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8AM - 5PM
6135 Park S Dr Suite 527, Charlotte
Investing
“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.”
“I did my verification, investigations, invested and also made successful withdrawals in forex and crypto investments and all thanks to Andreas Jorgensen for being a reliable trader”
8:30AM - 5:30PM
10706 Sikes Pl #175, Charlotte
Investing
“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.”
8:30 AM - 5:15 PM
516 N Tryon St, Charlotte
Investing
“We were clients of Steve Thomas even before he started Linden Thomas over 20 years ago. Honesty, competence and dedication to his clients have always been his mission. We appreciate that the team at Linden Thomas treated us as "important" clients even when our assets were small. They still keep us educated on their strategies and actions and engage us in their investing decisions. When we were forced into early retirements due to a medical event in 2016, our confidence was validated. Even through the post COVID downturn, their personalized management has sustained us. Steve Thomas and the entire team at Linden Thomas helped us reach a place of financial security even in the face of those unexpected financial challenges and we would highly recommend them.Jeff and Becky Kennedy”
“I had a safe for valuable documents, and Gurus locksmith recommended the ideal solution to keep my items secure. Their understanding of security is deeply appreciated.”
“Year in and year out these people are consistently courteous, knowledgeable, and professional. Thanks to Wesley this morning. He was the epitome of great client service. I don't know where they find such clearly excellent people.”
“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’ve been with this bank since 2016 and my experience has been very positive. The staff has been very friendly whenever I’ve had to go inside the bank. The managers have gone over and beyond their service when I needed something explained or help with an unusual (for me) transaction. I’m very supportive of their online services. I’m very pleased with this branch of PNC.”
9AM - 5PM
3920 Colony Rd, Charlotte
Investing
“I was in Charlotte to handle family business and went to the Cotswold branch to access a parent's account with the correct documents in hand. I was asked if I'd already filed the paperwork with PNC bank, which I hadn't, and told there would be 'a waiting period.' That's not a normal procedure. I left and took my documents to this PNC branch, was treated very politely and they handled my request quickly. There was no filing of forms and no waiting period. Great service here.”
8:30AM - 5PM
4529 Sharon Rd, Charlotte
Investing
“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.”
9AM - 5PM
1000 East Blvd, Charlotte
Investing
“Sarah Brogdon, branch manager senior, is exceptional, knowledgeable and very cheerful. Overheard all the staff checking in on waiting patrons and making sure everyone was helped. Great branch location. The bad reviews appear to be older so I believe management has probably changed or improved.”
Investing
Investing
Investing
Investing
Investing
Investing
“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”