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“True concierge level wealth management! White glove service. First Class financial planning and advice. If you live in the Charleston area you should definitely schedule an appointment with them.”
“After fighting with PNC and multiple people at different locations for 4 days it straight, It took one phone call and 5 mins of Jacenta's time to help us with the paper we needed! She had it printed and ready to for us to pick up within minutes!”
“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!”
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“Juanita is amazing. She is very informative and helps you understand everything. Wonderful Rep.
Tyra at this branch is also amazing. She creates a wonderful and welcoming environment. Love that for these sometimes, stressful situations.
Thank you ladies!!”