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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.”
“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.”
“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.”
“Kendra was incredibly attentive and knowledgeable. She took the time to walk us through everything. She is very personable and overall made a boring task way more fun and enjoyable. It was clear she truly had our best financial interests at heart. Highly recommend visiting this branch!”
“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 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
“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!”