The Carter Agency made turning 65 and going on Medicare so easy! They compared Medicare Supplement…read moreand Medicare Advantage plans for me. Was so easy to get signed up with the plan I needed. If you want local insurance brokers who don't high pressure into a plan, then The Carter Agency Insurance Services is it! They also offer Life, Dental and more. Highly recommend call at 864-412-8400 to experience top quality customer service!

Marvin and Bonnie are the best! You are treated like family and all of your questions are answered…read morequickly. Recommend highly!!!

For seven years now, I have been extremely pleased with the service my family and I have received…read moreat Core Financial Resources. Starting with my families' personal return, we now utilize Dave, Scott and The Core Team for personal investments and business returns. My wife and I enjoy the inviting atmosphere and feel at ease and at home when we go in for any sort of meeting. The staff is most accommodating. From the very first transaction I have felt the service was quick and reliable, just as promised. With so many options available with regard to tax planning, tax prep, tax representation, bookkeeping, payroll and investments... It is rare to find all these services under one umbrella. I highly recommend Core Financial Resources to anyone searching for any of the above mentioned services.

We chose to get our 2016 taxes done at Jackson Hewitt in Easley, SC (operated by Core Financial…read moreResources) at the end of March because of a recent move/multi-state filing and wanted professional tax help. On June 19, 2017 we got a letter from the state saying there was a problem and that we owed over $500 in taxes (which was collected per W-2). I called the phone number on the front of our tax packet which connected us to a Core Financial Resources office in Anderson, SC. I spoke with Bridgett Bennett. She told me to go ahead and email a copy of the letter for her to look over and then she would make an appointment to help us. I emailed the letter to her. The next day, I emailed her asking if she got the letter. She said yes and promised she would call me "tomorrow". The next day I called her after not hearing from her. She said she would call me the next day. We waited a week and never got a call. Not knowing what else to do, I called the national Jackson Hewitt number. They opened a case for me and promised someone would contact me within 24-48 hours. The following day, Dave Patterson of Core Financial Resources (Partner) in Seneca, SC called me. He insisted I drive nearly an hour to drop off my letter because he doesn't have email. I then asked if we could make an appointment with someone specific since we were driving so far and he said no one could research our problem while we waited. I explained my issue with Bridgett blowing me off for a week already since he said both locations were connected. He didn't care. He didn't even sound like he wanted to help us, more like he was forced to help due to my call to the national line. We drove 50 minutes to see Dave today (6/26/17). Our expectation was we would sit down, look at the letter from the state, Dave would call the phone number on the letter to see what they are looking for and then fax the required paperwork to the state to resolve our issue (which has been our experience in the past with other tax preparers). Instead, he said we needed to call and mail in any required paperwork and figure it out on our own. We said we thought by paying to have Jackson Hewitt prepare our taxes that also meant we would get representation from them, if there were any problems. Dave said our issue wasn't a "preparer issue" so he didn't have to help us. He was smiling the entire time that he was being rude to us and offered zero customer service. We were clearly upset and stated that we would likely not use Jackson Hewitt again. Dave said "good, I've already removed you from our system". Obviously, no effort was made at all to fix this situation or to retain us as future Jackson Hewitt customers.

Parker has had our business for less than a year, but we have been with State Farm for over 40…read moreyears. He has been the most attentive and dependable of anyone we have worked with. He has simply told us "I will take care of this problem." and he does exactly that. Our prior agent 'dropped the ball' on a number of occasions. Parker keeps things running smoothly, which is something that is extremely important when it comes to insurance. Definitely a great agent...

Great customer service! Everyone is so eager and ready to help. I can't recommend them enough!read more

Joe is an excellent agent that cares about each and every one of his clients. His staff is…read moreextremely knowledgeable and will help educate you and tailor an insurance plan that will help protect you and your family. Excellent agency!

A total waste of time…read more.. I dropped my tax paperwork off at this establishment on March 1, 2022. By this writing on April 5 they have yet to return any of the three phone messages that I left with the receptionist or the two voicemails. I gave them one more try to call me back by the end of the day or I would be taking my business elsewhere.... and still no response. I made sure that they had my contact information correct as well. The poor receptionist seems to be stuck in the middle. Suddenly when I went to retrieve my paperwork to start searching for a new tax accountant, they indicated they had questions and needed more information. Too little too late Lindley Pettigrew and Company! I strongly suggest finding a different place to get your taxes done.

Excellent tax work. Clean and efficient. I've used them for several years now. Just this year…read morethere was a delay -- but they got the job done eventually. And they're certainly better than the last tax person I had!