BIG Money Retirement Claim this business

Abigail Danielson Google

2 months ago

Amazing company… so happy with where we are at this time. It took years for us to choose a company, and once we learned about Big Money in Charleston, and went to our first meeting, we knew they were our fit! Our advisor, Kyle was very professional from the get-go and also very personal. Mia is amazing and friendly, as well as organized and friendly.

James McMakenon Google

7 months ago

We moved to Big Money after being with a couple of other advisors for a few years. The reason we moved was because when Big Money did our initial review they helped us to see hidden charges that we brought back the advisors who explained it away. Big Money has training and seminars that cover many things that interest us. Everything they have done to help us has impressed me and I highly recommend that you do your research to make sure they are the right fit for you. I can say I did my research and we are very happy with Big Money.

Tracie Thomason Google

5 months ago

I recently attended a Big Money event. Great experience with Big Money Investments! Matthew H and his team take the time to truly understand your financial goals and create a strategy that aligns with your future. They made the investment process feel simple and comfortable, and I’m confident about the direction we’re heading. Their knowledge, professionalism, and transparency make the entire process feel comfortable and trustworthy. I Highly recommend if you want a team that genuinely has your best interests in mind!

jeffon Google

a month ago

Well I don't do many reviews but I just had my quarterly review and boy it didn't disappoint... talking with Johnathan is always a joy... it's always easy to get off subject and get away from business at hand then back to the subject matter... I've been to a bunch of dinners with different planning firms and had follow up discussions with most...but we put down our landing gear and tied up at Big Money....we feel they have our back and have charted our course for now and the foreseeable future... till next time thanks Johnathan and your team

Trixi Aon Google

4 months ago

Burgess Investment Group genuinely cares for us (their clients) because of their integrity, and they know how to care for us since they take the fiduciary responsibility to heart. The BIG advisors and team succeed with and for you, as you set goals and pose questions. I believe they expect more from themselves (on my behalf) than I realize. I appreciate this! Contact them today to start a conversation.