Columbia, SC Investment Service

Truly personal service. A-1.

Have known Brad Blackburn for some time now. He is always quick to help you understand and walk you thru investments, etc. and I believe he has your best interest at he ... more

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

Great team of fantastic people.

Michael Oana came highly recommended to me from an industry colleague. Michael and his team took the time to get to know me beyond my financial needs. They provide excell ... more

Jamie Danford has been helping our family with our investments for nearly 20 years. He is honest and extremely knowledgeable in his field. We always know that he has ou ... more

Reasonable fees for good quality work! Demonstrated Professionalism and trustworthy

Coulter Roberson has been my planner since 2004.  She is absolutely fabulous.  In 2006 I began a 3 year journey though divorce.  Coulter helped me every step of the way. ... more

Sure miss the old staff. Some of These new girls act and look miserable!! No smiles today!!

Paula is an exceptional banker. She is very helpful and took the time to thoroughly explain what she was doing and what would be the most beneficial to me. Turned my day ... more

Had a wonderful experience with Mina. I give 5+++ stars , she was great. Very helpful. By far the best customer service Ive dealt with , doing business with Wells Fargo. ... more

Amazingly bad service. I just called to confirm a certified check that was drawn on this branch. Got an answer the first time and they switched me over to a non-working ... more

Follow-up: Had to make a wire rltransfer today and Celeste made it go smooth and she was very personable and friendly. Whitaker Langley was very helpful helping me setup ... more

LeQuanta lowson did a good for me I am very appreciate

Bob and his team are true professionals. Great service!

I recently merged all of my different 401k accounts. This team did a phenomenal job of tackling all the confusing paperwork, explaining things to me and updating me along ... 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

I had an amazing experience opening up and account and the customer service was excellent

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

Fantastic professionalism, down to earth working relationship.

Cameron and staff are great to work with.

Why in the world is their only one individual working the counter on Friday? I stop in here about once a month and with 2 people in line its a doggone 15 20 minute wait b ... more

Tellers very friendly. Fast service. Great experience!