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9:30 AM - 4:00 PM
868 N Church St 2nd Floor, Concord
Investing
9AM - 4:30PM
227 Branchview Dr NE, Concord
Investing
“Brian and his staff are all very helpful and knowledgeable when it comes to helping you manage your finances. They've done a fabulous job helping my son and I grow and manage his special needs trust. Because of the great job he is doing I no longer worry as much about there being money available to care for my disabled son when I'm no longer here. And Candace is always so sweet and helpful whenever I call. I would highly recommend them to anyone needing those services.”
Investing
Investing
Investing
“Everyone is so friendly! My deposit was quickly taken care of. Not a single snag. Just an average trip to the bank. Safety measures for COVID were politely explained with signs in the lobby. I think the woman at the front desk was smiling, but it's hard to tell with these masks. Either way, 10/10 bank location.”