3 Best Financial Services in Charleston, SC

“Warren Capital Group is an independent financial planning firm in Charleston, South Carolina. Joe Warren is the founder and CEO of the firm. He founded Warren Capital Group in 2005 after serving as Vice President and Associate Branch Manager at Morgan Stanley. He completed his BA from the College of Charleston and has passed numerous securities exams, including Series 7, 24, 65, and Rule 144. The team at Warren Capital Group helps individuals and institutions throughout the nation. They use their decades of experience to construct and manage investment portfolios, apply lending and mortgage tactics, connect clients with tax preparation experts, and implement proper estate planning. All of these services are necessary to manage wealth properly. Their job is to help clients build capital during their accumulation years and to protect their wealth once they've achieved it.”

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“PGI Financial Services is one of the leading financial consulting firms in Charleston, South Carolina. Paul C. MacDonald is the owner, chief executive officer, and financial advisor of the firm. He has been in the investment and finance industry for over 28 years. Through a combination of conservative advice and tax-saving strategies, he works with clients to help them achieve their ideal life in retirement. His philosophy is that preservation, growth, and income strategies are the keys to financial confidence. At PGI Financial Services, the team's mission is to help their clients achieve financial confidence. They focus on preservation, growth, and income strategies to help ensure their clients won't run out of money in retirement. They aim to help clients leave the legacies they desire and ensure that an unforeseen healthcare crisis doesn't devastate their finances. They are an independent firm providing wealth management and financial services for individuals and businesses.”

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“Commonwealth is a fee-only financial planner in Charleston, South Carolina. The team believes in living a life of significance and helping their clients achieve alignment between their financial goals and what is important to them. The value they provide their clients is their independent advice and a team-oriented approach to creating a personalized financial strategy. They believe making important decisions with their clients helps them define true wealth, enabling them to have a positive impact now and for future generations. 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 what clients care about most. They work diligently to help manage life's complexities with a full spectrum of retirement strategies to create the income needed in retirement. The team wants to help you care for your family, prepare for your future, and define your legacy.”

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