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8AM - 5PM
108 Argus Ln B, Mooresville
Investing
“I've relied on Roy Boone for financial guidance since 2019. As a single woman, it's such a comfort to know I can call Roy for his advice, insights and recommendations when considering my options and facing financial decisions. He's knowledgeable, professional and always respectful.”
“I read these reviews and felt compelled to post my experience since my experience was so positive. I dropped into the branch, without an appointment, and Scott made time for me to give me advice on setting a Schwab IRA to use for transferring my 401k. He could not have been nicer, patient and helpful in providing the information needed for transferring funds and setting up the IRA properly. I planned to do my own investing and have not been pushed to anything different since the transfer was made a couple of years ago. I'm sorry to read that others may have not had the experience they had hoped for, but I can tell you that it certainly is not the experience for all customers since mine was very positive.”
8:00 AM - 5:00 PM
7930 W Kenton Cir #260, Huntersville
Investing
“I had the Great fortune to meet with Financial Consultant Mr. Rex Casey to discuss opening several accounts with Charles Schwab. Mr. Casey was very knowable of the products and services that were available and made me feel at ease making the selection for my personal banking & financial needs.
Outstanding Job Mr. Casey!!!
Thanks,
Darryl L Crenshaw”
“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.”
9:30 AM - 4:00 PM
475 River Hwy, Mooresville
Investing
“Excellent customer service from everyone. I've had to deal with multiple major transactions and opened an account for my son and I get nothing but excellent service.”
9:00 AM - 5:00 PM
16700 Statesville Rd, Huntersville
Investing
Investing
Investing
Investing
“Very good Credit Union. Staff is friendly always have a smile on their face. The one thing I don't like is the share banking. You have to go inside to get money. You can't go to the ATM. So that makes it complicated to get money when they're close. That is something that should be looked at. That is why I gave them 4 stars. Other wise if I could'v I would give them ten plus.”