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May 2026
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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February 2024
Great place to work, their work culture is excellent. I love the Charlotte campus.
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February 2023
The staff is knowledgeable and friendly, and the returns are good when compared with market conditions.
