EFinancial Advisors

EFinancial Advisors is a financial consultant in Columbia, SC. The firm provides wealth and investment management, financial guidance, and retirement and legacy planning. They serve a diverse range of clients, including high-net-worth individuals, young and multigenerational families, medical and dental professionals, legal professionals, college and professional athletes, non-profits, churches, small business owners, and pre-retirees or retirees. The firm holds a 5.00 rating.

The firm focuses on creating personalized strategies tailored to individual needs and goals, prioritizing long-term relationships built on trust, honesty, and integrity. Their services include managing multi-asset portfolios, specialized windfall planning for events such as business sales or inheritances, and advanced tax strategies like tax-loss harvesting and trust funding. They also provide comprehensive estate planning and ongoing portfolio rebalancing. The professional team includes Managing Advisor Calvin H. Elam, along with financial advisors Barbara L. Davis, Chris Harris, and Hasan Ross-El, supported by client services.

Located on Pickens Street, the office is situated near the Hampton-Preston House Museum and the Hampton-Preston Mansion and Gardens. The location is also a short walk from the Robert Mills West Flanker and the Columbia Bible College memorial site.

The business maintains thorough, well-documented information online, ensuring their details are easily accessible. Their digital presence is well-optimized, making them easy for search engines to read and navigate.

EFinancial Advisors provides dedicated wealth and investment management to help clients in Columbia achieve long-term financial success.

Services:

• Estate Planning
• Insurance Solutions
• Investment Management
• Retirement Planning
• Tax Advisory