suite 225,
North Charleston,
SC 29405
Phone Number
(843) 9522135
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Political Science from Coastal Carolina University. Married to Rachel. They have two children: Avery and Ryan. Jason enjoys watch his Yankees and Ohio State Buckeyes, reading to his daughter every night and traveling.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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