Financial Advising near Clemmons, NC

“If you're looking for an accountant who is friendly and cares about his clients, I'd absolutely recommend working with Jared. We've never been led astray with his work for our small business and have considered Jared to be a valued partner and friend. He works hard to do the best job he can for his clients and really understands both the financial and operating side of a business. I've learned a tremendous amount from him over the years.”

“My card was turned off due to fraudulent activity, which was rightfully so. I'm thankful they stopped the money from coming out of my account. I had an appointment for an eye doctor at 9:30, the bank opened at 9. Mike Miller had me in and out with a new card in a matter of 5 minutes. Saved so much stress for me! Thank you Allegacy in Clemmons ?”

“The Winston-Salem branch of Charles Schwab has been extremely helpful to our business. My business partner and I decided to open our company’s SEP IRAs at Charles Schwab because we both have Schwab accounts and have been happy with the performance of Schwab and the ease of doing business with them. When we needed to get more employees who qualified for our SEP IRA added, Jesse at the Winston-Salem branch was instrumental in ensuring that we were able to meet the timeframe that we were under to get them added. He had great follow through, contacted us with updates, etc. I would highly recommend Charles Schwab and Jesse at the Winston-Salem branch.”

“This is so much better than my Suntrust/Truist experiences. I find Allegacy's customer service and business model/practices to be far superior to Truist. However, I do think that the phone situtation with this bank and others I have used needs to be vastly improved. The push to get everyone to do everything online is not always the best approach. Whether it is the lackings of the online system or something personal to the person calling in, sometimes phones are the most efficient way to solve an unusual issue. Treating people that call in as second class citizens by making them hold and putting through a gauntlet of phone prompts can be infuriating. I love online banking capabilitites but phones still have an important spot in the customer service process.”