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.

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Reviews for PGI Financial Services

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May 2026
Everyone in the office where so professional and made the process so easy.
Feb 2026
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.
Jan 2026
Very informative and straightforward. Would highly recommend this company if want professional guidance.

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Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

online appointments on-site services

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Location

2467 Savannah Hwy Ste 520, Charleston

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