Contact, Schedule & Claims Support

We’re Here to Help

Reach out for quotes, policy changes, appointments, or claims guidance. Our teams respond within one business day—and faster for urgent requests.

Schedule an Appointment

Choose your advisor, select a convenient time, and confirm whether you prefer an in-office or virtual meeting. We’ll send calendar invites and reminder texts.

  • Insurance & Wealth appointments available
  • Zoom, Teams, or phone consults offered
  • Bring policy docs, statements, or claims notes

General Inquiries

Send Us a Message

Use the form to request policy updates, wealth management questions, or claims assistance. We reply within one business day.

Claims Guidance

Need to File or Escalate a Claim?

Start with the information below so our team and your carrier can resolve things faster.

Policy number & carrier
Date/time of incident
Location & parties involved
Photos, police or adjuster reports

After Hours Script

Call (864) 879-9770 and leave:

  • Policy number + carrier
  • Date/time of incident
  • Best call-back window

We’ll confirm next steps by noon the following business day.

Visit Us

1880 East Main St, Duncan, SC

Parking available on-site with accessible entry. Appointments recommended for insurance reviews or wealth consultations.

  • Monday – Thursday: 8:30 AM – 5:00 PM ET | Friday 8:30 AM - 4:00 PM
  • Guest parking along the front row
  • Suite entrance located on the east side
Get Directions

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