Greenville, SC Financial Planner

Only talked with Brian one time on the phone before he made a decision. He didn't ask me if I had cash money to put down, didn't try to add me to the loan. He was not sol ... more

ABSOLUTELY THE WORST EVER DONT DO BUSINESS WITH THEM!!! RACIST N RETALIATE WHEN YOU FILE A Righteous COMPLAINT DUE TO LIP SERVICE NOT CUSTOMER SERVICE Laziest PUKES I EVE ... more

This is my first time working with a financial planner. I was specifically looking for value-based investing and I met with 3 different financial planners before Soverei ... more

Rob, Paul, and the team are absolutely the best. I could not be happier with their services.

Over the years we have had many Accountants and Tax Prep people. Ken goes out of his way to make working with him easy. After moving away, we continued using him by ema ... more

Very knowledgeable, but more importantly, very caring and compassionate men. Their clients matter to them.

Sam has been very helpful with our retirement planning. He is honest and always thinking about ways to grow our assests and keep our tax bill to a minimum. They are res ... more

Beth is a true professional. Highly recommended.

Brian Thomas has taken care of my family and business health insurance needs for years. Service is great. I would never think about changing. Call him today!

Great details, explanations help in understanding of the current issues w/the Financual market place & navigating next steps to allow some comfort, especially when your ... more

Fantastic firm. Danny has not only met but has surpassed my expectations and goals for all of my accounts.

Very bad customer service, also no one answer the phone

My experience with Nachman Norwood has been outstanding. This is a terrific team and they are client focused. I am always grateful for the advice received.

Jennifer and everyone at this location was very nice and great to do business with. Would highly recommend them to anyone.

I must say the customer service here is terrible. They try to talk over u and told me I was lying when I told them mauldin financial didn't delete my bank info. Very unpr ... more

This company has helped us in retirement to increase our income as well as save the principle all while limiting the risk! Now I don't think you could do better anywhere ... more

Larry

What a great bank! I had the pleasure of having Lawanda Sherard help me with a few problems with my business account. Her positivity was what I really liked. The place wa ... more

Love the place and get great help from it.

Experienced, and extremely talented folks that still take the time to listen, research, and just plain care. A long established firm still doing things admirably.

Richard and his team do an excellent job and I would highly recommend them.

Not been there yet.

Great service! She got me and my husband back the max.

Everyone at WCM Global Wealth LLC was expressly professional yet relaxed. A pleasure to do business with

This company is garbage. They are open until 4:00pm, and very proud of it. Looking forward to closing my accounts today and moving my money elsewhere.

We recently made the switch to Hultquist firm, and their knowledge is outstanding. Theyre prompt with responses and clarify any confusion or terms we do not understand. T ... more

Oak Capital is the best!

The process was quick, the mail was slow.

THE ABSOLUTE WORSE!!! STAY AWAY!!! they said they were gonna help consolidate my loans and never sent me any paperwork and they stopped emailing my back and stopped answe ... more