Top 30 Financial Services Companies in Mount Pleasant

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Below is the list of Top 30 Financial Services Companies in Mount Pleasant ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Mount Pleasant

1. Southstar Capital

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: southstarcapital.com

Company Founded: 2008

Company Size: 51-200

Company Address: 840 Lowcountry Boulevard, Mount Pleasant, South Carolina, United States

Southstar Capital Contact Details

Name Title LinkedIn Phone Email
Bernard Linney President
Paul Evangelist Chief Financial Officer
Brian Cate Assistant Vice President
Melanie Brown Senior Account Manager At Southstar Capital
Seabrook Whaley Controller
Christina Lund Corporate Controller
April Dunlap Closing Manager
Requires/Intent and 4 more Employees
Mortgage & Loan Processing
Document Management & E-signature Solutions
and more

2. Apollon Wealth Management, Llc

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: apollonwealthmanagement.com

Company Founded: 2018

Company Size: 11-50

Company Address: 835 Coleman Boulevard, Mount Pleasant, South Carolina, United States

Apollon Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Gorman Founding Partner And Wealth Management Advisor
Tony Case Wealth Management Advisor
Michael Dolberg Founding Partner And Wealth Management Advisor
Chanice La Touche Account Services Specialist
Suzanne Clark Investment Consultant
Suzanne Moore Executive Assistant
Craig Hemenway Director Of Investments
Requires/Intent
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
and more

3. Simpleselect Patient Finance®

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: simplepatientfinance.com

Company Founded: 2013

Company Size: 1-10

Company Address: 510 Mill Street, Mount Pleasant, South Carolina, United States

Simpleselect Patient Finance® Contact Details

Name Title LinkedIn Phone Email
Simpleselect Patient Sales
Requires/Intent
Accounting Services
Automation & Workflow Optimization
and more

4. Charleston Financial Planning Consultants - Debra Nelson, Msfs, Cfp, Casl

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: charlestonfp.com

Company Founded: 2015

Company Size: 1-10

Charleston Financial Planning Consultants - Debra Nelson, Msfs, Cfp, Casl Contact Details

Name Title LinkedIn Phone Email
Cfpâ D L Nelson Managing Partner
Requires/Intent
Risk Assessment & Mitigation
Risk Management & Compliance
Customer Relationship Management (CRM)
and more

5. Atd

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: atdesk.com

Company Founded: 1988

Company Size: 501-1000

Company Address: 11 Ewall Street, Mount Pleasant, South Carolina, United States

Atd Contact Details

Name Title LinkedIn Phone Email
Jonathan Maguire Owner
Kathryn Stafford Developmental Editor, Atd Press
David Archer Director
Casey Williams Head Trader At Atd
Ben Adair It
Atd Chapter Bay Colonies Chapter
Kirby Gibbs Vice President
Requires/Intent and 21 more Employees
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
and more

6. Moneycoach

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: moneycoachfg.com

Company Founded: 2016

Company Size: 1-10

Company Address: 887 Johnnie Dodds Boulevard, Mount Pleasant, South Carolina, United States

Moneycoach Contact Details

Name Title LinkedIn Phone Email
Patrick Traverse Certified Financial Plannerâ And Founder
Lisa Nee Team Member
Requires/Intent
Legal Compliance & Advisory
Marketing Services
and more

7. Palmetto Broker Partners

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Company Founded: 2014

Company Size: 1-10

Company Address: 1012 Ewall Street, Mount Pleasant, South Carolina, United States

Palmetto Broker Partners Contact Details

Name Title LinkedIn Phone Email
Kevin Barksdale Senior Account Executive
Requires/Intent
Loan Origination & Servicing Platforms
Employee Training & Workforce Development
and more

8. Automoney Title Loans

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Company Size: 11-50

Company Address: 796 Johnnie Dodds Boulevard, Mount Pleasant, South Carolina, United States

Automoney Title Loans Contact Details

Name Title LinkedIn Phone Email
Melissa Sharp Divisional Director Of Operations
Candiss Robinson Manager
Stephanie Huggins Manager
Billy Bradley Branch Manager
Amanda Daniels Assistant Manager
Alexis Faulk Assistant Manager
Requires/Intent
Accounting Services
Asset Management
Investment Advisory
Financial Planning & Retirement Solutions
and more

9. Runey & Associates Wealth Management

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: raawealth.com

Company Founded: 2014

Company Size: 1-10

Company Address: 761 Coleman Boulevard, Mount Pleasant, South Carolina, United States

