AVOID! Our mortgage…read morebroker Sean was good starting out but as things started to come together, our experience turned sour. Because Sean was largely working numbers with my Co-borrower, it wasn't until the day before closing I found out the loan that was selected did not have our best interest at heart. It caught my attention because I noticed we were getting 1000 towards closing costs from lender. That was a huge red flag for me, especially since the seller was paying 7k in closing costs for us - and there wasn't enough closing costs for us to take advantage of that 7k, so the lenders 1k was completely moot and I'm sure we paid dearly for that mistake. And at the last minute I had to come up with several more thousand than anticipated because Sean estimated closing costs very incorrectly - closing costs that by the way had to be paid by me, they were not eligible to be paid for using either the sellers 7k or the lenders 1k. When I ask Sean about it, it came to light that he chose the mortgage because he was shopping for one that would pay him "fairly" as well. He told us our interest rate was 2.8x, and bad on me, I didn't ask what that translated to in APR - which I later learned was 3.2x. Quite the difference. In early February. All in all, I take the blame for not shopping mortgages. Please learn from my mistake and don't trust mortgage brokers. Do your own research, shop mortgages, and don't blindly believe they have your best interest at heart.

Unmatched professionalism.. Mike pushed me through as a high risk with an excellent rate and a few…read moremonths later refinanced at the best rate available. Mike and his crew were on top of everything, without a hitch. 10 out of 10

Finding a competent tax professional was a high priority when we moved from Baltimore to South…read moreCarolina (Mount Pleasant) 4 1/2 years ago. You see, our first year's tax returns involved two states, multiple cash flows, distributions, purchase and sale of two properties, business interests, etc. , requiring proficiency above punching numbers into a canned tax program. While certainly I could have done it all myself, I wanted the benefit of tax advice and assurance that each return and associated schedules would be prepared correctly (read: lowest tax liability). As I was interested in a small office/sole practitioner, Allan G.Bolden, C.P.A., presented exactly the interface I was looking for. The front office staff is friendly, professional and efficient. Each January, we receive a notebook in which I complete tax-related proprietary forms and attach official documents which simplify the practice's information gathering phase. During our appointment, we discussed (with Allan) changes in our lives over the last year ... and anything that we could foresee ... that could affect our tax position in 2017. Allan does not actually key the input, that is completed by one of the staff specialists; however, he reviews every return and accompanying schedules. I like the fact that I've seen the same faces year after year. I know you're wondering about cost ... it's a function of the number and complexity of schedules ... so our cost each year has varied. We just signed off on our 5th year of returns. The turn around time was 3 days (including Sunday). If you're looking for a consummate tax professional ... Allan G. Bolden, C.P.A. is the practice for you.

We love the two smart cookies at Iberia!! Honestly I can't say enough good things. This is a small…read moreoffice , easy to get to, nice & safe parking, plenty of seating room inside with a small very friendly staff. They make you feel comfortable about doing your taxes and will answer questions in a way anyone can understand. You can tell these ladies love their job. It shows

Forget H&R Block or those other huge Tax Preparation companies, Paloma was great, very honest and…read morequick. Oh did I mention the price, I have a family of 4 and 2 homes in 2 different states and Paloma charged me a fraction of what H&R Block charged me last year.

Nick has done a fantastic job in quickly growing our retirement funds. He is professional,…read moreextremely personable, and reliable. Everything we could ask for in a trusted advisor. Steve Y.

I was so Blessed to work with Nick Fazio regarding my financial planning and options I had for my…read moresons and me both in the short and long term. I have never experienced anyone who took the time the way Nick did to educate, advise, clarify, and support decisions I always wanted to make as a father, but I didn't have enough understanding of what was best for our family. It gets no better than Nick when it comes to caring for others and guiding one to feel empowered about their future. Thank you Nick, for all the time and effort on your part to get things moving in the right direction for our family. You made a lifetime client and friend. God Bless.

I had a great experience at State Farm in Goose Creek. I was greeted by a friendly receptionist,…read moreafter which many of the employees came out to greet me as well. I was escorted to the conference room where a young man helped me with my questions. Another employee joined us and worked with him as he was being trained. Everyone was very positive and helpful in designing an insurance package that fits my needs. As it turned out, their rates are lower than others I had tried previously. I continue to receive correspondence from them in making my insurance experience positive. The "Drive Safe and Save" plan is helping me to become more conscious of my driving skills. It is a pleasure to be a part of the State Farm clientele.

I have been with State Farm for over 20 years and I recently needed to contact their office…read morepertaining to a minor accident. I was very pleased with their customer service. I was very upset and the lady who helped me had the patience of a saint! I can't say enough about Harold Campbell and his staff! Thanks again and you have a loyal customer!

Worked with Patrick Condon. He saved me $4500 and I wasn't even insured with him. My agency was not…read moreawa King Street Agenre of the change in the flood zoning and overcharged me $4500. Patrick helped me sort everything out.

The King Street Agency is exactly what you want in an insurance agent-thorough, consistent and…read morecustomer service oriented! Everyone who I have worked with is professional and always willing to go the extra mile! The office space is beautiful and they have parking (which is hard to come by in Charleston)!

I am a licensed wealth advisor with Cornerstone. The team is fantastic the financial products we…read moreoffer are built to suit the needs of our varied clientele.

Just moved from California and wanted a smaller regional bank. This fit the bill perfectly except…read morefor one thing, they can't process transfers larger than 2k per day and it comes with a fee. For individuals who may be moving large amounts of money (non wire) this may be problematic. However everything else is awesome including the team and their communication. 5 as soon as they can allow larger transfers.

This Bank of South Carolina branch on North Main Street in Summerville is a well managed location…read morethat makes every transaction simple and easy to get done. The bankers here are very knowledgeable and efficient at getting you the assistance that you need.