Investing in Charlotte, NC
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16 locations found near Charlotte
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6135 Park S Dr Ste 510, Charlotte NC 28210
“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!”
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516 North Tryon Street, Charlotte NC 28202
“I began with Linden Thomas in 2018 and I have experienced superior service and results. I recommend Linden Thomas without reservation. I like that performance metrics are transparent (such as the use of GlidePath) and that my financial education is on-going. Steve and his team have all taken the time to provide me the required information so that I can execute my long term financial plans for myself, children and grandchild. My son now has his retirement account with LT LT is proactive (they check in monthly and more frequently when circumstances dictate) and is attentive. My questions and requests are responded to promptly. They have made referrals to ancillary expertise when I have asked. Steve Thomas is disciplined and utilizes diversification to build a portfolio upon which I can rely. All at LT work in unison to achieve the company's philosophy of investment. I remain very happy.”
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10706 Sikes Pl #175, Charlotte NC 28277
“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.”
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6135 Park S Drive Ste 527, Charlotte NC 28210
“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.”
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4521 Sharon Rd Suite 400, Charlotte NC 28211
“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!!!”
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4611 Sharon Road Suite 125, Charlotte NC 28211
“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.”
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12301 Vance Davis Dr B, Charlotte NC 28269
“Friendly guards and staff. Medium size lot in the back. Backing sort of tight but manageable. The truck next to me left so it made it easy for me. Took about 45 mins to unload. I was completed within an hour to 1 hour and 15 mins. Not bad.”
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101 S Tryon St, Charlotte NC 28280
“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.”
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8500 Andrew Carnegie Boulevard, Charlotte NC 28262
“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.”
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6000 Fairview Rd, Charlotte NC 28210
“ML is just one of those long time investments that profit slowly but surely. I'm still looking forward to finding a new financial advisor. I'm sure I'm in the right place.”
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5130 Ballantyne Commons Pkwy, Charlotte NC 28277
“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.”
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230 East W.T. Harris Boulevard B3, Charlotte NC 28262
“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.”
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3920 Colony Rd, Charlotte NC 28211
“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”
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4529 Sharon Road, Charlotte NC 28211
“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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1000 East Blvd, Charlotte NC 28203
“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.”
