First Command Financial Services, Inc. is committed to helping their Nation's military families in Charleston, South Carolina. First Command Financial Services is one of the best financial services. Since 1958, First Command Financial Advisors has shaped positive financial behaviors through face-to-face coaching with hundreds of thousands of client families. They focus on Comprehensive financial planning, investment strategies, risk management, and Debt management. They will help you build a financial plan by working with you early in your military career and coaching you to apply their advice consistently throughout your lifetime. In addition, they set specific and meaningful goals that are aligned with their values. Their financial advisors operate in 170 offices worldwide, emphasizing being near central military installations to get you squared away wherever life takes you.
UNIQUE FACTS:
• Online Consultation
• Long-Term Financial Security
• Personalized Plan.
3 Best Financial Services in North Charleston, SC
Expert recommended Top 3 Financial Services in North 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.
ZACH LORAINE - FIRST COMMAND FINANCIAL ADVISOR REVIEWS
First Commands financial advisor Zach Loraine is a wealth of knowledge. He educated me in all aspects of building for my future retirement while still protecting my loved ones. At first I was uncertain about hiring a financial advisor but now I wish I started earlier. I really didn’t know how to properly manage my money, invest for my future, and take care of my family. I had no plan and I was winging it while living in debt instead of collecting assets. His expert financial advice was needed and he made me feel comfortable with uncomfortable topics like life insurance. He informed me of the 3 cornerstones I would need in my portfolio. I wish I would have met him before I was 39 but he reassured me It’s never too late to adjust your portfolio and catch up. He has managed my accounts during various turning points in my life to better suit my financial goals: when I had a child, got married and promoted in my job. He was there to provide the same guidance he would give his own family. You can’t put a price on knowing and having the feeling of safety and security for a successful future as well as setting up your children for generational wealth. I’d rate 6 starts if I could. Thank you Zach.
I have been working Zach at First Command for a little over a year now for my financial planning needs, and he has been helpful and knowledgeable throughout that time. Zach offered accommodating schedules for setting up financial plans, and made the process of setting up allotments, budgets, and other savings tools easy and clear. First Command is a very military-friendly organization as well, and Zach especially enjoys providing good advice and services to those in uniform. I would definitely recommend his services and First Command.
Zachary has been an outstanding Financial Advisor. He is direct and walked us through any questions to ensure we understood what was being discussed. He took the time to ensure my wife was comfortable with the planning. She had always been cautious before and was reluctant to take outside advice. Zachary is very capable and I would highly recommend him for your financial planning.
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Cove Financial Solutions is a financial consultant located in North Charleston. Caleb Thompson is the Founder & CEO of the company. Their teammates are Rob Thompson and Caroline Legare. The professionals at Cove Financial Solutions map a customized strategy to help you achieve your financial goals. Then, they will follow through and evaluate your plan to ensure it meets your current needs. Educating their clients is essential in building and maintaining an efficient technique. Therefore, they will incorporate you every step of the way. Cove Financial Solutions exists to be a safe place for their clients to find education on their options and to be a resource as they plan for the future. Cove Financial Solutions aim to keep it simple as their partner with you to reach your financial goals.
UNIQUE FACTS:
• Free Consultation
• Online Events
• Personalized Plan.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
COVE FINANCIAL SOLUTIONS REVIEWS
The retirement advice I receive from Caleb is unmatched. He really cares about his clients! Highly recommended.
I've worked with a number of these advisors and Caleb Thompson is one of the best.
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Katherine Ponder has been a financial advisor at Edward Jones since 2011. She earned her bachelor's and master's degrees from Louisiana State University. Using an established process, she builds personalized financial strategies for her clients to achieve their unique goals. First, Katherine Ponder takes the time to ask essential questions and truly understand their stories. Next, she constructs measurable objectives tailored to their circumstances. Once the strategies are implemented, Katherine Ponder maintains regular contact with her clients to help keep them on track. To provide a comprehensive service and regularly collaborate with clients' CPAs, attorneys, and other trusted professionals, always keeping client information confidential. Many of Katherine Ponder's clients are also small business owners with whom she creates strategies for business succession, asset growth, and tax reduction. Edward Jones is by your side to help create a better future for you and those around you.
UNIQUE FACTS:
• Face to Face Conversation
• Online Scheduling
• Free Consultation.
Specialty:
Contact:
Working Hours:
Fri: 9am - 4pm
Sat & Sun: Closed
TBR® Inspection Report:
KATHERINE PONDER - EDWARD JONES REVIEWS
Great Folks - Amazing people. Good people worth mentioning are Mrs. Katherine Ponder - Great Financial Advisor and Mrs. Colleen Johnson -Branch Office Administrator. Great folks to work with - Amazing, quick, sharp, reliable, intelligent they work really hard and they care even during the vacation how to get things done- always on the go. Find a virtual way to do Webex and what not follow strictly on COVID-19 also. Would recommend across the world. Work on retirement. Planning related to real estate advise etc. This is a long due to send across for them. Thanks.
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