About Runey & Associates Wealth Management
Reviews for Runey & Associates Wealth Management
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Runey & Associates Wealth Management is a fee-only fiduciary financial advisor specializing in personalized retirement planning for individuals over 50 with accumulated assets of $1M or more. Based in the Charleston/Mount Pleasant, SC area, they provide comprehensive financial planning, retirement planning, wealth management, tax planning, and investment management services. Their team is dedicated to building trustworthy and productive partnerships with clients. They take the time to understand clients' goals and create customized plans to help them achieve a happy and healthy retirement. With a focus on personalized service, they are responsive to clients' needs, providing expert guidance and presenting options for informed decision-making. Clients feel confident and secure in their retirement, enjoying the freedom to pursue their passions and interests. The team's expertise in investments, retirement, and tax planning gives clients peace of mind, and their informative, attentive, and professional approach allows clients to visualize their financial future clearly and feel comfortable with the guidance provided.
The team (Jamie, Tyler, and Linda) at Runey & Associates Wealth Management are top-tier! We highly recommend Runey & Associates for retirement planning (rollovers, income strategy, tax planning, etc.). Their expertise, clarity, and thoughtful guidance gave us real confidence in our long-term financial future. They took the time to understand our goals, explained every step of the process in a way that was easy to understand, and created a plan that truly fits our needs. What means the most to us is how they treat their clients - with care, integrity, and genuine personal attention. We feel supported, valued, and treated like family. Exceptional professionals.
Had the opportunity to connect with the Runey & Associates team regarding 401k and financial questions. The team provided terrific insight and guidance helping me to make challenging decisions with confidence. I know I can count on the Runey & Associates team to provide clear and concise options for whatever financial complexities I come across. Highly recommend working with them!
NOTICE: If you are considering any other wealth management firms in the Charleston area, I hope this narrative displays the character and heart of Runey & Associates... making that choice a little easier for you!
I think you'd be just as surprised as me to learn when you earn your bachelor's in education, they solely teach you how to teach, not the curriculum you'll actually be teaching. It is put on the teacher to master the content of whatever class they have been assigned to... not complaining, just explaining the situation I had found myself in! Being more interested in the history side of Social Studies, I was surprised to learn that my first-year teaching...read full review