3 Best Financial Services in Charleston, SC

“Warren Capital Group has decades of experience in creating and managing investment portfolios, using lending and mortgage strategies, connecting clients with tax preparation experts, and providing expert estate planning. 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. 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 focuses on preservation, growth, and income strategies to help ensure their clients have enough money throughout retirement. 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 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 Financial Group Inc. is dedicated to serving their clients vision with sound, unwavering, and purpose-driven advice, empowering them to care for their families, serve their communities, and define their legacies. 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. 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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