Being a client of this firm has been a terrific experience. The personalized service given, excellent knowledge provided, and especially the ease of working with them regarding our financial portfolios has been most beneficial. Working with the team has helped me feel good about our finances, especially after seeking someone who I can wholeheartedly rely on with confidence.

I have worked with Nick for only a short time and I am already impressed by his knowledge and dedication. He has streamlined all of my accounts that were held at another large brokerage firm and keeps me updated so that I am always in the loop. This is not a firm that is going to sign you up and forget about you. Their personalized attention is second to none

I have come to trust this team’s expertise in managing my finances with care and attentiveness. Their personalized approach has provided immense value, giving me assurance in our partnership. I'm excited to be working with their team, in building our financial portfolio for my family’s future and providing me with peace of mind.

Nick Kalkas, my Independent Financial Advisor, makes and continues to make the world of finance a positive experience. It was immediately obvious how trustworthy Nick was; always having my best interests at the forefront. He listens; unfailingly considering my needs. When necessary Nick meets and consults with my accountant. He has gone above and beyond for which I am most grateful while consistently respecting my input. We are a team, traveling most successfully through the world of finance due to Nick’s expertise

David is the only guy I use in the low country, for painting, carpentry, Sheetrock, framing, and anything handyman related, that I can’t do myself.
Not only is he reasonable, he is also willing to negotiate to help you achieve your goal.
He won’t nickel and dime you to death, and is transparent with the breakdown of cost, labor, materials, etc.