Chamber of Commerce

      Schwartz Legacy Planning

      ( 41 Reviews )

      Schwartz Legacy Planning
      • 1240 Winnowing Way #102
        Mount Pleasant, SC 29466
      •   843-732-3811
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      Hours

      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM
      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 4:30 PM
      Thursday:
      8:30 AM - 4:30 PM
      Friday:
      8:30 AM - 12:30 PM
      Saturday:
      Closed
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (41 reviews)
      41
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      0
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      0
      Read Our 41 Reviews

      Chamber Rating

      5.0 - (41 reviews)
      41
      0
      0
      0
      0
      › ‹
      • Jeff Phipps

        Working with Casey and the team was great. We had always done our estate planning ourselves using online tools, but decided it was time to let a professional advise us. Very glad we did! She pointed out quite a few things that we hadn't thought of in the past and ensured our estate will be handled the way we want and protected in numerous ways. If you need legacy planning services, give Casey and call. You won't regret it!
        Mar 25th, 2024

      • Andrew Southard

        I got divorced and moved to South Carolina in 2023. I needed to update my Will and other estate documents and was very pleased with the service at Schwartz Legacy Planning. The special attention that Casey, Dave and Samantha provided me was exceptional and the finished product was just what I wanted. 5 stars for this business!!
        Mar 13th, 2024

      • Kevin Regan

        Such pleasant people to work with and extremely happy with the work. 100% recommend
        Mar 5th, 2024

      • Frank Passalaqua

        A buttoned up professional operation.
        Mar 1st, 2024

      • Peter Zarzaca


        Feb 21st, 2024

      Read Our 41 Reviews

      About
      Schwartz Legacy Planning

      Schwartz Legacy Planning is located at 1240 Winnowing Way #102 in Mount Pleasant, South Carolina 29466. Schwartz Legacy Planning can be contacted via phone at 843-732-3811 for pricing, hours and directions.

      Contact Info

      •   843-732-3811

      Questions & Answers

      Q What is the phone number for Schwartz Legacy Planning?

      A The phone number for Schwartz Legacy Planning is: 843-732-3811.

      Q Where is Schwartz Legacy Planning located?

      A Schwartz Legacy Planning is located at 1240 Winnowing Way #102, Mount Pleasant, SC 29466

      Q What is the internet address for Schwartz Legacy Planning?

      A The website (URL) for Schwartz Legacy Planning is: https://schwartzlegacyplanning.com/

      Q What days are Schwartz Legacy Planning open?

      A Schwartz Legacy Planning is open:
      Sunday: Closed
      Monday: 8:30 AM - 4:30 PM
      Tuesday: 8:30 AM - 4:30 PM
      Wednesday: 8:30 AM - 4:30 PM
      Thursday: 8:30 AM - 4:30 PM
      Friday: 8:30 AM - 12:30 PM
      Saturday: Closed

      Q How is Schwartz Legacy Planning rated?

      A Schwartz Legacy Planning has a 5.0 Star Rating from 41 reviewers.

      Hours

      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM
      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 4:30 PM
      Thursday:
      8:30 AM - 4:30 PM
      Friday:
      8:30 AM - 12:30 PM
      Saturday:
      Closed

      Ratings and Reviews
      Schwartz Legacy Planning

      Overall Rating

      Overall Rating
      ( 41 Reviews )
      41
      0
      0
      0
      0
      Write a Review

      Jeff Phipps on Google

      image Working with Casey and the team was great. We had always done our estate planning ourselves using online tools, but decided it was time to let a professional advise us. Very glad we did! She pointed out quite a few things that we hadn't thought of in the past and ensured our estate will be handled the way we want and protected in numerous ways. If you need legacy planning services, give Casey and call. You won't regret it!

      Andrew Southard on Google

      image I got divorced and moved to South Carolina in 2023. I needed to update my Will and other estate documents and was very pleased with the service at Schwartz Legacy Planning. The special attention that Casey, Dave and Samantha provided me was exceptional and the finished product was just what I wanted. 5 stars for this business!!

      Kevin Regan on Google

      image Such pleasant people to work with and extremely happy with the work. 100% recommend

      Frank Passalaqua on Google

      image A buttoned up professional operation.

      Peter Zarzaca on Google

      image

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      Overall Rating

      Overall Rating
      ( 41 Reviews )
      41
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