I was very impressed with Mr. Causey and his office staff. Hannah is a jewel. They were very…read morethorough with. the estate planning process and made me feel special. The signing went smoothly and less than a week. The documents were ready. They provide you with an estate planning binder and a flash drive. I would thoroughly recommend them highly.

A family member needed a to set up a trust and other documents. We had tried some local firms in…read moreLeland, they weren't a good fit for a variety of reasons. We met with Mr. Causey and we're impressed with his knowledge, communication, and willingness to ensure we were fully informed of every detail. His staff (wonderful themselves) drew up the paperwork, revised, kept us up to date and made sure that everything went smoothly. If you need estate planning call Mr. Causey's office for an appointment. It would be a good move on you're part

very knowledgeable and very personable. helped with all of my questions and return time was very…read morequick.

We were completely taken advantage of by this company. We usually do our own taxes, but had one…read moretime circumstances which called for more in-depth knowledge. When dropping off our documents, we were questioned about: 1) residency - we rent a condo for the winter, but own no property, collect no income nor hold no documentation (license, change of mailing address, utility bills) in SC. We own a full time residence in upstate NY, which we maintain year round, live in for 3/4 of the year or more and which we occasionally return to in our snowbird months. 2) NY City residency - again we reiterated that we do not nor have we ever owned, resided or otherwise been a NY City earner/taxpayer. We have been to the city a grand total of 3 days in our six decades of life. Despite answering repeatedly and firmly these same questions, we were charged for 45 forms - which included multiple South Carolina and New York City forms - and mis categorized as part time NY state residents. We were even given a NY City school credit which we are not due. We paid $550+ for this service, and will now be having our 2025 tax returns corrected by a local NY agent. Our trust was breached severely.

I sought Marlies' assistance with a question about a W-8BEN form, and despite not being a client,…read moreMarlies' team got me the information and answer I needed quickly and kindly. It says a lot about a person/company when they are willing to help with small requests like these, without being a client. Many thanks!

Tina is very personable and kind. I was so apprehensive about going but once I was there Tina…read morehelped me quickly relax. I felt like I was talking with a friend. She provides information in a very compassionate, helpful way.

Wow! Spot on with everything she told me. Extremely helpful with tools she gave me to use in my…read morelife and business. I highly recommend Tina. She is the REAL DEAL!

I have been with State Farm for 25 years between NJ and most recently SC for 3 years. My husband…read morewas in an accident. We went to Court with proof the accident was not his fault and the Judge and Officer dismissed and expunged the charge against him. State Farm is charging us $250.00 per policy period for AT FAULT accident. When I asked about the charge was told there was nothing they could do. What a scam you have an agent and they don't even help you FIND A DIFFERENT INSURANCE COMPANY

Looking forward to working with Caleb Godfree at State Farm insurance for all of our needs. I…read moreappreciate his professionalism and quick responses.

Jeff Zalles did an outstanding job of updating our website. He brought in creative graphics and…read moreadded functionality that will make it more user friendly. His industry experience and recommendations were clearly an asset to enhancing our footprint. He is professional, very responsive, easy to work with and will deliver a high quality product within a reasonable time frame.

Our agency's website needed a major makeover so we contacted Jeff Zalles to assist us with the…read moreproject. Jeff is a creative, kind and resourceful professional, who is always on-time for meetings and available to answer any questions customers might have. We are totally pleased with his work on our website and have received many compliments from online visitors. We plan to use Zalles Web Design for future projects and would recommend his services without hesitation. ....W. Mortley

Just had Mr Kanoy on the phone regarding service work on my new Generac unit. He came out right…read moreaway and spent over 30 minutes, guiding me through the application for my phone, as well as a "look over" of our unit. Thankfully he came out when he did, since our incompetent contractor failed to switch the unit from natural gas to propane. He found that issue and saved us a potential disaster of a bill for replacement. He found a lot of minor issues, which he immediately remedied. His knowledge of the product, codes and gas/electric were outstanding to say the least. This gentleman is as "old school" as you can get! He does professional work, meets with a handshake and his business card. We are a customer for life! Thank you David!

Josh at Bill Heinberg Insurance does a good job. He saved me a bunch of money on my auto insurance…read morethat had been with Farm Bureau. He also supports local non-profits.