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Runey & Associates Wealth Management
761 Coleman Boulevard, Mount Pleasant, South Carolina 29464
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About the Runey & Associates Wealth Management
Runey & Associates Wealth Management, located at 761 Coleman Boulevard in Mount Pleasant, South Carolina, is a finance institution specializing in Retirement Planning for those 50 and older. Led by Jamie, a CFA® Charterholder and CEO, Linda, a former CFO, and Tyler, a CPA, our team is dedicated to helping clients paint a picture of their retirement and make it a reality. As a fee-only firm, we provide transparent and fiduciary advice that is always in our clients' best interest. Our services include Retirement Planning, Investment Management, Tax Planning, Social Security Timing, Retirement Income, and Insurance Optimization. Clients with $1M in investable assets can join our exclusive group for personalized service. Choose us for expert knowledge, personalized service, and a deep understanding of your financial goals. Contact us today for an initial consultation and start planning for your retirement on your terms.
Photos of Runey & Associates Wealth Management
761 Coleman Blvd Suite E, Mt Pleasant, SC 29464, United States
Opening hours of Runey & Associates Wealth Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Runey & Associates Wealth Management
"I was reluctant to switch financial advisors since I had a 15+ year positive relationship with my prior advisor. However, after doing much research and interviewing several outfits, I couldn't be happier to have found Runey & Associates Wealth Management in Mount P. Jamie and Tyler are smart, responsive and personally engaged in every aspect of servicing their clients. The most important aspect that I respect is that they are trustworthy as well as their sincere desire to creating a mutually successful and productive partnership. Do yourself a favor and take the time to reach out these folks if you are in need of a competent, trustworthy and responsible advisor."
"My husband, Trey, and I can’t say enough things about Tyler and Jamie. I felt like they really wanted to get to know us. They asked us all the right questions and really dug into our goals and future plans for Retirement. While we are still very young, we do have goals, and we needed to know the best way to achieve them. These guys were able to create a one page plan that was very detailed and got us To a great start to ensure that we are happy and healthy in our later years."
"My husband and myself have been with Runey & Associates for several years working towards our retirement. We have met many times with Jamie and Tyler to discuss our retirement plans and dreams They have created a plan that showed us how to best manage our funds, through the ups and downs of the market, so we can make thoughtful decisions especially when it comes to major financial purchases. We began our retirement this year and are enjoying doing what we love and hoped to do as retirees. As this year has progressed, we have had questions come up regarding insurance, travel, withdrawing from our funds, etc. Jamie and Tyler have been excellent listeners to our questions. I especially love that they say let us investigate the question(s) and get back to us soon. When we regroup, they present us with options, the pros, and cons of each, and let us decide what we want to do. They do the heavy lifting on each of our concerns, which is appreciated, and allow us to make our decision. We feel confident that with their guidance, and our regular scheduled meetings, we will be able to continue to enjoy our retirement."
"I recently met with Tyler Peterson from Runey and Associates, and he was a pleasure to speak with and made me feel comfortable about starting my retirement process. He made it simple to understand, as my husband and I have always wanted to get started investing towards retirement but were uncertain of the correct way to go about it. Tyler took the time to sit down with us and answer any question we had so we could understand it in our own terms. Really excited for what the future now holds for us. Thank you, Tyler!"
"My husband and I had a comprehensive financial plan completed by Tyler and could not have been more thrilled. We have much more peace of mind about our financial future after having such a thorough plan and being able to better quantify the effects of our upcoming financial decisions. From start to finish, they were patient, attentive to detail and accessible. Our experience so far has been wonderful and I would recommend them to anyone."
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