David Lloyd - Mutual of Omaha

Colonial Asset Management Inc, known as Colonial Trust Company, has been a trusted provider of investment management and fiduciary services in South Carolina for more than a century. This privately-owned firm specializes in delivering high-quality financial solutions to individuals, families, and institutions, tailoring their services to meet the unique objectives and needs of each client. With a strong focus on building lasting financial legacies, Colonial Trust Company takes pride in its multigenerational approach to wealth management. Their experienced team works closely with clients to develop personalized investment strategies, offer comprehensive trust and fiduciary services, and create collaborative wealth planning solutions designed for long-term success. Additionally, Colonial Trust Company offers family office services to alleviate the daily financial burdens of individuals and families, as well as partners with businesses of all sizes to design corporate retirement plans that align with their specific needs. Clients can also benefit from access to the firm's in-house Quarterly Reports, providing valuable insights prepared by their knowledgeable team. Generated from the website content

George Johnson Insurance is an independent insurance and financial services company established in 1953. The company employs more than 10 insurance specialists who serve over 3,500 individuals and families and nearly 1,000 businesses in Spartanburg County, S.C. It provides financial products from Drive Insurance from Progressive, Amtrust Insurance, Allied Insurance, First Comp, Chubb & Son, The Hartford and Auto-Owners. George Johnson Insurance provides professional insurance counseling services for clients. It offers auto, homeowners and life insurance plans. The company additionally provides crime insurance, business interruption insurance and debris removal insurance plans. It offers specialty insurance coverage programs for restaurants, religious institutions and golf courses. George Johnson Insurance is located in Spartanburg, S.C.