Category Archives: Financial Services

Cash Management and Working Capital: Making your business flow

Join the experts and learn how to manage vendor payables, maximize working capital and liquidity, understand your cash flow cycle. This workshop will explain the balance sheet and the uses of working capital. SPEAKER: William A. Russell III is a Principal with Jarrard, Nowell, and Russell, CPA in Summerville. Mr. Russell is a 15-year veteran…
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James Poole joins The Jaffee Group

James Poole has joined The Jaffee Group at Shelter Lending Services, LLC as a Loan Officer. James brings with him two years of mortgage lending experience, and a background in economics. A native of South Carolina, he holds a degree in Economics and English from The College of Charleston. James goal is to make his…
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National ranking for Wallick Investments’ Core Growth and Fidelis Composites

Morningstar® and Money Manager Review have recognized Wallick Investments’ performance with high national rankings. In addition to receiving a 4-star Overall Morningstar RatingTM among 155 mid-cap blend products as of September 30, 2017* for the Wallick Investments’ Core Growth Composite, Money Manager Review, the San Francisco-based firm providing independent analysis of private money manager firms…
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Consolidated Planning, Inc. Celebrates Grand Opening in Summerville

SUMMERVILLE, SC, October 6, 2017 – The Greater Summerville/Dorchester County Chamber of Commerce recently held a ribbon cutting to celebrate the grand opening of Consolidated Planning, Inc. in Summerville.  They help their clients pursue their financial objectives by educating them and taking the mystery out of investing, insurance, estate conservation, and preserving wealth.  Visit their office…
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