Runey & Associates Wealth Management Contact Details

Name Title LinkedIn Phone Email
James Runey Founder And Chief Executive Officer
James Palmer Associate Financial Advisor
Linda Runey Chief Operating Officer
Requires/Intent
Mobile App Development For Financial Services
Performance Tracking & KPI Analytics
and more

10. Blue Bear Financial

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: bluebearfinancial.com

Company Founded: 2018

Company Size: 1-10

Company Address: 1012 Ewall Street, Mount Pleasant, South Carolina, United States

Blue Bear Financial Contact Details

Name Title LinkedIn Phone Email
Anthony Kinzie Managing Partner
Paige Glovinsky Financial Advisor
Requires/Intent
Financial Forecasting & Modeling
Insurance & Underwriting Services
Quality Control & Assurance
Investment Advisory
and more

11. Cummings Wealth Management Group

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: cummingswealth.com

Company Founded: 1990

Company Size: 1-10

Company Address: 1275 Ben Sawyer Boulevard, Mount Pleasant, South Carolina, United States

Cummings Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Cfbs Bobby Cummings Founder And President
Requires/Intent
Performance Tracking & KPI Analytics
Wealth Management
and more

12. Morris Financial Concepts

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: mfcplanners.com

Company Founded: 1983

Company Size: 11-50

Company Address: 107 Pitt Street, Mount Pleasant, South Carolina, United States

Morris Financial Concepts Contact Details

Name Title LinkedIn Phone Email
Savannah Cooper Associate Financial Planner
Savannah Cooper Associate Financial Planner
Alison Kustra Client Services
Mimi Huss Financial Business Associate
Requires/Intent
Branding & Public Relations
Data Analytics & Business Intelligence
and more

13. Cmg Financial Charleston

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Company Founded: 1993

Company Size: 501-1000

Cmg Financial Charleston Contact Details

Name Title LinkedIn Phone Email
Hans Meier Senior Loan Originator Nmls# 1203516
Requires/Intent
Performance Tracking & KPI Analytics
Insurance & Underwriting Services
Branding & Public Relations
and more

14. Oak Capital Management, Llc

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: oakcapitalmgt.com

Company Founded: 2011

Company Size: 1-10

Company Address: 501 Wando Park Boulevard, Mount Pleasant, South Carolina, United States

Oak Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Roy Partner
Craig Mcdonald Partner
Requires/Intent
API Integration For FinTech
Employee Training & Workforce Development
Quality Control & Assurance
Hedge Fund & Private Equity Consulting
Mergers & Acquisitions Advisory
and more

15. Mosaic Metrics

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Company Founded: 2019

Company Size: 1-10

Company Address: 1604 Sewee Fort Road, Mount Pleasant, South Carolina, United States

Mosaic Metrics Contact Details

Name Title LinkedIn Phone Email
Holly Barclay Chief Executive Officer And Co-owner
Requires/Intent
Automation & Workflow Optimization
Hedge Fund & Private Equity Consulting
Marketing Services
Accounting Services
Portfolio Management
and more

16. Convergent Financial Group

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: convergentfg.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3850 Bessemer Road, Mount Pleasant, South Carolina, United States

Convergent Financial Group Contact Details

Name Title LinkedIn Phone Email
Jeremy Ellisor Owner And Lead Advisor
Requires/Intent
Credit Rating & Analysis
HR & Talent Acquisition
Document Management & E-signature Solutions
and more

17. Sweetgrass Financial Planning

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: sweetgrassfp.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1516 Nantahala Boulevard, Mount Pleasant, South Carolina, United States

Sweetgrass Financial Planning Contact Details

Name Title LinkedIn Phone Email
Daniel Patterson Owner, Certified Financial Planner
Requires/Intent
Mergers & Acquisitions Advisory
Risk Assessment & Mitigation
Marketing Services
and more

18. Bowen Financial Group

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: bowenfinancialgroup.com

Company Size: 1-10

Company Address: 497 Bramson Court, Mount Pleasant, South Carolina, United States

Bowen Financial Group Contact Details

Name Title LinkedIn Phone Email
Brandon Bowen Chief Executive Officer And Founder Of Bowen Financial Group
Requires/Intent
Technology Consulting
Performance Tracking & KPI Analytics
and more

19. Fusion Capital

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: fusioncapital.net

Company Size: 11-50

Fusion Capital Contact Details

Name Title LinkedIn Phone Email
Sara Webster Administrative Director
Requires/Intent
AI-powered Financial Insights
Tax Planning & Strategy
Fraud Detection & Prevention
Quality Control & Assurance
and more

