Personal , professional, competent,and trustworthy , Financial Planners PGI is all you need !
About PGI Financial Services
PGI Financial Services is a team led by Paul and Carissa who provide superior financial management. They specialize in managing portfolios of all sizes and offer a holistic team approach. PGI partners with other agencies to provide a range of services including estate planning, tax, end-of-life, and financial planning. Clients appreciate their professionalism, family-oriented approach, and expertise. PGI is described as a one-stop shop for all financial needs and clients feel like part of the family.
Reviews
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.
The staff at PGI Financial is a pleasure to work with. Paul and Carrisa are very knowledgeable with helping you grow your financial portfolio. We meet with them every 6 months but anytime you have a question, you can call or make an appointment with them at any time. Diane is great to work with and she will help you anyway she can.
Photos
Hours
Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed
Good to know
- online appointments
- on-site services
Location
2467 Savannah Highway Ste 520, Charleston, SC 29414
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