Knowledgable, helpful and accommodating. Very happy with the service they provide, I have…read morerecommended them to my friends and family and have moved my assets over to them recently.

Sold and serviced my hospitality investment trust reit. Twice suggested that I not cash out after…read moreits value had dropped to sixty seven cents on the dollar. Against my own best judgment I listen to their advice. Mistake as it turns out: HIT went bankrupt. $10,000 investment lost.

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.

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.

Great company. Helped get a plan set for my new business and we are looking at closing 500k this…read moreyear!! Highly recommend for those who want to take business to next level

From the owner: At Catalyst Strategy Group, Inc., we are renowned for our expertise in strategic advisory, market…read moreexpansion, and operational excellence. Our mission is to lead organizations through intricate business challenges with innovative solutions and a clear sense of purpose. With a focus on customization and growth, we help businesses thrive smarter, operate efficiently, and maintain competitiveness in a dynamic market landscape.

Today Lori and I turn the corner on our journey together. Much of this time we have created,…read morenurtured, loved, and relied upon Zoë Wealth Management--my dream of owning my own firm in a profession I chose 22 years ago. Now it is time to say goodbye. Last month I sold the assets of Zoë to another firm. Within the pages of my website (www.zoewealth.com) I've laid bare my POV in areas pertaining to life and how to use finances to enjoy it more fully. Life's for Living, afterall! Within hours the website will expire. I encourage you to go there and ponder if by adjusting here or there things might brighten for you, too. People ask, "What's next, Peter?" I don't know. However, I discovered when one dares to dream sometimes dreams come true--you go over the rainbow. And that's where you'll find me, high above the chimney tops where troubles melt like lemon drops. I say Live Now--while it's called Today--and be prudent about the future. Life's for Living! Give it a whirl--Peter PS: the site is now closed.