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Recent Finance Advising Reviews in Greenville

  • A
    Manna Wealth Management
    Both David Kassir and his office manager Sabrina are very warm and friendly people and give you personal attention to whatever needs you have.   They go out of their way to get the information you need and respond quickly to  your questions and concerns.  They helped my sister and me with navigating the way forward after the death of my father and manage the financial affairs of my mother for the best possible outcome.  I  have been very pleased with their service and would highly recommend Manna Capital Management to my friends and family.
    - Karen B.
  • A
    Provest Wealth Advisors
    This company provides personal, caring, attentive, and knowledgable services in all areas of financial planning.  I highly recommend Provest.
    - Royce H.
  • A
    Kyle Atkins
    It went great. He worked it out where I didn't have to pay any taxes. I went to the office and it is really nice. It's in a really old house. Everybody there is fabulous. From the time I called him it took about 5 days. He's very courteous and helpful. If you have any question they can answer them. If they don't know, they can find out the answer.
    - Cynthia H.
  • A
    EDWARD JONES INVESTMENTS
    My husband found this company and we have since been quite pleased with their services. They keep us informed and make sure we consent to everything they do. We feel that we can trust them. They listen to our needs and are responsible. We have no complaints at all currently with their services.
    - GAYLEN R.
  • A
    Northwestern Mutual Life
    We have an ongoing relationship although we are not in contact with them all the time. We have some IRA's and insurance with them. They are very professional and the general agent we deal with knows what he is doing and gives good advice. They are a good company that has been around forever. We have been very pleased with our investments with them. I assume  their prices are as good as anybody and they get back to our phone calls.
    - Michele K.
  • F
    Quicken Financials
    Dave Jones and Zach Arnold are running a “ get rich quick” scheme. They meet in public places to hide the fact that their “office” is a room with a folding table and a laptop. There aren’t any other phones or real employees. They require money up from in cash. They do not take checks or any other form of payments. BUYER BEWARE!! They do not provide any return on investment, and when I ended our meeting due to incompetence, I received an email from David Jones calling me “rude” and an embarrassment. He was later arrested for fraud.
    - Kristen P.
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Financial Advisors in Greenville

Companies below are listed in alphabetical order.

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    S
  • Scoreology

    116 N Wall Ave
    Farmington, New Mexico