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5

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Over 139 reviews for
Charleston Financial Planners from people just like you.

A
"
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with" the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
a solid 10 stars.

-Kathy Y.

A
"He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.

-ELOISE D.

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Financial Advising reviews in Charleston

F

Rating
They overcharged by $2079. They told me they were selling precious
Charleston Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Charleston Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.
A

Rating
Charleston Financial Planners Provider Name Locked
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
Charleston Financial Planners Provider Name Locked
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
Charleston Financial Planners Provider Name Locked
to others.
- Ellen C.
C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Charleston Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Charleston Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Charleston Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Charleston Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Charleston Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Charleston Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Charleston Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Charleston Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Charleston Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Charleston Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Charleston Financial Planners Provider Name Locked

as your financial planner.
- Michele B.

All Financial Planners in Charleston, SC

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

171 CHURCH ST
Charleston

A G EDWARDS & SONS INC

109 RIVER LANDING DR
Charleston

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

ANDREW GARRETT INC

216 SEVEN FARMS DR
Charleston

BANC OF AMERICA INVESTMENT SVC

200 MEETING ST
Charleston

Cornerstone Wealth & Tax Advisory Group

4975 Lacross Road Ste 354
Charleston

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

PO Box 20457
Charleston

EDWARD JONES

441 Meeting St Ste C
Charleston

EDWARD JONES

1124 SAM RITTENBRG BLVD
Charleston

EDWARD JONES

354 FOLLY RD
Charleston

EDWARD JONES

1975 MAGWOOD DR
Charleston

EDWARD JONES

2011 BEES FERRY RD
Charleston

EDWARD JONES

5401 NETHERBY RD
North Charleston

Evan Guthrie Law Firm

164 Market Street Suite 362
Charleston

Financial Education Services

129 Tucker Rd.
Summerville

FIRST RELIANCE FINANCIAL SVC

25 CUMBERLAND ST
Charleston

FIRST SOUTHEAST INVESTOR SVC

34 BROAD ST
Charleston

Freyman CPA, P.C.

40 Exchange Place

GOLDMAN SACHS & CO

18 BROAD ST
Charleston

H Christopher Moss CPA

210 Wingo Way
Mount Pleasant

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

HOUSEHOLDER GROUP

205 King St Ste 203
Charleston

iBank

3090F Pullman St

Internal Tax Resolution of South Carolina

4000 Faber Place Dr
Charleston

IRS Tax Help Team

1201 S Beach Blvd

IWRITE & Company

1506 Gregg Street
Columbia

L R BURTSCHY & CO

332 E BAY ST
Charleston

LACHICOTTE INC

31 SMITH ST
Charleston

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

R H FINANCIAL SVC

31 SMITH ST
Charleston

RAYMOND JAMES FINANCIAL SVC

31 SMITH ST
Charleston

Rogers Tax Advisory Group

6650 Rivers Avenue
Charleston

S P Johnson Group

2025 Delaware Ave

SC Tax Advisors LLC

3294 Ashley Phosphate Rd Suite 1E
North Charleston

SECURITIES AMERICA INC

1 CARRIAGE LN
Charleston

SMITH BARNEY

200 MEETING ST
Charleston

SOUTHERN CAPITAL MANAGEMENT

11 ISABELLA ST
Charleston

StepN4Success

Goose Creek

THOMAS PARTNERS INC

96 BROAD ST
Charleston

UBS FINANCIAL SVC

158 MEETING ST
Charleston

United Gold Direct

2945 Townsgate Road

W A SCHARNITZKY CPA

2154 N CENTER ST
Charleston

WACHOVIA SECURITIES

200 MEETING ST
Charleston

YANCEY WILLIAMS

215 E BAY ST
Charleston

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