20. Pmc Mortgage

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Company Size: 1-10

Pmc Mortgage Contact Details

Name Title LinkedIn Phone Email
Henry Savage President And Owner
Charlie Barrow Manager
Will Savage Mortgage Loan Originator
Charles Barrow Senior Loan Officer
Donny Daniels Loan Officer
Requires/Intent
AI-powered Financial Insights
Document Management & E-signature Solutions
API Integration For FinTech
and more

21. Eagles Coast Securities, Llp

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: eaglescoast.com

Company Founded: 2017

Company Size: 1-10

Company Address: 782 Johnnie Dodds Boulevard, Mount Pleasant, South Carolina, United States

Eagles Coast Securities, Llp Contact Details

Name Title LinkedIn Phone Email
Karyn Swider Finance And Business Development Intern
Requires/Intent
Risk Assessment & Mitigation
Data Analytics & Business Intelligence
Document Management & E-signature Solutions
Marketing Services
and more

22. Moody Associates, P.a.

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: moodyassociates.net

Company Founded: 2002

Company Size: 11-50

Company Address: 1470 Ben Sawyer Boulevard, Mount Pleasant, South Carolina, United States

Moody Associates, P.a. Contact Details

Name Title LinkedIn Phone Email
Joseph Williamson Auditor
Requires/Intent
Employee Training & Workforce Development
Risk Management & Compliance
Branding & Public Relations
Mobile App Development For Financial Services
and more

23. J. Benjamin Financial

Industry: Financial Services

Location: Mount Pleasant, South Carolina

Website: jbenjaminfinancial.com

Company Founded: 2016

Company Size: 1-10

Company Address: 498 Wando Park Boulevard, Mount Pleasant, South Carolina, United States

J. Benjamin Financial Contact Details

Name Title LinkedIn Phone Email
Jan Kuha President
Requires/Intent
Employee Training & Workforce Development
Investment Advisory
and more
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Mount Pleasant Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bernard Linney Southstar Capital President
2 Paul Evangelist Southstar Capital Chief Financial Officer
3 Brian Cate Southstar Capital Assistant Vice President
4 Melanie Brown Southstar Capital Senior Account Manager At Southstar Capital
5 Seabrook Whaley Southstar Capital Controller
6 Christina Lund Southstar Capital Corporate Controller
7 April Dunlap Southstar Capital Closing Manager
8 Robert Gorman Apollon Wealth Management, Llc Founding Partner And Wealth Management Advisor
9 Tony Case Apollon Wealth Management, Llc Wealth Management Advisor
10 Michael Dolberg Apollon Wealth Management, Llc Founding Partner And Wealth Management Advisor
11 Chanice La Touche Apollon Wealth Management, Llc Account Services Specialist
12 Suzanne Clark Apollon Wealth Management, Llc Investment Consultant
13 Suzanne Moore Apollon Wealth Management, Llc Executive Assistant
14 Craig Hemenway Apollon Wealth Management, Llc Director Of Investments
15 Simpleselect Patient Simpleselect Patient Finance® Sales
16 Cfpâ D L Nelson Charleston Financial Planning Consultants - Debra Nelson, Msfs, Cfp, Casl Managing Partner
17 Jonathan Maguire Atd Owner
18 Kathryn Stafford Atd Developmental Editor, Atd Press
19 David Archer Atd Director
20 Casey Williams Atd Head Trader At Atd
21 Ben Adair Atd It
22 Atd Chapter Atd Bay Colonies Chapter
23 Kirby Gibbs Atd Vice President
24 Patrick Traverse Moneycoach Certified Financial Plannerâ And Founder
25 Lisa Nee Moneycoach Team Member
26 Kevin Barksdale Palmetto Broker Partners Senior Account Executive
27 Melissa Sharp Automoney Title Loans Divisional Director Of Operations
28 Candiss Robinson Automoney Title Loans Manager
29 Stephanie Huggins Automoney Title Loans Manager
30 Billy Bradley Automoney Title Loans Branch Manager
31 Amanda Daniels Automoney Title Loans Assistant Manager
32 Alexis Faulk Automoney Title Loans Assistant Manager
33 James Runey Runey & Associates Wealth Management Founder And Chief Executive Officer
34 James Palmer Runey & Associates Wealth Management Associate Financial Advisor
35 Linda Runey Runey & Associates Wealth Management Chief Operating Officer
36 Anthony Kinzie Blue Bear Financial Managing Partner
37 Paige Glovinsky Blue Bear Financial Financial Advisor
38 Cfbs Bobby Cummings Cummings Wealth Management Group Founder And President
39 Savannah Cooper Morris Financial Concepts Associate Financial Planner
40 Savannah Cooper Morris Financial Concepts Associate Financial Planner

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