Best Financial Services in Charleston

As always, Paul, Carissa, Eve and team welcomed us warmly and professionally. The update of our financial holdings was superb and a thorough explanation of current market volatility was made. Additionally, a new, safe position was explained for additional funds we wish to invest. PGI Financial Services are extremely professional and caring to clients and we are proud to be part of their “family.

Carissa has done an amazing job of taking over while Paul is out. She is warm, easily answers all $ questions, and helped me make financial decisions with clarity and knowledge. She totally put me at ease. Thanks PGI Financial.

PGI Financial is like family, any time I reach out to them I am the priority. My questions are answered within the day. I have had positive results from their guidance.

Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.

Our family has truly benefited from our relationship with Patrick and MoneyCoach. The plans and steps that lead toward financial security based on individual situations are well laid out and explained. Our whole family works with MoneyCoach including both daughters who started money plans at ages 20 and 21. We always receive a quick response when we have a concern or question which is very important to us. MoneyCoach is so much more than financial planning and advice however, and we highly recommend them to anyone wanting assistance regarding nearly all aspects of life and estate planning.

As a young married couple with very little experience in this realm, Patrick at MoneyCoach has been so helpful in navigating our financial situation. His advice has been instrumental in managing our student loan debt, and in helping us to prepare for the future (savings, life insurance, investments, etc.). He was recommended to us by a friend, and now I highly recommend his services as well.

Patrick and the Money Coach team are true professionals. They not only provide typical money management, but also provide a holistic view and support to wealth management, personal finances, and estate planning. End to end service and solution, not just equities trading.

Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.

Britt Gilbert and Ellerie Walker have professionally and ethically handled my investments for years. They give me their best recommendations tailored to my own plans and interests and never make any changes to my overall plan unless they have discussed it with me first. I'm sure I am not their wealthiest client, but they always make me feel like I am. I have recommended Commonwealth to friends in the past and wouldn't hesitate to do so again.

Rates seem fair and consistent with industry. Can negotiate what parts of a package and services you want. Easy access, responsive to questions. Has never aggressively pushed a product, and happy to change size or conditions of any product I've discussed with him. Recommendations have been sound. I've probably got an extra $100k I wouldn't have had if not for advice from this group, and it's early days. Most of this time have been working with Nick, about 10 years now.

Commonwealth is a wonderful operation with great integrity. From Britt, Nick, Ragland to Mike I trust them all with my investments & appreciate them all going above & beyond for me & my family.

Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.