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Carolinas Wealth Management Group. Inc.
3 Caledon Ct, Greenville, SC 29615, United States
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Comments
br
Review №1

My agent, Will, was incredibly easy to work with and ended up getting me a better policy for lower monthly premiums than I had been paying through another company. He was always available and responds quickly whenever i call or email. He is extremely knowledgeable and made sure I understood everything without making me feel any pressure. He really helped me think through long term planning, and going forward he is someone I trust to help me make the right financial decisions for my family.

Jo
Review №2

Chad was able to sit down with me and explain all my options to best suit our needs. With his help our financial future is secured. Its rare you get this type of personal service.

Jo
Review №3

Will’s customer service made this process a breeze. He had solutions for all of my concerns and I am thrilled with the security he provided. My family’s future is in good hands thanks to Will. Look forward to working with him in the coming years.

Information
7 Photos
3 Comments
5 Rating
  • Address:3 Caledon Ct, Greenville, SC 29615, United States
  • Site:https://www.greenvillewealthstrategist.com/
  • Phone:+1 864-242-3637
Categories
  • Financial consultant
  • Financial planner
Working hours
  • Monday:9am–6pm
  • Tuesday:9am–6pm
  • Wednesday:Closed
  • Thursday:Closed
  • Friday:9am–6pm
  • Saturday:9am–6pm
  • Sunday:9am–6pm
Service options
  • On-site services:Yes
  • Online appointments:Yes
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
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