Investing in Charlotte, NC

11 locations found near Charlotte

“Roger and his team are amazing. I now have the confidence to move forward with my retirement plans and be the best steward of God's gifts I can possible be.”

4.9 Superb16 Reviews

“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”

5 Superb13 Reviews

“I had a safe for valuable documents, and Gurus locksmith recommended the ideal solution to keep my items secure. Their understanding of security is deeply appreciated.”

4.5 Superb8 Reviews

“We were clients of Steve Thomas even before he started Linden Thomas over 20 years ago. Honesty, competence and dedication to his clients have always been his mission. We appreciate that the team at Linden Thomas treated us as "important" clients even when our assets were small. They still keep us educated on their strategies and actions and engage us in their investing decisions. When we were forced into early retirements due to a medical event in 2016, our confidence was validated. Even through the post COVID downturn, their personalized management has sustained us. Steve Thomas and the entire team at Linden Thomas helped us reach a place of financial security even in the face of those unexpected financial challenges and we would highly recommend them.Jeff and Becky Kennedy”

4.4 Superb29 Reviews

“Year in and year out these people are consistently courteous, knowledgeable, and professional. Thanks to Wesley this morning. He was the epitome of great client service. I don't know where they find such clearly excellent people.”

3.8 Good30 Reviews

“Excellent customer service. I was unsure what to do with my online TIAA account, so I spoke by phone with Brennan at the TIAA Charlotte office. He was very professional, competent, and personable. There was also very little wait time. It was one of the best experiences I've had with any customer service phoneline.”

4.1 Good28 Reviews

“I’ve been with this bank since 2016 and my experience has been very positive. The staff has been very friendly whenever I’ve had to go inside the bank. The managers have gone over and beyond their service when I needed something explained or help with an unusual (for me) transaction. I’m very supportive of their online services. I’m very pleased with this branch of PNC.”

2.3 Poor68 Reviews

“Sarah Brogdon, branch manager senior, is exceptional, knowledgeable and very cheerful. Overheard all the staff checking in on waiting patrons and making sure everyone was helped. Great branch location. The bad reviews appear to be older so I believe management has probably changed or improved.”

2.2 Poor32 Reviews

“I can't vouch for this branch, however my experiences with Schwab have been 95 out of 100 positive for over 25 years. I left TDA because of poor customer service and have had wonderful customer service with Schwab. However, I will say I do not use branch based services - I am self-directed in my approach to investing and use the phone exclusively. My bank and Schwab and linked so no issues with funds transfers and the Think or Swim platform is wonderful. So, for all the "1" ratings, I'd like to know if these are due to trying to use the branch to conduct business. My experience over the phone has worked seamlessly.”

2.2 Poor14 Reviews

“I was in Charlotte to handle family business and went to the Cotswold branch to access a parent's account with the correct documents in hand. I was asked if I'd already filed the paperwork with PNC bank, which I hadn't, and told there would be 'a waiting period.' That's not a normal procedure. I left and took my documents to this PNC branch, was treated very politely and they handled my request quickly. There was no filing of forms and no waiting period. Great service here.”

2.1 Poor20 Reviews