Investments, Financial Planning, Personal Insurance, and Commercial Insurance Serving South Carolina, Georgia, and North Carolina.
Located in Seneca, SC our office serves individuals and business owners.
ABOUT US AND WHAT WE DO
Our team believes that we are privileged to serve individuals and business owners with their risk management and Financial Services needs. Our staff is uniquely qualified to serve our clients. David Chudyk holds the Certified Financial Planner(tm) designation and helps to oversee clients' financial affairs. Agency Manager, Jessica Owens oversees all office property and casualty insurance operations. Risk Management Specialist, Dana Swarner serves in a business development role and works with individuals and business owners.
COMMUNITY INVOLVEMENT AND LOCAL CONTRIBUTION
David Chudyk is Active with the Oconee Chamber of Commerce and is the President elect for the South Carolina Chapter of the Financial Planning Organization.