PGI Financial Services - Charleston, South Carolina

PGI Financial Services

PGI Financial Services, located at 2467 Savannah Hwy Suite 520, Charleston, SC 29414, is a highly-regarded financial consulting firm that offers a wide range of services to its clients. The company specializes in financial planning and consulting, and takes a comprehensive approach to helping individuals and families achieve their financial goals.

One of the key strengths of PGI Financial Services is their commitment to personalized service. The team at PGI works closely with each client to understand their unique financial situation and develop tailored strategies to meet their needs. Whether you are looking to build wealth, plan for retirement, or protect your assets, PGI Financial Services has the expertise to help you achieve your goals.

In addition to their financial planning services, PGI Financial Services also offers estate planning and accounting services. This one-stop-shop approach allows clients to manage all of their financial needs under one roof, making it convenient and efficient.

What sets PGI Financial Services apart is their commitment to treating clients like family. Many clients have shared positive reviews about the warm and professional atmosphere at the company, and how they feel valued and supported throughout the financial planning process.

With an average rating of 5/5 based on 26 reviews on Google My Business, it's clear that PGI Financial Services is a trusted and respected name in the financial consulting industry. If you are looking for a reliable and compassionate financial planning partner, PGI Financial Services is definitely worth considering.

Specialties: Financial consultant, Financial planner

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

👍 Reviews of PGI Financial Services

Anna S.

5/5

My husband and I are so happy with PGI Financial Services. They are very professional and very family oriented. You feel like part of the family once you join. They also offer Estate Planning and Accounting services which has been a great addition for us, since they all go hand in hand. I love having a one stop shop for all of our financial needs.

Rick L.

5/5

This team, led by Mr. MacDonald, are second to nobody in superior financial management. I have first hand knowledge Paul and Carissa are masterful in managing portfolios of any size. Additionally, his holistic team approach, includes partnering with other life planning service agencies. Estate, taxes, end-of-life, and financial planning - you get it all, with Paul. 🙂

Donna J.

5/5

We LOVE PGI; both Paul and Carissa are exceptional to work with. They have benefited us in a myriad of ways. They are genuinely kind people, and ultimate professionals.
They seek to enrich their clients in every way possible..!
They have exceeded our expectations. More importantly, we now call them friends. I couldn't say enough about their expertise, and customer care..! Love you all..!

Patty R.

5/5

We are so happy we made the switch to PGI. Paul and Carissa are very professional as well as kind and patient with all our questions.

Paula T.

5/5

I’ve been working with Paul MacDonald for quite a few years now. When I first went to Paul’s office, I didn’t know a thing about investments or planning for my future. Paul was able to explain my options in terms I could understand. The PGI Financial team is friendly and helpful. I feel completely comfortable and confident working with Paul MacDonald and the entire PGI Financial team.

T M.

5/5

15+ years of sound advice. Both Paul and Carissa listen to your concerns, answer your questions directly and offer options tailored to your needs.

Yoluanda B.

5/5

They are so personable and knowledgeable. I feel very safe with them taking care of my assets and investments.

Louise P.

5/5

Paul and staff are knowledgeable, friendly and eager to provide financial assistance when needed. I always feel confident that he stays up-to-date with current financial data and opportunities that are a good fit for my needs.