Preservation Specialists, LLC - Columbia, South Carolina

Preservation Specialists, LLC es una empresa de planificación financiera con sede en Columbia, Carolina del Sur. Establecida en 700 Saturn Pkwy, Columbia, SC 29212, esta empresa ha ganado una reputación sólida gracias a su dedicación a brindar servicios de planificación financiera de alta calidad.

Características y especialidades

Entre las especialidades de Preservation Specialists, LLC se encuentran la planificación financiera, lo que la convierte en una opción ideal para individuos y empresas que buscan asegurar su futuro financiero.

Además de su enfoque en la planificación financiera, esta empresa también ofrece servicios de asesoramiento y planificación personalizados, lo que la hace única en el mercado.

Especialidades

• Financial planner

Preservation Specialists, LLC también ofrece servicios de asesoramiento y planificación personalizados, lo que la hace única en el mercado.

Ubicación

La ubicación de Preservation Specialists, LLC en 700 Saturn Pkwy, Columbia, SC 29212 es accesible y ofrece una atmósfera cálida y acogedora para sus clientes.

Información de contacto

Para obtener más información o programar una cita, puede llamar a Preservation Specialists, LLC al teléfono 803-798-1988 o visitar su sitio web en scpreservation.com.

Otras características

• Online appointments
• Entrada accesible para personas con discapacidad
• Parking accesible para personas con discapacidad
• Baño accesible para personas con discapacidad

Preservation Specialists, LLC también es accesible para personas con discapacidad, lo que la convierte en una opción ideal para aquellos que buscan una empresa que se adapte a sus necesidades.

Opiniones

Esta empresa ha recibido una gran cantidad de opiniones positivas de sus clientes, con una media de opinión de 5/5 estrellas en Google My Business.

Media de opinión

La media de opinión de Preservation Specialists, LLC es de 5/5 estrellas en Google My Business, lo que indica una alta satisfacción de sus clientes.

Algunos clientes han destacado la profesionalidad y la ayuda de Margo y Pat, los cuales han trabajado con ellos personal y profesionalmente.

Además, Pat Strubbe ha sido destacado por ser una persona ética y líder de su equipo, lo que ha ganado la confianza de sus clientes.

En resumen, Preservation Specialists, LLC es una empresa que ofrece servicios de planificación financiera de alta calidad y se destaca por su profesionalidad, dedicación y atención al cliente.

👍 Reviews of Preservation Specialists, LLC

Ashley M.

5/5

We love Preservation Specialists!! Margo and Pat are the best. Very professional, helpful and we recommend 100%. We use them both personally and professionally!! Thank you for looking out for our best interest!

Terri I.

5/5

Pat and his team have been instrumental in planning and implementing our retirement plan since 2011. We always leave his office with the “sleep well at night” feeling. I do not believe you could find a more ethical person than Pat Strubbe, and he leads his team by amazing example. We are very grateful a neighbor recommended him to us 11 years ago.

Casey E.

5/5

Very professional and puts you at ease to approach retirement age

Geoff S.

5/5

I have been a client for several years. I hired John Farley to be my financial advisor to get me to then past retirement. John’s personality meshes with mine perfectly as I’m a weather fanatic. He has helped me diversify my investments and develop several sources of tax free income for retirement. Tonya Coleman is also an amazing help. Her energy, drive and enthusiasm brighten up any room and always puts me at ease. I’ve put my trust in this team.
I will and have recommended PS to people I know.

Jenny P.

5/5

Pat and his team at Preservation Specialists are just that—specialists in knowledge, professionalism, and providing individual care to your personal account. It is so comforting to know that PS is monitoring your account continuously and “has your back” at all times. We have referred several of our friends to PS because we believe in the financial knowledge and individual care they provide. We look forward to continuing our relationship for years to come. They just feel like family!!

Anne W.

5/5

My husband and I came into the Preservation Specialists clientele early on. We needed good advice about preparing for retirement with the limited resources we had. I am now benefitting from the wise counsel and fund management that Patrick and his team have provided. I highly recommend the company to my friends and family.

Dennis P.

5/5

PS has managed my retirement funds for about 2 decades. In that time we build a solid base and PS analyzed my more at risk stock portfolio. In that time my nest egg providing income for living expenses and grew at a pace better than the inflation rate. I'd say they demonstrated their expertise at more than just preserving funds.

Jenna S.

5/5

Wonderful, knowledgeable team who truly have the best interest for each of their clients. Pat & his team will go above and beyond to make sure you understand each process while meeting your financial goals.