Abacus Planning Group

Wealth Managers Department

South Carolina
Current View:

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Columbia-based Abacus Planning Group offers assistance with a range of financial planning and wealth management matters, including estate planning, investments and charitable planning. A source praises their client service, saying: "They're very responsive, they keep clients well informed, they meet them frequently, they explain things well and they have a very caring attitude."

Local commentators hold in high regard the firm's founder, Cheryl Holland, and her team. "I think very highly of her and her organisation," says an interviewee, adding: "They are good at what they do but you also look forward to meeting with them. They have very good team members and bring a lot to the table." Another commentator says: "Cheryl Holland is the principal there. They are very thorough and take a holistic approach to financial planning and wealth management. They cover the waterfront for everything a client would need - estate planning, income tax returns, insurance issues and investment planning. For a client looking for that level of service they do the best job."

Key contact:

Cheryl R. Holland