DaVinci Financial Designs LLC
Run a free full auditContact Information
-
Address
5301 N Trenholm Rd A
Columbia, SC 29206 -
Phone
(803) 741-0134 -
Website
davincifinancialdesigns.com -
Google Reviews
5.0 out of 5 stars from 3 Google reviews
Location
About DaVinci Financial Designs LLC
DaVinci Financial Designs LLC is a financial planner in Columbia, SC. The firm provides comprehensive planning services, including the analysis of insurance, investments, banking, personal wealth, employer-sponsored benefits, social security, pensions, and other government benefits. The firm holds a 5.00 rating based on client reviews.
The firm operates under a philosophy of creating a Financial Life by Design®, focusing on the values and future dreams of each client. The team, led by Principal and Owner Jim Agostini, CFP®, ChFC®, utilizes a multi-disciplinary approach to develop financial strategies. Their process involves reviewing all financial resources and adhering to strict fiduciary standards to integrate various elements into a simple, successful plan. The firm also emphasizes a commitment to information security and privacy through the use of secure platforms and diligent reviews.
Located on North Trenholm Road, the office is situated near the Richland Library Cooper, the City of Forest Acres Court, and the Forest Acres City Hall.
DaVinci Financial Designs LLC is recognized for its thoroughness and the high quality of its professional information. The firm's commitment to client benefits and superior service makes it a dedicated resource for those seeking personalized financial strategies.
DaVinci Financial Designs LLC provides specialized, values-based financial planning to the Columbia community.
Services:
- Estate Planning
- Financial Planning
- Investment Advice
- Retirement Planning
- Wealth Management
Score Summary
BizScoreAI scanned the website davincifinancialdesigns.com on June 16, 2026. DaVinci Financial Designs LLC has a BizScore of 65 out of 100. The website audit behind the SEO score ran on October 26, 2026.
- AI Visibility53 out of 100
- SEO74 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 25 of 25 points, Structured Data 0 of 25 points, Content Readiness 16 of 30 points, AI Trust Signals 12 of 20 points.
Website audit sub-scores (out of 100): On-Page 59, Technical 99, Performance 88, Content 48.
Strengths: 6 checks passed. llms.txt, AI Crawler Access, AI Content Blocking, Q&A Content, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. FAQPage Schema (failed), Content Too Thin (failed), Meta Description (failed), Organization Schema (warning), Speakable Schema (warning), Weak Heading Structure (warning), Author Signals (warning).
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Browse: Businesses in Columbia, SC · Financial Planner in SC · Businesses in SC
AI engine reads
Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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