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BEST RATED CHARLESTON, SC FINANCIAL SERVICES

3 Best Financial Services in Charleston, SC

Expert-recommended 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. You deserve only the best!

PGI Financial Services - Charleston, SC Financial Services - Portrait
PGI Financial Services - Charleston, SC Financial Services - Professional Team Image
PGI Financial Services - Charleston, SC Financial Services - Office Image
Best Financial Services in Charleston SC - PGI Financial Services video
3+ YEARS IN TBR
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PGI FINANCIAL SERVICES

(4.8 Score)
2467 Savannah Highway, Suite 520,
Charleston, SC 29414 Directions

Since 2004

Specialty:

✓Asset Preservation Strategies ✓Life Insurance ✓Income Tax Minimization Strategies ✓Long-term Care Strategies ✓Retirement Income Strategies ✓Wealth Management ✓Annuities ✓Investments ✓IRA/401(k) Rollovers ✓Guaranteed Lifetime Income Benefits ✓IRA Legacy Planning ✓Qualified Charitable Distributions ✓Trusts ✓Probate ✓Charitable Giving ✓Estate Planning ✓Tax Planning

“PGI Financial Services' goal is to provide their clients with income optimization strategies to help leave the legacies they deserve and ensure that some unforeseen health crisis may not impact their finances. Paul C. MacDonald is the owner of PGI Financial Services. He is focused on helping clients create financial strategies to preserve their retirement assets and help ensure their money lasts a lifetime. Paul has been in the investment industry for nearly 30 years. A retired U.S. Naval officer, Paul holds the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Enrolled Agent (EA). His philosophy is that preservation, growth, and income strategies are the key to financial confidence. The team behind PGI Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.”

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License #648880

Price:

Investment Advisory Services Upto 2.5%

Contact:

(843) 284-0370

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Warren Capital Group - Charleston, SC Financial Services - Portrait
Warren Capital Group - Charleston, SC Financial Services - Professional Team Image
Warren Capital Group - Charleston, SC Financial Services - Professional Portrait Image
Best Financial Services in Charleston SC - Warren Capital Group video
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WARREN CAPITAL GROUP

(4.8 Score)
32B Cooper Street,
Charleston, SC 29403 Directions

Since 2005

Specialty:

✓Financial Planning and Advice ✓Wealth Management ✓Retirement Plans 401(k) and Simple IRA ✓Tax Preparation and Filing ✓Portfolio Monitoring ✓Charitable Giving Strategies ✓Estate and Legacy Planning

"Warren Capital Group is a nationally trusted wealth management firm dedicated to serving individuals and businesses across the country. They take full responsibility for managing their investments with care, integrity, and transparency. Joe Warren is the founder of Warren Capital Group. He received his BA from the College of Charleston and has completed numerous securities exams including the Series 7, 24, 65, and Rule 144. Warren Capital Group sits down with each company and assesses the benefits of each type of plan for both the company and their employees. Their wealth management practice has discipline at its core and is designed to help their clients grow and protect their net worth.

2026 Highlights: Warren Capital Group offers events and podcasts to discuss their entrepreneurial journeys and how to succeed in both life and business."

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License CRD #137449

Price:

Annual Advisory Fee 2.50% For Assets Upto $500,000
Annual Advisory Fee 2.25% For Assets
From $500,000
Upto $999,999
Annual Advisory Fee 1.75% For Assets
From $1,000,000
Upto $5,000,000
Annual Advisory Fee 1.25% For Assets
Over $5,000,000

Contact:

(854) 246-8881 (843) 608-0862

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Commonwealth Financial Group - Charleston, SC Financial Services - Office Image
Commonwealth Financial Group - Charleston, SC Financial Services - Office Interior Image
Commonwealth Financial Group - Charleston, SC Financial Services - Company Logo
Best Financial Services in Charleston SC - Commonwealth Financial Group video
5+ YEARS IN TBR
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COMMONWEALTH FINANCIAL GROUP

(4.8 Score)
225 Seven Farms Drive, Suite 106,
Charleston, SC 29492 Directions

Since 2000

Specialty:

✓Comprehensive Financial Planning ✓Estate Planning ✓Risk and Portfolio Management ✓Charitable Planning and Retirement Planning ✓Tax and Education Planning ✓Asset Allocation ✓Tax-efficient Investment Strategies ✓Medicare

"Commonwealth Financial Group is committed to assisting clients in managing their finances effectively, empowering them to enjoy a fuller life experience. Their financial planning goes beyond money to consider the life experiences that make it all worthwhile for you and those you love. 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 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.

2026 Highlights: Commonwealth Financial Group team provides customized approach and ensures that you have access to their full capabilities and all the knowledge and resources they offer."

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License #47351

Contact:

(843) 884-4545 (888) 858-5213

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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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”.

We LOVE PGI; both Paul and Carissa are exceptional to work with. They have benefited us in a myriad of ways. They are genuinely kind people, and ultimate professionals. They seek to enrich their clients in every way possible..! They have exceeded our expectations. More importantly, we now call them friends. I couldn't say enough about their expertise, and customer care..! Love you all.

They are so personable and knowledgeable. I feel very safe with them taking care of my assets and investments.

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WARREN CAPITAL GROUP REVIEWS

I’ve had a fantastic experience working with Warren Capital Group, specifically Parker Allen. I’ve been working with them for 5+ years and I can confidently say Parker and Warren Capital Group are extremely knowledgeable and professional. They’ve helped me make significant progress towards my financial goals, and have always been available to answer any questions I have. I highly recommend their services to anyone in need of building their financial portfolio.

Joe Warren and his team of professionals have been my investment advisors for over 20 years. I appreciate their thoughtful approach to investing and their availability. We have gone through bull and bear markets together, and I always know they have my back. I cannot recommend Warren Capital highly enough.

Very knowledgeable and always keeps their clients up to date on market trends.

COMMONWEALTH FINANCIAL GROUP REVIEWS

I have worked with Commonwealth for about ten years. I started out with just using them for a simple life insurance plan. I have added services over the years; however I never felt pressure to do this. Nick (Pavia) always took his time answering all of my questions and concerns. It has always been on my time and my terms. Nick is always accommodating to my schedule (I have a very hectic clinical schedule); offers a listening ear; and provides sound advice. I have never once felt like I was being pressured do something that I did not feel comfortable doing, nor felt like I was being taken advantage of. I have worked with other firms in the past, and I truly believe Nick and his team are the best in the business. He has a passion for his profession, far beyond a bottom line.

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.

Nick Pavia and Ragland Coxe have handled my investments and insurance for five years with great results. They re-aligned my portfolio for maximum profit. I would highly recommend this company.

TBR® Inspection Score Report

PGI FINANCIAL SERVICES Total Inspection Points: 116/120
Acknowledgments: 8
Complete Info: 9
Experience: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WARREN CAPITAL GROUP Total Inspection Points: 115/120
Acknowledgments: 8
Reviews Study: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COMMONWEALTH FINANCIAL GROUP Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Video: 10
Website Standard: 10