Find the Certified Financial Planner™
Who's right for you.

James M. Danford, III, CFP®, CMFC®

Waddell & Reed, Inc.

200 Center Point Cir
Ste 140
Columbia, SC 29210
Phone: (803) 798-5796 x107
Fax: (803) 798-0182

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Government & Military
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.