Financial Planners in Spartanburg

“I was happy working with him, but didn't like it when he hinted at how much he would make. Turn off, bubba.“

“I worked with Daniel Carver, and I was so glad I did. He listened to me, and considered my financial situation, age, health, and family needs when making recommendations. He even called a Northwestern Mutual Life company expert about my situation before finalizing his recommendation. It has been a pleasure to work with Daniel.“

“My agent, Miranda, has always been very helpful, informative, and friendly in determining which health insurance plan is most beneficial for me and my mom.☺️“

“Stopped by Spartanburg Financial Services today. What a delightful experience!!! The girls are all so nice, and pleasant to be with. If you need a loan, check them out.“

“We have switched investment firms back in Novembers of 2023 and could not be more pleased with the results and guidance that Scott and his team has provided. It is nice to be with a company that has your best interest in mind vs just pushing plans that they make more commission on.“