Double E Financial was great to work with! The best financial planners in Mt. Pleasant!read more

The whole experience was great. Will Brooks Was a very…read morenice and knowledgeable person to deal with made me feel at ease with the decision of my investment, also ended up investing some of my TSP. Was very satisfied with the service that was given great customer service. Would definitely recommend TristateFA

I dealth with Josept Newton - Joey and it was a smooth process for me to refinance my house loan…read more It was faitly smooth and easy due to Joseph. He is extremely profesh in his work and I was able to achieve a smooth transition. Thanks Legend.

Working with Mutual of Omaha was a an absolute pleasure! Manged to close on my home in about 20…read moredays!

Andrew was able to personally assist me and answer all of my questions after damage sustained from…read moreTropical Storm Idalia. I received multiple responses in the same business day and was reminded of why I chose a trustworthy and dependable agent.

Excellent, detailed financial/investment counseling and financial planning. Kudos to Harrington B (…read morelong term client) and new FP Banks M. My wife and I are in good hands for the long haul!

Been with CPP for about 4 years now, nothing but positive things to say. Helped dramatically clean…read moreup and optimize my various portfolios and supported more complex financial planning asks around venture capital, trust administration, and personal company legal questions. As a former wealth manager, I wanted to get away from the negatively incentivized fee structures that major BD/RIA shops have, so a fee only independent RIA like Capasso is the ideal structure for anybody and they have been flawless in helping me get everything I have needed done. Cannot recommend them enough.

One scheduled meeting in 7 months of being signed up with these folks at $1000/quarter. What did we…read moreget out of it: A bunch of pamphlets and a small spreadsheet with a proposed rebalancing that has lost money in 6 months of having a really hot market. Honestly it's remarkable. Save your money and find another shark.

Been doing business with Rob Glasser for years and he always looks our for our family needs. He's…read morebeen doing this for a long time so you know he is in it for the long haul. I was lucky enough to be invited to their Christmas gathering this year and it was spectacular. The brisket was melt in your mouth yum! There was all kinds of variety of food to sample and there was a nice bar as well. This was my first visit to these offices and they are really convenient, right off of 17 in Mt Pleasant. I never knew there were offices back there. Very nice meeting many of his fellow advisors.

If you get free tickets for their presentations, don't believe it. When you call, they put you on…read morea wait list and never call you back to let you know if you can go! If you have free tickets, you should have spaces already allocated to you. So much for free tickets. Frank G.

Matt and Michael have really helped me combine my resources so my retirement looks a lot brighter!…read moreThey really strive to help you understand where your money is going and how to make it work for you. Thanks guys!!!