Stidom Financial Advisors

Stidom Financial Advisors is a financial planner in Columbia, SC. The firm provides retirement planning guidance designed for hardworking professionals in SC, helping clients simplify complex decisions and review pensions and benefits. Their services include managing investments, bonds, common stock, and various retirement accounts such as Traditional, Roth, SEP, and Simple IRAs. They also offer assistance with 401(k) and 403(b) planning, estate plans, and various forms of insurance, including life and long-term care. The firm holds a 5.00 rating based on 2 reviews.

The practice began in 2014 as Greg Stidom Financial Advisors, focusing on a holistic approach to retirement planning. In 2017, Ann Bone joined the practice to learn the established approach to investment advising. Following Greg Stidom's retirement in the spring of 2020, the firm transitioned to Stidom Financial Advisors with Ann Bone serving as the head advisor. The firm utilizes a dynamic planning process that involves periodic meetings and continual re-evaluation of financial strategies to maximize resources through different life stages. Their mission is to empower clients through clear communication and personalized strategies tailored to individual objectives, timelines, and risk tolerance.

Stidom Financial Advisors maintains thorough, well-documented business information available online, and their website is structured so that search engines can read it cleanly.

The firm provides dedicated retirement planning and investment strategies for professionals throughout Columbia.