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“I did my verification, investigations, invested and also made successful withdrawals in forex and crypto investments and all thanks to Andreas Jorgensen for being a reliable trader”
“I worked with Austin and Alex of Blue Financial and both were very knowledgeable and prepared to give me great guidance and advice. I had talked to other companies before that left me more confused than confident on how to proceed as I am reaching retirement age. I highly recommend you give them a call if you need help with financial planning.”
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15720 Brixham Hill Ave # 300, Charlotte
Financial Advising
“The agents at Insurance Associates are patient and thorough when explaining policy details. They make sure I understand what I'm paying for and what to expect. They how to handle customers professionally!”
“I have used Moore & Moore, specifically Heath Gorby, for personal and business accounting and tax returns for years. Heath’s team provides exceptional professional service for reasonable and competitive prices. I am happy to have found an honest and professional team of accountants. Trust Moore & Moore.”
“Nic and Jeff are the best in the business. They have an amazing talent of making complex ideas easy to understand. Thrilled that they are my financial advisor team!”
“I chose Todd as my financial advisor because my father had been working with him for some time. When he came to our house to review our financial picture, we immediately felt comfortable talking to him about our money and hopes for the future. He was kind and genuine. He was thorough and thoughtful, which made us feel important because we didn't have a large amount of money to invest at the time.I tell everyone that the Calamita team listens. They go above and beyond without question. There are few companies that reach out to customers the way they do. And they're also interested in you, your lifestyle and your family. I feel safe knowing that Todd is involved in my financial future.”
“I recently needed to get something notarized and was dreading the trip to my bank (one of the "big box banks") that would probably eat up hours of my day. One suggestion came up that I should try calling Schwab to see if they offer the service, and they do!!Called ahead and Cooper told me that both persons manning the desk had the ability to notarize documents, no appointments needed.Later in the day, I made my way over to Schwab. The SouthPark location is super convenient, they have their own, dedicated parking lot that was easy to get in and out of.The counter is shared with TD Ameritrade, so once you figured out which side of the main desk to go to, it was a breeze. Cooper looked like he just came back from lunch, or a break but he remembered my voice from my phone query and we got to notarizing (with valid ID and documentation of course!)There was no line and the whole thing probably took 15min (I spent more time driving to the location I bet). Of course, I was only notarizing two documents (total of 6-8 pages of information for my professional engineering license... so I'm sure you need to allot for more time if you have a lot of paperwork to go through and review).It also helps that I am a Schwab account holder. Overall it was a great experience, and I need to think of them more often when I need to do "official business things" or in need of a notary.”
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“I'm thankful for the attentive service I received from Wanda. I am in a better position than I was last year. She does what she explains she will. Thank you.”