Investing near Rolesville, NC
6 locations found near Rolesville
View Map
Investing
Investing
“Darryl has been amazing to work with. Anything having to do with financial planning or planning for retirement scares me, but Darryl has been so patient with me and really helped me make the decisions that needed to be made. Thanks to him, we're on our way to having a great retirement.”
Investing
“Becky is very easy and delightful to work with. She describes and defines the financial world in laymen terms that I can understand. I have been able to always reach her no matter what time of week it is and she is either available to take my call or gets back to me the same day. She follows up monthly and we have a yearly review. She understands my goals and and is helping me see the results. It’s such a comfort knowing my financial advisor truly cares about my goals and well being. I highly recommend her!”
Investing
Investing
“New customer opened an account today online with virtual wallet it was quick and convenient. Followed by depositing check in person the teller was very nice andPersonable , didn’t catch anyone’s names but she was nice as well as the older gentleman who helped me with my account and discussed credit card”
Investing
“Beverly is a top notch professional and has the most sincere kindness I’ve met in a long time. Everyone seems to know her and say hello. The trip here is longer than the Wake Forest branch but making this stop a definite new priority! I’m opening an account here because of how incredible the human experience! Thanks Beverly ?”
“Valerie is a wealth of financial knowledge and has great way of keeping us in line with our retirement goals. Highly recommend her for anyone that wants to build their financial wealth.”