Investing in Wilmington, NC
5 locations found near Wilmington
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“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!!”
Investing
“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!”
Investing
“Hands down the nicest PNC branch I've ever been to! The employees were so friendly and helpful. They knew exactly how to help before I even finished explaining. Greg was able to fix the discrepancy in my account in no time. I expected to have to wait for a little while for them to make me a new card -- wrong! It only took 2 minutes! I usually have bad experiences with PNC branches, but this one just changed my mind about the company! I will definitely be coming back to this location!”
Investing
“I have worked with Flat Flippen at this office for several years as he helped my mother with her investments. He always treated her with respect and courtesy making sure she handled her investments carefully to last her through her golden years. If looking for someone to help with your retirement funds Walt is your guy.”
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“With over two decades of experience in M&A, I've had the privilege of working with various professional advisors. However, it's rare to find someone like Ryan who takes the initiative to engage other experts in order to devise a comprehensive plan that truly benefits the client's business. Ryan's proactive approach ensures that his clients are well-prepared for the sale process by addressing business value and tax implications upfront.Working alongside the staff at Masonboro Advisors is a pleasure; their friendly and approachable demeanor makes them not only trusted advisors to their clients, but also a valuable partner to our firm.”