Abacus Planning Group

  • Financial Services
  • Columbia SC
  • 40 employees
  • Financial Services
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Company Overview

Headquarters
2500 Devine Street, Columbia SC
Website
abacusplanninggroup.com
Phone
(803) 933-0054
Employees
40
Founded in
1998
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Abacus Planning Group

Abacus Planning Group, located in Columbia, South Carolina, is a fee-only financial planning and investment counsel firm. Led by Cheryl R. Holland, CFP®, the company employs 40 individuals. They provide financial planning and investment counsel services to affluent individuals. Their approach prioritizes collaboration and personalized attention, aiming to empower clients to make informed financial decisions. Abacus Planning Group distinguishes itself through its client-centered philosophy, focusing on understanding individual clients' needs, goals, and dreams. The firm emphasizes comprehensive financial planning, blending expertise in various financial domains. Clients can schedule a consultation by calling 803-933-0554, or they can learn more by visiting the firm's website at abacusplanninggroup.com.

Abacus Planning Group Industry Tags

Financial Independence Planning
Education Funding
Investment Management
Goal Setting
Income Tax Review and Planning
Estate Planning
Cash Flow Management
Financial Services
Financial Advisory Services
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FAQ

What is the location of Abacus Planning Group's headquarters?
The headquarters of Abacus Planning Group are situated at 2500 Devine Street, Columbia SC
What is Abacus Planning Group's phone number?
Abacus Planning Group's contact number is (803) 933-0054.
What is Abacus Planning Group's official website?
The official website of Abacus Planning Group can be found at abacusplanninggroup.com.
What is Abacus Planning Group's current revenue?
As of January 2015, Abacus Planning Group's annual revenue reached $10B.
How many employees does Abacus Planning Group currently have?
Abacus Planning Group employs approximately 40+ people as of January 2015
Which industries is Abacus Planning Group primarily operating in?
Abacus Planning Group operates in the following industries: Finance, Credit
What are Abacus Planning Group's industry tags?
Abacus Planning Group's industry tags include: Financial Independence Planning, Education Funding, Investment Management
When was Abacus Planning Group founded?
Abacus Planning Group was founded in 1998.

Employee Directory

Key Employees

Cheryl Holland

President & Founder

Phone Email

Jon Robertson

Financial Advisor

Phone Email

Marc McQueen

Chief Operating Officer

Phone Email

Siyue Guo

Senior Operations Specialist

Phone Email

Corinne Hanna

Database Administrator and Process Coordinator

Phone Email