Financial Consultants near Charleston picked by BestProsInTown
“My wife and I retired to Charleston in the spring of 2024. After settling in to our new house we started to research financial service providers and we were lucky to find PGI. Paul, Carisa and Diane went above and beyond helping us consolidate all of our financial accounts. They were so knowledgeable, professional and friendly throughout every meeting. They had our best interest at heart and their attention to every detail was impressive. We are so happy we found PGI.”
“Our family has been so grateful for the guidance of the team at Oak Street Advisors, from deciphering stocks and interest rates to someone who thought financial planning was buying something on Prime Day, to also breaking down the different savings and investments options to our 12-going on-85 year old son who is now ready to invest all of his allowance money; Bryan has been patient, understanding, thoughtful and steady in his approach. Moreover, I always appreciate the responsiveness and attention to detail from Christina and feel like the advisors are truly family. I feel confident that my investments are in the most competent and ethical hands. I couldn’t recommend this team more!”