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“The team (Jamie, Tyler, and Linda) at Runey & Associates Wealth Management are top-tier! We highly recommend Runey & Associates for retirement planning (rollovers, income strategy, tax planning, etc.). Their expertise, clarity, and thoughtful guidance gave us real confidence in our long-term financial future. They took the time to understand our goals, explained every step of the process in a way that was easy to understand, and created a plan that truly fits our needs. What means the most to us is how they treat their clients - with care, integrity, and genuine personal attention. We feel supported, valued, and treated like family. Exceptional professionals.”
8:30AM - 5PM
430 Folly Rd, Charleston
Financial Advising
“Such a wonderful bank! I use United Bank for my business banking and they always come through in such a helpful, accessible, personable way, so much more so than national banks. Fantastic, friendly people and great services. Thank you, United! P.s. special shout out thanks to Kristen on Folly Rd for her kindness and patience with our long notary request.”
“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”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“The office staff is extremely educated and very friendly !!!! My family has been doing business with Edward Jones for approximately 35 years and have always had impeccable care to the best of my knowledge !!!! Thank you Mr. Jay Palin and staff for your patience, understanding and caring during this difficult time. God bless you ❤️❤️?❤️❤️”