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