Financial Advising in Greenville, SC
5 locations found near Greenville
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Financial Advising
Financial Advising
“My husband and I both have a business and Chris ( and his crew) have been helping us with better returns than our previous accountant, he has the knowledge and we can always count on him for any questions or concerns, I am always recommending him with all of my friends who own businesses.”
Financial Advising
“Bailley Group Wealth Management treats you like family, not just like a customer. They are always available and go above and beyond to help me. I can only highly recommend them!!”
Financial Advising
“I've only been to a couple branches just to make a deposit. The Greenville branch is friendly. Clientele of all walks of life and all ages.When I arrived, the gentleman at the front desk was helping a lady set up a CD from her laptop. It's a pretty common opinion that the Schwab website and it's mobile apps aren't modernized as Wealthfront and likeness thereof . I thought it was cool that she was getting helped instead of waiting to enter an office with someone.Also making a deposit was done at the front desk, instead of going into an office like I did at a different branch. Very easy and seamless.It seems too easy to write a bad review of a financial institution today. Money and/or investing can really cause a lot of anxiety. Schwab customer service on the phone, in-branch, and live chat are all top notch in my opinion. More consistent than any other service or app I use!”
Financial Advising
“I felt it was very nice to gather your clients along with staff to meet and mingle. It was good put a face to a voice on the phone of some of the behind the scenes staff.My wife and I enjoyed it.We also learned about Wassill beverage.These types of events can only bolster and strengthen relationships.”