Riverbend Wealth Management - Myrtle Beach, South Carolina

Riverbend Wealth Management

Riverbend Wealth Management is a highly regarded financial services firm located at 1341 44th Ave N # 102, Myrtle Beach, SC 29577, United States. With a dedicated team of experts, they provide comprehensive financial planning solutions tailored to meet individual needs, including financial planning, financial audits, financial consulting, and investment services.

The company is committed to delivering exceptional service and has earned a top-notch reputation among its clients. They offer a range of convenient options, such as online appointments and onsite services, ensuring that clients can access their expertise with ease. Additionally, their facility boasts wheelchair accessibility, including accessible parking, restrooms, and seating, making it inclusive for all.

Jeremy, a key member of the team, has been praised for his extensive knowledge and willingness to share valuable insights with clients. He has successfully guided clients through complex situations, such as capital gains from selling family property, and provided essential advice to avoid potential pitfalls. Many clients have expressed their appreciation for Jeremy's genuine approach and have strongly recommended scheduling a call with him.

With a 5/5 average rating based on 35 reviews on Google My Business, Riverbend Wealth Management has established itself as a trusted leader in the financial services industry. Their commitment to client satisfaction, combined with their expertise and personalized approach, sets them apart from competitors. If you are seeking a reliable and knowledgeable financial partner, look no further than Riverbend Wealth Management.

Specialties: Financial planner, Financial audit, Financial consultant, Investment company, Investment service

Other points of interest:

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Restroom
• Appointments recommended

👍 Reviews of Riverbend Wealth Management

Doug H.

5/5

Jeremy answered my questions around capital gains in terms of selling our family property. He also gave a couple suggestions on what to look for in terms of potential situations to avoid. Jeremy is knowledgeable and I very much appreciated his sharing his knowledge with me. I would recommend having a call with Jeremy.

Jean H.

5/5

We met with Jeremy today for a free consultation. He is awesome! Gave us some great short-term and long-term advice on retirement planning. No sales pitches or pressure to use their services. We really felt like he just wanted to help us. Highly recommend!

John H.

5/5

We have been clients of Jeremy and the Riverbend team for over two years. We continue to be very impressed with the financial planning expertise and customer service provided by Riverbend. They are extremely responsive to all of our questions and concerns. We receive very personalized planning services that take into account all of our unique needs and circumstances. And although Riverbend is a small firm, we are very impressed with their ability to provide services comparable to a large firm through industry partnerships and the use of cutting edge financial planning tools. We couldn’t be happier with our decision to turn to Riverbend for our financial planning and investment service needs.

Carol V. A.

5/5

The first financial firm that I have worked with that worked with me as an individual and not just an account. Everything is explained thoroughly, questions answered, and a very knowledgeable team. I highly recommend them.

Amy H.

5/5

Jeremy Finger was readily available to assist me in the free 15-minute appointment. He listened, obtained the pertinent information, and provided immediate advice. I am very thankful for his assistance and look forward to following up with him on his recommendations.

Emily L.

5/5

Jeremy came highly recommended to us from family members and I’m so glad I took their recommendation! I was not certain at the time that we needed a financial advisor, but after my first meeting with Jeremy, it was clear everyone could benefit from working with a financial advisor. He steered us in the right direction quickly and gave us a detailed, step by step, roadmap of where we were going. He helped us work with what we had in the present to bring big payoffs in the future. Jeremy is a true professional who uses a skillful and calculated strategy to obtain big financial outcomes. Thanks Jeremy for getting us on the path to accomplishing our dreams!

JoAnne P.

5/5

I googled a financial advisor/planner for me to use and found Riverbend Wealth Management and I couldn't have asked for a better person to talk to than Jeremy Finger. I was allotted a 15 minute free consultation and Jeremy spent over that discussing my needs with me and gave me some great pointers to assist me to my retirement goals. Even though, I have to get some of my other financial items resolved before I can start saving for retirement and cannot use this company at this point, it did not stop Jeremy from giving me some excellent advice. As soon as I am ready, I will not go anywhere else for my financial planning/advice other than Riverbend Wealth! Thanks Jeremy!!

Kathy R.

5/5

Truly good people. After watching an excellent session by Jeremy Finger I requested a chat. Not only was Jeremy genuinely interested in my situation he was able to give me a totally new perspective on my business and investments. I hope to see more presentations from Riverbend WM