Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > South Carolina > Summerville > Paul S. Bolen, CFP®
Find the Certified Financial Planner™
Who's right for you.

Paul S. Bolen, CFP®

Cornerstone Financial Strategies, LLC

810 Travelers Blvd
Ste A-1
Summerville, SC 29485-8259
Phone: (843) 875-2133
Fax: (843) 875-1093

Toll-free: (888) 875-2133

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Government & Military
  • Insurance
  • Retirement
  • Long-term Care

 

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.