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8:30AM - 5PM
6135 Park S Dr Ste 510, Charlotte
Investing
8:30AM - 5:30PM
10706 Sikes Pl #175, Charlotte
Investing
“My financial advisor, Josiah Phillips is both professional and exceptionally detail‑oriented. He has a true gift for teaching, helping me clearly understand the financial decisions I’m making, their long‑term impact, and how they align with my life goals and values. Josiah approaches financial planning with care, clarity, and integrity, and I have complete confidence in his guidance.”
“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!!!”
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.”
8:30AM - 5:15PM
516 N Tryon St, Charlotte
Investing
“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.”
8:30AM - 5PM
4611 Sharon Road Suite 125, Charlotte
Investing
“I had the pleasure of getting assistance from Brooke the other day. She greeted me right away when I arrived. She was professional, pleaseant and attentive to my concerns. Brooke made the process very seamless. Thank you providing great service.”
“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.”
“I went to open up a new account with an elderly member of my church. We made an appointment and were seen promptly. Kendra was very patient and helpful explaining things, and she got everything set up for us.”
“I recommend James Karalis ChFC Excellent Wealth Management Advisor at TIAA. I spoke by phone, He was very professional, competent, and personable. He sent me right away the proposal profile then we talked by the Zoom meeting for more details. Super helpful.”
9AM - 5PM
3920 Colony Rd, Charlotte
Investing
“I had a really good experience. Manny was helping me and my wife out so much and he gave us so much information to make sure we knew everything about every choice, he was really helpful and helped me see a lot of these things better”
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
“Calamita Wealth Management has been a complete game changer for us. They genuinely care about their clients’ well-being and personal goals, offering personalized and trusted guidance every step of the way. Their commitment goes far beyond the typical call of duty for financial planners. The time and attention they’ve invested in helping us plan our future has truly not gone unnoticed — they make you feel like you’re their only client. We fully trust them with our financial future and so grateful my parents led me to them!”