Columbia, SC Financial Consultant

Lindsay is an amazing advisor. She listens to our needs and helps to make a plan for our future!! She is simply GREAT at her job!!!

Positive: Professionalism, Quality, Responsiveness

Charline is extremely knowledgeable! I'd give 20 stars if I could.

Fred has managed money for us for a decade. Both Fred and his team are fantastic! They are very personable, generous and caring. While that's nice, what really matters is ... more

Known Lehe for many years and wouldn't trust anyone else with my future.

A former co-worker referred us to John and we're so glad that we chose him as our personal financial advisor. He has done an excellent job for us by providing outstanding ... more

Deborah and her staff are very friendly and professional. She keeps you updated on everything that's going on with your accounts and makes sure you understand and any cha ... more

Charline is extremely knowledgeable! I'd give 20 stars if I could.

Positive: Responsiveness

I’ve had the best experience so far and I’m only 1 month in. She has held up to every expectation!!

I had a good experience. Everyone I encountered was very pleasant. William was very knowledgeable and he answered questions that I didnt know I even had. I would definite ... more

Ben’s company provides top-notch financial and insurance service for me as well as for my business. I am extremely pleased with the performance of my portfolio of inve ... more

Swype Fast is excellent to work with. From the beginning the setup process was smooth and painless. Their service and responsiveness is second to none. I would highly rec ... more

BCT Income Tax Center made filing my taxes as painless as possible. I absolutely recommend their services and will be sure to use them in the future.

I met Mrs. Green by way of a realtor over 4 years ago. I was interested in buying my first home and wanted to get my credit repaired to start this process. I signed up an ... more

John Whitaker has been my financial advisor for years. His professionalism, communication, and wealth management skills are the best! He has played a major role in helpin ... more

Very bad experience in the downtown branch! Discrimination at it's finest by Ms. Richa, one of the notaries in that branch. Notarized documents are a service that should ... more

This branch is actually staffed with amazing representatives but Im bewildered at how difficult the process is to simply go inside to do business. I can understand the ex ... more

Always a pleasure to work with Rosalyn, she is very professional, courteous and very knowledgeable when you have questions about insurance.

Had a great experience opening an account with AJ today. She made the process very easy and simple. She was knowledgeable and attentive in what my needs/goals were speci ... more

Jane was fast, efficient and very professional! She helped me get my Business bank account back on track after some internal issues. Thank you very much .