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Best Financial Planners in Summerville, South Carolina

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Claimed listings first, then by BizScore. How we score

6Financial Planners scored in Summerville
62Average BizScore
71Top BizScore
33%AI Visibility 50 or higher
74Average SEO score
5.0Average Google rating (5 rated)

Top Financial Planners in Summerville

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Showing 1-6 of 6 Financial Planners listings in Summerville, SC · page 1 of 1

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Salley Wealth Advisors Group, LLC website

Score breakdown

AI Visibility62
AI Ready-
SEO82
Freshness-
  • Financial Planner
  • Summerville, South Carolina
  • (843) 875-3145
  • salleywealthadvisors.com

Salley Wealth Advisors Group, LLC is a financial planner in Summerville, SC, located at East Richardson Avenue. The firm serves families and small businesses in Summerville and the surrounding Charleston area, offering fee-based wealth management, retirement...

Category rank by BizScore: #1 of 5 Financial Planner listings in SummervilleScores updated Sep 21, 2026

#2Scipio Financial - Financial Advisor: Terry Scipio

5.0 Google rating · 100 reviews

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Scipio Financial - Financial Advisor: Terry Scipio website

Score breakdown

AI Visibility54
AI Ready-
SEO75
Freshness-
  • Financial Planner
  • Summerville, South Carolina
  • (843) 830-0019
  • scipiofinancial.com

Scipio Financial - Financial Advisor: Terry Scipio is a financial planner in Summerville, SC, providing tailored retirement, investment, wealth, and estate planning services to individuals, families, and professionals across various industries. Service...

Category rank by BizScore: #2 of 5 Financial Planner listings in SummervilleScores updated Sep 26, 2026

#3Cornerstone Financial Strategies of Summerville

5.0 Google rating · 1 review

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Cornerstone Financial Strategies of Summerville website

Score breakdown

AI Visibility48
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Summerville, South Carolina
  • (803) 462-4396
  • cornerstonecolumbia.com

Cornerstone Financial Strategies of Summerville: Cornerstone Financial Strategies is a financial planner in Summerville, SC. The firm provides custom financial planning and investment management to individuals, families, and businesses. Their services include retirement planning, college planning, estate...

Category rank by BizScore: #4 of 5 Financial Planner listings in SummervilleScores updated Sep 21, 2026

#4PGI Financial Services of Summerville

5.0 Google rating · 1 review

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PGI Financial Services of Summerville website

Score breakdown

AI Visibility37
AI Ready-
SEO83
Freshness-
  • Financial Planner
  • Summerville, South Carolina
  • (843) 284-0370
  • pgifinancial.net

PGI Financial Services of Summerville: PGI Financial Services of Charleston is a financial planner in Charleston, SC. The firm provides specialized services including financial planning, Medicare assistance, and estate planning. They serve individuals and families by focusing on wealth and asset...

Category rank by BizScore: #39 of 88 Financial Planner listings in SummervilleScores updated Sep 22, 2026

#5First Command Financial Advisor - Dave Thompson, CFP®

5.0 Google rating · 21 reviews

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First Command Financial Advisor - Dave Thompson, CFP® website

Score breakdown

AI Visibility44
AI Ready33
SEO70
Freshness-
  • Financial Planner
  • Summerville, South Carolina
  • (843) 871-0383
  • firstcommand.com
Scores updated Oct 25, 2026

#6Hollifield Financial Group, LLC

4.8 Google rating · 18 reviews

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Hollifield Financial Group, LLC website

Score breakdown

AI Visibility31
AI Ready40
SEO60
Freshness100
  • Financial Planner
  • Summerville, South Carolina
  • (843) 900-3099
  • hollifieldfinancial.com

Hollifield Financial Group, LLC is a financial planner in Summerville, SC. The firm provides investment planning, income planning, estate and legacy planning, healthcare planning, and tax planning services. It holds a 4.80 rating based on 18 reviews. The firm...

Category rank by BizScore: #5 of 5 Financial Planner listings in SummervilleScores updated Sep 26, 2026
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What the Data Shows for Financial Planners in Summerville

33% of the 6 financial planners we measured in Summerville reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 46, compared with an average SEO score of 74.

The average Google rating across 5 rated financial planners is 5.0, and the median listing has 18 reviews.

None of the 6 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 25, 2026. What each score measures: How We Score.

BizScoreAI compares 6 financial planners in Summerville, South Carolina by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Summerville ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Summerville, South Carolina does BizScoreAI track?

6 financial planners in Summerville currently meet the profile-quality bar for this page, with an average BizScore of 62 and a top score of 71.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 33% of measured financial planners in Summerville score 50 or higher.

Is being listed free?

Yes. Every financial planner in Summerville is listed and scored for free, and claiming a listing is free too.