Brightway insurance agency owner Jenny McKenzie is an experienced businesswoman who transitioned her consultant, accounting and management skills and focused on small businesses within the insurance industry to provide reliable and cost-effective insurance coverage for all clients – and in particular members of her community, as well as their four-footed friends. McKenzie … [Read more...]
Below we've collected some articles about Mount Pleasant finance, but we've also got some related topics that will also help you better manage your financial assets:
Mount Pleasant’s Best Lender: Mortgage Network Gets Another Gold
Buying a house is cause for celebration. But long before you can pop open a bottle of champagne in your new home’s kitchen, you’ll need to find a mortgage lender. The first step in the home-purchasing process isn’t what most would consider to be fun. To be blunt, it can be painfully grueling. However, it doesn’t have to be that way. The key to a smooth, painless lending … [Read more...]
McCay Kiddy, CPAs: The Heart of a Teacher
McCay Kiddy isn’t your ordinary CPA firm. They’re different – historically different. Your typical small-to-medium-sized CPA firm primarily builds its business off of the annual tax return. It’s a passive, once-a-year transaction. For McCay Kiddy, the accounting business is much more than that – it’s about building a client relationship and cultivating a lasting and impactful … [Read more...]
Local 2019 CPA Tax Directory
April showers may bring May flowers, but the month also brings anxiety for many when it comes to taxes and matters of financial preparedness. Every American adult - and even some minors - are required to file taxes each year by April 15, and while some individuals feel completely comfortable and prepared to file taxes on his or her own, some of use won’t touch our own … [Read more...]
McCay Kiddy, Certified Public Accountants and Advisors: More Than Numbers
McCay Kiddy, Certified Public Accountants and Advisors, has operated in the South Carolina Lowcountry for more than 30 successful years. Assisting individuals and businesses alike, McCay Kiddy is a more-than-numbers type of accounting firm. “Our tagline, ‘More Than Numbers,’ stems from our deep-rooted belief that the biggest value we can provide to our clients is to have the … [Read more...]
Philip Bradley and Allstate: A Second Pair of Eyes
Philip Bradley was one of the first agents in the Allstate system to purchase an existing book of business from another agent, and his business has been growing along with the Mount Pleasant community ever since. “Prior to that, I worked for my father’s business for three years,” said Bradley, explaining that they have worked more than two decades in the insurance and … [Read more...]
South Carolina Federal Credit Union: Less Time Banking, More Time Living
Most people have no idea what a credit union is. South Carolina Federal Credit Union wants you to know you are welcome to bank with them, and no special affiliation, like military experience or being in a certain profession, is required. You can apply online or in person. As a not-for-profit financial cooperative, South Carolina Federal Credit Union exists to serve its … [Read more...]
Wes Sellew and Mortgage Network: Investing in the Community They Care About
With 48 people moving to the Lowcountry every single day, there is simply no shortage of applicants vying for a mortgage to begin the process of buying their dream home. While there are more than a few handfuls of mortgage companies from which to choose, the readers of Mount Pleasant Magazine clearly have made their choice, deeming Wes Sellew and his team at Mortgage Network as … [Read more...]
Jeremy Ellisor, Founder and Lead Advisor of Convergent Financial Group
It is often said that a goal without a plan is just a wish. In life, there are always big goals ahead – your kids’ college, weddings, a dream trip, retirement – and while you have some investments or a 401K that may or may not be on track, do you have a plan in place to be able to afford them when those goals become a reality? Convergent Financial Group makes it easier to … [Read more...]
2017 Mt Pleasant Accountants and Certified Public Accountants
2017 Local CPAs NAME ADDRESS PHONE WEBSITE Allan G. Bolden 794 Johnnie Dodds Blvd., Mt. Pleasant 843-881-3707 www.boldencpa.com Baldwin and Associates, LLC 210 Wingo Way, Suite 202, Mt. Pleasant 843-722-0785 www.baldwincpa.com Benjamin Scott, CPA, LLC 2036 Ewall St., Mt. Pleasant 843-284-5548 www.scott-cpa.com Brian D. Kurtz, … [Read more...]