About Sovereign Financial
Reviews for Sovereign Financial
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed
Sovereign Financial is a financial planning business that offers a client-centered approach to managing finances. Clients have praised the team, particularly Mike and Will, for their combination of faith and financial expertise. They focus on understanding individual goals, helping clients clarify and set both long and short-term financial objectives. The team is known for their refreshing lack of a sales pitch, prioritizing open communication and listening to concerns. They provide valuable resources, including webinars, and assist with asset reallocation alongside an in-house tax team. Clients appreciate their organization, trustworthiness, and timely responses, as well as their commitment to putting clients' interests first. Many have noted significant improvements in their financial health and overall quality of life since working with Sovereign Financial, making it highly recommended for anyone seeking guidance in achieving their financial goals.
I recently moved down to South Carolina and was searching for a Financial Planner/Investment Group, to manage my portfolio. I was referred to Sovereign Private Wealth by my Real Estate Broker, Victor Lester from Coldwell Caine in Spartanburg. To say that this referral was a Grand Slam Home Run, would be a gross understatement! I met with Will and Mike twice to plan our investment strategy and a third time to onboard with them. Their business model/investment strategy align perfectly with what I wanted from my financial partners! These guys are total pros who are at the top of their game. They are accessible, friendly, intelligent and knowledgable guys who have a unique...read full review
The team Sovereign Private Wealth is sincerly care clients which rarely had experienced via ordinary financial advisors at major bank or insurance company.
I feel secure with the team, especially my advisor, Will, he is very professional and good man.
The folks at Sovereign Private Wealth have been great to work with for personal investments and setting up a 401(k) plan. They are very responsive when I have had questions with thoughtful and helpful answers.