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“I was reluctant to switch financial advisors since I had a 15+ year positive relationship with my prior advisor. However, after doing much research and interviewing several outfits, I couldn't be happier to have found Runey & Associates Wealth Management in Mount P. Jamie and Tyler are smart, responsive and personally engaged in every aspect of servicing their clients. The most important aspect that I respect is that they are trustworthy as well as their sincere desire to creating a mutually successful and productive partnership. Do yourself a favor and take the time to reach out these folks if you are in need of a competent, trustworthy and responsible advisor.”
“I was helped by RJ to complete my 2024 RMD and QCD. He is an excellent listener and does what he says he will in short order. I am thankful to have a great employee with CFP working for me.Ray Mixon, Sullivans ISland”
8:30AM - 5PM
430 Folly Rd, Charleston
Financial Advising
“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!!”
“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!”
“Proud and Happy to be a member of The St. Thomas Isle Business Group. A Business group designed to help promote, sustain, grow, and help businesses thrive in the Point Hope & Cainhoy , Clements Ferry Road corridor.”
8AM - 4:30PM
1032 Savannah Hwy, Charleston
Financial Advising
“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!”
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“7/21/2020First to ReviewGreat Folks - Amazing people.Good people worth mentioning areMrs. Katherine Ponder - Great Financial AdvisorandMrs. Colleen Johnson -Branch Office AdministratorGreat folks to work with - Amazing, quick, sharp, reliable, intelligent they work really hard and they care even during the vacation how to get things done- always on the go.Find a virtual way to do Webex and what not follow strictly on COVID-19 alsowould recommend across the world.Work on retirementPlanning related to real estate advise etcThis is a long due to send across for them.Thankssri”