Investing near Wake Forest, NC
9 locations found near Wake Forest
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Investing
8:30AM - 4:30PM
941 Gateway Commons Cir Suite 113, Wake Forest
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
“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.”
9AM - 5:30PM
6166 Rogers Rd, Rolesville
Investing
“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.”
Investing
“Chaz helped me open some small business accounts and was one of the nicest most professional people I've worked with in a long time. The process is a lengthy one and he worked through lunch to make it happen. I wasn't sure about a bunch of stuff and he was really great at answering my questions and even mentioning things I hadn't considered.I'm certain that if any issues should arise Chaz would be the guy to get to the bottom of it. Two thumbs up for a guy that went the extra mile.”
Investing
“The Thomas Group was very helpful and knowledgeable when posed with our investment and retirement questions. Their answers were quick and on point. They were not overzealous to sell us something that was not right for us. Would recommend this firm for any personal or business financial matters.”
Investing
“Thank you for finally hiring some great people. I literally stopped going into this branch(6 forks) because of some of the rude staff. I see their gone and the place is amazing now. I needed to order some euros for travel. The teller was so sweet and helpful. Friendly smiles, great service. Awesome PNC Branch!”
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 ?”
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Wells Fargo Bank
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“We love Jeff! He's a great listener, and he explains things so clearly and offers up fantastic advice and counsel. My wife and I felt so clueless about financial planning before talking to Jeff. Now we feel like we're in capable hands. Highly recommended”