Walnut Street Securities

Preservation Specialists is an independent financial services firm based in Columbia, SC, dedicated to helping individuals create tailored retirement strategies using a variety of investment and insurance products. Their experienced team focuses on guiding clients through a comprehensive six-step process to ensure their financial goals are met, providing peace of mind as they approach retirement. Led by financial advisor Patrick Strubbe, the firm emphasizes client education through resources such as informative books and media appearances, aiming to empower individuals to make confident financial decisions. With a commitment to personalized service and careful evaluation of clients' unique financial situations, Preservation Specialists seeks to protect and maximize retirement assets for a secure future. Generated from the website

Structure Financial Group LLC is a leading provider of financial strategies for individuals and business owners in the Carolinas. They specialize in helping business owners develop sound strategies for continuing or exiting their businesses, with a focus on collaboration among professional advisers. They also offer tax planning services to help clients reduce future tax liabilities and maximize deductions. For individuals, they provide assistance in managing and protecting assets, offering personalized financial plans to increase success rates and provide for a better retirement and legacy. With a process-oriented approach, Structure Financial Group LLC uncovers opportunities, resolves existing problems, and provides clarity for their clients. They offer a range of products and services tailored to the specific needs of individuals and business owners. Their team of experienced associates is dedicated to understanding clients' financial states and providing recommendations to close gaps, implementing those recommendations, and monitoring the plan on an ongoing basis.Generated from the website

Hall Asset Management Group and Hall Tax Planning Services are affiliated companies based in Columbia, SC, offering a range of financial services including investment management, financial planning, and tax planning. As a Registered Investment Advisor in South Carolina, they aim to provide guidance tailored to individual clients through a collaborative approach with their advisors. All content presented by Hall Asset Management Group is intended for informational purposes, emphasizing the importance of thorough discussions with personal advisors before making financial decisions. The company clarifies that their presence online should not be seen as a solicitation for services outside South Carolina or where prohibited by law. Generated from the website