Companion Financial Services is an independent financial firm based in Columbia, South Carolina, that offers comprehensive financial planning, investment management, retirement planning, and insurance solutions. The firm operates on a client-centric model, focusing on building long-term relationships to help individuals and families achieve their financial goals. While independent, Companion Financial Services is affiliated with Raymond James Financial Services, Inc. and Concurrent Investment Advisors, LLC, utilizing their platforms for securities, investment advisory services, and back-office support.

Founded in

Australia