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“PEOPLE MAKE PLACES and I absolutely love working with the agents here at Costello ! Personable and so full of heart . If you are looking for an amazing REALTOR here in Charlotte, NC then you want to work with CREI !”
“Ken Laglenne has worked with me and my clients in a Fractional CFO capacity and let me emphasize how excellent he is. Not only does he value add through his knowledge, experience and depth of creative problem
solving, he possesses a rare level of business maturity-even a kindness- that is refreshing in a very stressful industry. Five Stars !”
“We have been clients working with Todd for so long that when we started we couldn't imagine ever being able to retire. Over the years Todd and team are not only trusted advisors, but along the journey they became friends.
What Todd and Britton have done with a modest income is truly a testament to their knowledge, skill and ability to listen to our needs and concerns. Now at retirement we sleep well at night and enjoy the next phase of our journey.
Very gratefully,
M and G George”
“Recently my wife and I our were looking to purchase a home. However my credit issues stood in the way. I reached out to Wanda who created an amazing plan for me to achieve my goals. She is true professional and will work with you through any circumstance. With her help I was able to purchase a new home in late 2023. Please consider her service if you need help improving your credit. It’s life changing!!!”
“We have been working with Sherry for over 20 years and have had great advice and management of our investments and financial planning. They have provided sound financial strategies consistently and I highly recommend them.”
“I have a 30 year relationship with the Wealth Enhancement advisors that I use and have nothing but excellent experiences with them. I can honestly say that in my retirement years, I’m so glad they have guided our investments!!!”
“We have been beyond grateful to Heath for everything he has done to manage our portfolio. He is readily available, answers all of our questions and is highly knowledgeable. We would definitely recommend his services.”
“Easy and affordable to buy. Customer service experience was flawless. Got appointed to Kyle (the sales guy). Awesome personality very friendly and informative. Answer all questions i had about the car i was interested in. Helped me and my family to get back on the road with a new vehicle. Very well recommended. Go to Kyle!”
8:30AM - 5:15PM
516 N Tryon St, Charlotte
Financial Advising
“Our family has entrusted Steve Thomas and Bryan Krakker of Linden Thomas & Company with our financial portfolio for the last two decades, and we are now beginning our third generation with them.
That kind of continuity only exists when trust is earned, communication is consistent, customer service is exceptional, and results hold over time.
Their values and integrity are the foundation of everything they do. We are grateful to have them as our advisors—and to consider them friends.”
“Nic and Jeff are the best in the business. They have an amazing talent of making complex ideas easy to understand. Thrilled that they are my financial advisor team!”
“These accountants are top-notch. We've been with Brian Boswell since he was a solo CPA and now he's joined the Scharf Pera firm as a partner. Brian has been a trusted source of advice for us throughout the years. Now I recommended Scharf Pera to my family and colleagues.”
“Just picked up our taxes and it’s another great job. We’ve been coming here for years and really appreciate the super job. Denita in particular is the person we talk to the most and she is kind and wonderful to work with. Thanks Joan”
“Excellent customer service. I was unsure what to do with my online TIAA account, so I spoke by phone with Brennan at the TIAA Charlotte office. He was very professional, competent, and personable. There was also very little wait time. It was one of the best experiences I've had with any customer service phoneline.”
“I can't vouch for this branch, however my experiences with Schwab have been 95 out of 100 positive for over 25 years. I left TDA because of poor customer service and have had wonderful customer service with Schwab. However, I will say I do not use branch based services - I am self-directed in my approach to investing and use the phone exclusively. My bank and Schwab and linked so no issues with funds transfers and the Think or Swim platform is wonderful. So, for all the "1" ratings, I'd like to know if these are due to trying to use the branch to conduct business. My experience over the phone has worked seamlessly.”
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“Nate and the entire team were very professional and very helpful for us in making informed decisions about our retirement decisions. Highly recommended for anyone looking towards retirement planning. Thank you Nate and the team.”