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10AM - 5PM
375 Star Light Dr, Fort Mill
Investing
“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”
“Jessi Honeycutt, the assistant manager, was super friendly, understanding, professional, and thorough. It was a perfect experience extending my loan. Highly recommend!”
8AM - 5PM
6135 Park S Dr Suite 527, Charlotte
Investing
“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.”
“After transferring everything under Fidelity I find the service(s) is/are helping me more than I ever thought. I can call them anytime and get through to someone who actually helps, after I get past the virtual assistant which infuriates me almost everytime. If only Fidelity had mortgages I would not have deal with the very large bank with an annoying virtual assistant that gets me to no-one. My last call to Fidelity concerned this very large bank who wanted my mortgage payment but could never get me through to a person. Within 5 minutes the Fidelity representative gave me 3 alternatives to get money to the very large bank. So, do you want a virtual assistant who will get you to a voicemail which may never respond or to a person that helps? Try Fidelity and you may eventually find the words so that the virtual assistant understands.”
8:30AM - 5PM
4529 Sharon Rd, Charlotte
Investing
“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.”
“They not only is polite but very professional and they try to help you no matter what the case may be they don't put you on hold forever 5 stars for ever you heard”
“Walked in today for a check and a lost card problem. Bridget provided the best customer service the moment I stepped in the bank. Everything was resolved and i felt taken care of. Thanks for your great customer service Bridget!”
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“So appreciate Martin’s knowledge and honest perspective regarding investing in Precious Metals. Very grateful that he never pushes Customers with fear or any twisted form of panic, like so many other Companies seem to do. People should consider using Kingdom Talents for a portion of their investments. They are uncomplicated and straightforward in all their dealings; no manipulation or omitted information. Always kind, always polite, and always fair…?”