I am a new client of LPL, and have loved getting the opportunity to work with the advisors here!…read moreThey are super friendly, and make investing and planning for the future simple and pain free. Highly recommend this office!!

From the owner: Your financial success is our number one goal!read more

This MORONS, ARE A SCAM! Get to presentation on time, made us wait! The whole grp of guest walks…read moreto the back private room, when asked. A 20 yr old kid, and he admits he has bad eyesight goes thru guest list. Can't find my name, asked us to wait in heat outside - I looked at guest list, it was handwritten, with bad penmanship (NO WONDER HE COULDN'T SEE MY NAME!) I had CONFIRMED THE DAY BEFORE. He asked if I received a text with confirmation. NEVER RECEIVED THE TEXT WITH CONFIRMATION #. When I got home, I saw an email from them sent after 3:30 p.m. same day. I was suppose to confirm again? Many of the guest were complaining about assigned seating, as well! GLAD i WALKED OUT! My neighbor attended, she said it was more like a PYRAMID SCHEME! STAY AWAY FROM THIS MORON SCAM ARTIST!

Very helpful in investing for retirement and future. Great communication and helpful advice and…read moreinsights.

Stay FAR AWAY From this business. This is a FRAUDLENT business. They are the top gas lighter in…read morethis city. They had MY tax information for OVER 8 MONTHS. Didn't DO ANYTHING just lies and yet I am still waiting for the magic of their work to be fulfilled. Services started back in September 2025 and its now March 2026 and NOTHING has been processed. But he collected my money over $3,165 Every month its consistent make-believe updates about my taxes and case. Every month I have to be the proactive one to ask about my status. This company takes zero responsibility or accountability for their actions. Very unorganized and promises the world of what they will do for you. But this company surely can't be trusted. I have over 8 months of evidence and I plan to conduct further legal matters with this case. Because not only do they have my personal information I am uncertain what they would do with it. I know have zero trust for this company and neither should you. I don't ever want anyone to go through this. You have been fully warned.

From the owner: We are the primary firm that will handle all your financial planning needs, including taxes,…read moreinsurance, and wealth management. We work with assets ranging from 5k to 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients. We work with those who need ACA medical assistance, Entrepreneurial Development, and Legacy Empowerment. We also offer a network for pet insurance.

Allan Gregory is a great advisor who gives helpful advice while keeping his client's best interest…read moreas a central focus. He has lots of suggestions and is always ready to assist with questions.

From the owner: At K.A. Gregory Wealth Management, we work hard to guarantee your satisfaction with our Lake Wylie,…read moreSC Financial Services. It is the attention to detail and proactive attitude that sets us apart.