PGI Financial Services is a Charleston-based financial planning firm owned and led by Paul C. MacDonald. Paul focuses on helping clients create well-thought-out financial strategies to protect their retirement assets and ensure their money lasts a lifetime. The team of qualified financial professionals is dedicated to helping individuals and families achieve their retirement goals through guaranteed streams of lifetime-increasing income. Their mission is to provide their clients with financial peace of mind by specializing in protection, growth, and income strategies. PGI Financial Services recognizes that a federal employee’s retirement income consists of three components: Federal pension, Social Security, and Thrift Savings Plan. Their Federal Employee Retirement Blueprint can help clients explore all of their options. The firm also assists clients in leaving the legacies they desire and provides protection against unforeseen healthcare crises that could impact their finances.
Best Financial Services in Charleston
Handpicked Top 3 Financial Services in Charleston, South Carolina. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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PGI FINANCIAL SERVICES REVIEWS
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.
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Breakaway Financial Group LLC is one of the leading financial service providers in Mount Pleasant, South Carolina. Their services are designed to help clients achieve their life goals, focusing on assisting early and mid-career professionals and small business owners. As fiduciaries, they are committed to acting in the best interest of their clients at all times. Their clients often gain newfound confidence and clarity about how to use their finances as a tool to achieve their goals. Breakaway Financial Group LLC believes everyone deserves access to holistic financial planning and offers free consultations to interested individuals. Their goal is to help their clients and get the gains they need to make their financial plan a reality as efficiently as possible. They guide their clients in creating a cost-efficient insurance mix.
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BREAKAWAY FINANCIAL GROUP LLC REVIEWS
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.
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Commonwealth Financial Group Inc. is a renowned financial planning firm located in Charleston, South Carolina, that puts clients first by providing impartial, client-focused service. With a team of experienced professionals, Commonwealth Financial Group Inc. caters to both financially inexperienced and seasoned clients, providing the highest quality investment management and financial planning services. They are dedicated to serving their clients' interests through unbiased and purpose-driven advice, taking into account each client's unique vision for their future. Commonwealth Financial Group Inc. is committed to helping clients navigate life's complexities by offering a full range of retirement strategies to ensure a comfortable retirement income. Whether you are caring for your family, planning for your future, or defining your legacy, Commonwealth Financial Group Inc. is there to help you achieve your goals.
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COMMONWEALTH FINANCIAL GROUP INC. REVIEWS
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.
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