Mount Pleasant, SC Financial Consultant

Very well pleased with our experience with the kernen team. They made the process seamless! Thank you!

Phil is extremely knowledgeable And offers a steady hand with financial planning. He can easily understand your situation and advise you on how to best accomplish your go ... more

Proud and Happy to be a member of The St. Thomas Isle Business Group. A Business group designed to help promote, sustain, grow, and help businesses thrive in the Point H ... more

Chris has been wonderful to work with. He has helped me tremendously on the investing front. Would highly recommend him.

Proud and Happy to be a member of The St. Thomas Isle Business Group. A Business group designed to help promote, sustain, grow, and help businesses thrive in the Point H ... more

Kurt is an exceptional advisor and all around great guy. I transferred my investments to him after meeting him and he expressed many of my values, market beliefs, and fin ... more

I have been working with Ben for a little over a year now, and I have been very impressed with his knowledge base and personal skills as a financial advisor. He is passio ... more

UNITED BANK, MT. PLEASANT: I cannot stress how often I've had to yell over someone giving me the wrong information because they simply can't be arsed to listen to the que ... more

Positive: Professionalism

I have used Embrace for several refinances and purchases. The service is always exceptional and they streamline everything to make things very easy. Will always return to ... more

Taylor with Lowcountry Home Loans is outstanding at what he does, walks you through every step of the way and is always there to answer any questions.

I have used this firm for over ten years. I am extremely pleased with this team and would recommend their services to anyone looking for a CPA. The firm is responsive, or ... more

I really enjoyed my experience working with Bryan. He reviewed all of our information and gave me an easy to apply investment and tax strategy. I can call him anytime wit ... more

In 40 years of community banking in Charleston, opening a new account here was as pleasant, efficient, easy, hassle free, professional and skillful as Ive ever seen. Bei ... more

Debra is a pro that you can absolutely and totally trust!

Very happy with the investment advice

I'm on a first name basis with everyone here even though I live in another state. Absolutely fabulous handlers of my child's inheritance.

Best financial advisor in Mt. Pleasant! Highly recommended!

Benchmark has done an amazing job for not only myself, but also many of my real estate clients. Time and time again the team at benchmark goes above & beyond in both cust ... more

Great personal and professional service!

I decided to transfer my 401k over to my new employer and let me tell you the runaround I received from Principal. I paid extra to have the check sent via FedEx. I did no ... more

As an out of town client, I was not sure what to expect at this location. My needs were handled very professionally & quickly with the utmost courtesy. Many Thanks to Don ... more

Excellent

lunch time rush and theres only one person at the drive through and one person at the counter. terrible experience.

I recently was inquiring services for a Certified Financial Planner and looking for a true plan since I’ve only had an advisor my whole life. Was introduced to The Fre ... more

They have been wonderful to work with. Always going the extra mile to provide assistance.