Financial Advising in Charleston, SC

10 locations found near Charleston

“I am thankful to have done business with Terrell at this branch. I’ve missed the days where my business feels appreciated somewhere. Terrell has gone above and beyond to make sure I feel welcomed as a customer. I originally went there to open a business account and after being treated so well, I’ve closed a long time account I had with the credit union, and moved my personal account to United Bank as well. The bank manager was also super pleasant. If your looking for a bank to do business with, make sure to check out this branch and ask for Terrell!!”

4.2 Good13 Reviews

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

3.7 Good3 Reviews

“When my wife and I were about to get married over four years ago, we decided to seek out a financial planner. We were so lucky that Clay Abel at Lighthouse Wealth Advisors was recommended to us. We can tell that he truly has our best interest at heart. He has given us sound advice on many financial matters, and he has helped us make important decisions about budgeting, various insurance policies, and retirement planning. He is thorough and takes the time to meet with us to make sure we understand the details about our financial future. We highly recommend his services!”

0 Na3 Reviews