Investing in Charlotte, NC
15 locations found near Charlotte
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Investing
8AM - 5PM
6135 Park S Dr Suite 527, Charlotte
Investing
8:30AM - 5:30PM
10706 Sikes Pl #175, Charlotte
Investing
“We have been clients for almost 15 years. Could not possibly be happier with the "above and beyond" service we get from the Charlotte office. If you're looking for advice, accountability, and asset management from a firm with a strong biblical worldview, this is the firm for you.”
Investing
Investing
“I chose Todd as my financial advisor because my father had been working with him for some time. When he came to our house to review our financial picture, we immediately felt comfortable talking to him about our money and hopes for the future. He was kind and genuine. He was thorough and thoughtful, which made us feel important because we didn't have a large amount of money to invest at the time.I tell everyone that the Calamita team listens. They go above and beyond without question. There are few companies that reach out to customers the way they do. And they're also interested in you, your lifestyle and your family. I feel safe knowing that Todd is involved in my financial future.”
Investing
“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.”
Investing
“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.”
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”
Investing
“After transferring everything under Fidelity I find the service(s) is/are helping me more than I ever thought. I can call them anytime and get through to someone who actually helps, after I get past the virtual assistant which infuriates me almost everytime. If only Fidelity had mortgages I would not have deal with the very large bank with an annoying virtual assistant that gets me to no-one. My last call to Fidelity concerned this very large bank who wanted my mortgage payment but could never get me through to a person. Within 5 minutes the Fidelity representative gave me 3 alternatives to get money to the very large bank. So, do you want a virtual assistant who will get you to a voicemail which may never respond or to a person that helps? Try Fidelity and you may eventually find the words so that the virtual assistant understands.”
8:30AM - 5PM
4529 Sharon Rd, Charlotte
Investing
“I recently needed to get something notarized and was dreading the trip to my bank (one of the "big box banks") that would probably eat up hours of my day. One suggestion came up that I should try calling Schwab to see if they offer the service, and they do!!Called ahead and Cooper told me that both persons manning the desk had the ability to notarize documents, no appointments needed.Later in the day, I made my way over to Schwab. The SouthPark location is super convenient, they have their own, dedicated parking lot that was easy to get in and out of.The counter is shared with TD Ameritrade, so once you figured out which side of the main desk to go to, it was a breeze. Cooper looked like he just came back from lunch, or a break but he remembered my voice from my phone query and we got to notarizing (with valid ID and documentation of course!)There was no line and the whole thing probably took 15min (I spent more time driving to the location I bet). Of course, I was only notarizing two documents (total of 6-8 pages of information for my professional engineering license... so I'm sure you need to allot for more time if you have a lot of paperwork to go through and review).It also helps that I am a Schwab account holder. Overall it was a great experience, and I need to think of them more often when I need to do "official business things" or in need of a notary.”
Investing
“Very good experience! I came to this branch to fix an issue with my online account. I got all the help I needed from two wonderful people: Maria Zambrano (Branch Manager) and Jose Vela. They were both courteous, friendly and professional.”
Investing
“Walked in today for a check and a lost card problem. Bridget provided the best customer service the moment I stepped in the bank. Everything was resolved and i felt taken care of. Thanks for your great customer service Bridget!”
9AM - 6PM
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
“I haven't been to this branch since the day I opened my account a decade ago. Not sure about the other reviews but the customer service was fantastic! Kendra Morgan greeted me with great energy and a smile right when I walked in (and on a FRIDAY!) and handled all my needs promptly. Very much appreciated!”
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.”
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