Investing in Wilmington, NC

4 locations found near Wilmington

“I first went to Masonboro Advisors about a year ago for investment / money management advice, and I'm so glad I did. Bryce Edmister is my financial advisor and he is fantastic! He is knowledgeable, answers all of my questions, provides information in understandable terms, checks in and provides updates regularly, and is very accessible. I like that he is happy to meet in person to answer question and offer advice, and the office is very professional and has a friendly vibe.”

5 Superb13 Reviews

“Greg is always such a pleasure to work with. From sending wires to basic questions he’s always down to earth and helpful. I’ve also always had great experiences with the tellers. It’s been a great banking experience with PNC.”

2.5 Average34 Reviews

“Lauren is extremely friendly and knowledgable. She also listened to my non bank related conversations!! Thanks for being kind and personable!! And also a convenient and great bank!!”

2.5 Average13 Reviews

“I wanted to establish a relationship with a financial planning firm and met with Douglas Schaefer for a complimentary retirement planning consult. I was impressed with the way he listened and understood my situation. He was thorough and helped me based on how I live and what I hope for in the future. He provided a comprehensive report and pointed out some actions I can take to protect myself now, and realize my goals later. Great meeting!”

2.2 Poor10 Reviews

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