Donna Mathias, Financial Advisor

FINANCIAL ADVISOR
Donna O Mathias

620 Long Point Rd Unit B, Mt Pleasant, SC 29464opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Special Needs Financial Considerations

Team Members

  • Diana Mears
    Sr. Branch Office Administrator
  • Catherine Cummings
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(843) 216-9753

Fax

(877) 786-1980

Office Address

620 Long Point Rd Unit B
Mt Pleasant, SC 29464opens in a new window

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