I caught Adam on his podcast on the radio, set up a meeting, and have been much more comfortable…read moreand successful with my retirement management ever since. Curran Financial excelled at helping me find my personal comfort zone when it came to exposure and risk tolerance.

From the owner: Call us today for a complimentary copy of Adam's book "The Power of a Plan: Your Politcally…read moreIncorrect Guide to Worry Free Retirement."

Just a review to say thank you to Bill Rader and Lynn who are the best! The most caring and kind…read moreteam of professionals.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Jeremy makes investing so much easier to understand. I was intimidated by trying to figure it all…read moreout. He took the time to help me understand and advise me on what to do. Jeremy is compassionate, knowledgeable and trustworthy.

My husband and I have been working with Jeremy since the turn of the year. We were desperate to…read morehave a better financial plan and have more to say for our money. I specifically wanted someone that wouldn't try to sell me on their particular product (ie Life Insurance). Fast forward four months and we feel 100% better now that we have a solid roadmap for success. We are making a lot of progress and we now have tremendous peace of mind knowing that he truly has our best interest at heart...

As long as you live, do NOT take your car here. They charge by the hour, with each hour becoming…read moremore expensive. You can see the " mechanics" work at a pace that would make a glacier look like a speed track. They will tell you that that have to put your car on a diagnostic even if the issue is obvious to the naked eye. The AAA in Mt Pleasant is much more trustworthy. These guys are thief's.

Terrible customer service!! They used to be so good. The girl that waited on me clearly hated her…read morejob! I have been a AAA member for 20 years. Very disappointing.

I have worked closely together with Nick Fazio for over the last three years with our mutual…read moreclients to help them find their best solutions to creating their Final Estate Plan for Long Term Care Purposes. Nick is professional, knowledgeable and always dependable. He is easy to work with and does the best job possible for his clients best interest. I would highly recommend him for Financial Services as his work is impeccable.

From the owner: We help individuals, families and businesses overcome financial burdens and provide long term…read moresolutions. We offer services such as: retirement planning, living benefits, mortgage protection, 401k rollovers, buy-sell agreements, traditional & Roth IRA's, Simple and SEP's, life insurance, college savings plans and more. Affiliated and accredited to help state and federal government employees across the country with their pensions and retirement plans. In addition, we also have an executive wealth management team to provide an entire spectrum of financial services and programs designed for high-net worth individuals, specialized in growing and transferring generational wealth, tax mitigation, and estate conservation.

I've been a client for approx 5 years. Mike is very thorough, knowledgeable, and caring. He…read moreexplains everything in detail, so you understand exactly what is going on with your money. If it wasn't for Mike, I would be totally lost, and probably broke, carelessly spending and not putting anything aside for my future/retirement. My story in a nutshell - I moved to SC from NY with only the money from the sale of my house. I didn't know how to handle such a large amount, so I ended up buying here and then selling cause I didn't have enough cash on hand. He helped me tremendously. I am forever grateful to him.

From the owner: We help people who are dealing with a significant financial issue, which could be an opportunity…read morewith high stakes, or it could be a financial issue that keeps you up at night worrying.

We had an amazing experience with Christina! She was very responsive and willing to drive back and…read moreforth from Summerville to Kiawah because my husband and I had to explore every possible option and we were indecisive on the part of town we wanted to commit to. We were challenging clients to say the least. Christina walked us through the ins and outs of all the neighborhoods, gave us some great pointers on home construction & design, and showed us what other people our age generally look for when they were shopping in Charleston. She was always able to make time for house showings. We were unable to make our walkthrough, Christina was happy to be there for us and called us via FaceTime. We can't thank her enough for her extensive time, wisdom and expertise in helping us find our lowcountry home. Our memorable conversations, restaurant recommendations, and even a thoughtful move-in gift made this such a special experience. We certainly know who we'll be calling when we're ready for our next move!

From the owner: When I moved to South Carolina more than twenty years ago, I was inspired to walk the real estate…read morepath myself. Now, I'm a champion for buyers and sellers in Summerville, Goose Creek, and Charleston. Commercial. Residential. Investment properties. Regardless of what your goals are you can rest assured I'll do everything in my power to see them come to fruition. At the root of my work is my love for helping people. Your search for an informative, compassionate broker who will champion for you is over. Welcome to South Carolina.

Awful and dishonest people. Do not go near them as they will waste your and everyone else time…read more Actually like guy I was going to work with( Myles Brandt) who ask me which investments I wanted to keep from my incoming portfolio then he doesn't like my list. Instead of working with me to find a solution after lots of paperwork was done by others, the prick decides to go back on his word. Don't trust Myles or Charleston advisors as they are just snakes in the grass. Also they claim they are tied to one fund group but all they want to use is just dimensional funds( doesn't sound like they aren't tied in some way with that fund group