Best Financial Advisors in Summerville, SC

“With that being said I sat down with Michael Hakimi today and he helped me realize that mountain that is in front of me has a path to walk and good people to assist you on your hike.”

“Jimmy Lewis is a consummate professional and will walk you step-by-step through your finances and help you create a sustainable wealth-building plan for retirement.”

“Don't think twice contact them today!!”

“Short phone chat but, very friendly reception”

“His consultative and personalized approach allows him to identify what's important to his clients so that he can tailor a plan to fit their needs.”