Schedule Appointment

To schedule an appointment, please complete and submit the form below. If you have questions, please contact Sharon at 803-367-4100 ext. 2161. We will respond as quickly as possible.

We are committed to protecting your financial information, and ask that you not include personal or confidential information in this form. We can respond to general questions via email, but for your safety, we are unable to release account-specific information through email.

We may be able to answer your question in our FAQs here. If not, please complete form below and we'll respond within a business day. Business hours are Monday to Thursday 8:30 am to 5:00 pm, and Friday 8:30 am to 6:00 pm.

Remember! Never share your private information (member number or Social Security Number) on this form.

Name
OK Name is required
E-mail
OK E-mail is required
Phone
OK Phone is required
What is the best way to be contacted?
- Phone
- Email
OK What is the best way to be contacted? is required
What is the best time to be contacted?
- Morning
- Afternoon
Optional OK What is the best time to be contacted? is required
Are you a Family Trust member?
- Yes
- No
Optional OK Are you a Family Trust member? is required
Tell us about your financial goals
Optional OK Tell us about your financial goals is required
OK is required

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What is the best way to be contacted?

What is the best time to be contacted?

Are you a Family Trust member?

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