COMMONWEALTH FINANCIAL GROUP
225 Seven Farms Drive, Suite 106, Charleston, SC 29492 DIRECTIONS
Since 2000
Here’s The Deal:
Commonwealth is authorized to making what you care about most their top priority by offering unbiased client-centric service. They are committed to serving their clients’ vision through sound, uncompromising, and purpose-driven counsel, empowering them to care for their families, serve their communities and define their legacies. Their team takes a strategic approach to accomplish the things you care about most. They work diligently to help manage life’s complexities with a full spectrum of retirement strategies to create the income you will need in retirement.
SPECIALTY:
Comprehensive Financial Planning, Risk Management, Retirement Planning, Tax Planning, Estate, Charitable Planning, Portfolio Management, Education Planning & Current Financial Position
TBR® Inspection Report:
MONEYCOACH
887 Johnnie-Dodds Boulevard, Suite 213, Mount Pleasant, Charleston, SC 29464 DIRECTIONS
Since 2016
Here’s The Deal:
MoneyCoach is one of the best financial services located in Pleasant. They are part of a movement of holistic financial planners that practice Life-Centered Financial Planning. They help their clients with solutions to help them accomplish their life goals. They believe that everyone deserves holistic financial planning. They are committed to their fiduciary responsibility toward their clients. Their clients often gain sudden confidence and clarity about what they can do to use money as a tool to achieve their life goals. They took the oath to act in your best interest at all times. Contact them to schedule a meeting.
SPECIALTY:
Debt and Cash Flow Management, Estate Preservation, Retirement and Tax Planning, Investment Positioning, Life Risk Management, Insurance Consulting, Transition/Life, College Affordability Planning & Business Consulting
Price: $1000/year
TBR® Inspection Report:
RAYMOND JAMES & ASSOCIATES, INC.
360 Concord Street, Suite 210, Charleston, SC 29403 DIRECTIONS
Since 2009
Here’s The Deal:
Raymond James & Associates, Inc. serves clients with a variety of sophisticated financial planning needs. The company has expanded to serve corporations, institutions, and municipalities through significant capital markets, banking, and asset management services. They offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. They work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey.
SPECIALTY:
Estate Planning, Asset Management, Retirement Planning, Tax Planning, Insurance Planning, Succession Planning & Business Planning