Financial Advising in Winston-Salem, NC

“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.”

“I've been with Allegacy about a year and a half since merging into my wife's account once we got married. I honestly can't believe no one told me what I was missing! Hidden fees and poor customer service were just "the norm" to me at my previous bank so Allegacy has been such a breath of fresh air! I've been to multiple locations and can vouch, they hire exceptional people, and they really CARE. North Patterson is my home branch and it's always a pleasure to stop by if there's something I can't already do on the app/website.Well done!”

“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.”