Very polite and helpful. I'm happy I chose to invest here. I'm a beginner and not investing a…read morehuge amount but Josh Dillon made opening an account easy.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

VERY BAD SERVICE!!! If you have an accident with one of their clients they ignore and try to ghost…read moreyou and hope you forget about having your car fixed.

This place sucks I been trying to get someone to call me back for 5 months in a car accident not my…read morefault No one has gotten a response back to me after 5 months try everything in my power to get my car fixed Technically its 0 stars but had to post something

They helped my elderly aunt with a simple will. It was done over Zoom, so no dragging her out,…read morewhich was perfect. Their contact with us has been good and we feel that she is satisfied.

From the owner: Guzhuna is a risk and wealth advisory firm, built on the philosophy that protecting wealth and…read moregrowing it are not separate pursuits. Headquartered in New York and serving clients across the United States and Internationally, we work with business owners, executives, and families whose financial lives require more than capable advice across individual engagements. We offer insurance, investment management, wealth structuring, estate planning, and business advisory as one integrated strategy. Our approach is built from the ground up. Risk is assessed and structured before capital is deployed. Every component of a client's financial life is designed to function as one coherent whole, from the protection of what has been built to the planning of what comes next, and the legacy that follows. We carry no proprietary products and maintain no affiliations that would influence our recommendations. Our only obligation is to the long-term integrity of the financial lives entrusted to us. Independent. Unconflicted. Built to endure.

Very professional wealth management firm in Charlotte with great results and happy clients…read more Launching their own custom index products that are game changers.

From the owner: Unlike other investment firms (fee-only investment advisors and retail advisors), Linden Thomas &…read moreCompany directly manages money for their private client (Institutional Direct). We also have a team of CFP®s, CFAs, FPs, FAs, and other industry experts that work together to help each client. This enables each client to plan, manage, and navigate before and during retirement. The main benefit is that our structure removes unnecessary layers of fees. Recognized 27 times as one of the nation's top wealth managers, Linden Thomas & Company takes great pride in putting their needs first. This is why we have built a team of professionals with different talents to build portfolios directly tailored specifically to the client's needs. Our focus starts with service and education and ends with tailored needs and results. Over the years this focus has helped our founder and team to be one of the industry's most recognized, but the real reward is when clients can rest and know they are being cared for.

We've relocated just down the street to: 10564 North Main Street, suite A, Archdale, NC 27263. 336…read more434 6696.

This bank has difficulty remembering that without their customers they would not be in business…read more We have been with this bank for 25 years and through the years we have watched amazing managers and staff leave and be replaced by some very rude and arrogant people. They do not respect privacy by leaving office doors open allowing everyone to hear other customers business. We went to deposit a large closing check drawn on Truist into our account and withdraw funds. The response was, what are you going to use the money for, with a jack o lantern smirk. When we told him what we use the money for was none of his business, it put a bigger smirk on his face. He went into a big speech as to why they do it. Finally, I told him I have stage 4 cancer and if I wanted to give it all away it was none of their business. I was then told it would take 2 weeks to clear and 3 weeks to be able to draw from. When we told him it was unexceptable he said we would have better luck at Truist with a smirk. I asked him if he thought this was funny. Jason of the Oak Ridge office snickered. At that point, we decided to leave the arrogance and insulting abuse. We went to Truist, who treated us with the utmost respect. Our funds will be available in 2weeks. In conclusion, the Bank of Oak Ridge is a very small fish appearing to struggle in today's world. We have decided to move to a national bank.

I have been with bank of oak ridge more than twenty years. I have always received Great friendly…read moreservice. Jason Miller was very helpful today when he helped me resolve a possible identity theft because someone had out there had gotten my SS#.

Best bank in town! They care about their patrons there. They recognize us and are very helpful with…read moreanything we need. Much, much better than those huge banks and are not such safe places to put your money.

Fidelity Bank is the best bank in Kernersville. The employees are wonderful. This bank treats you…read morelike a real person with a name and not just a bank account number. We have always been more than pleased with the service.

Warren, Wren and their Edward Jones team are excellent financial advisors and I have trusted them…read morewith my investments for many years. Joe M.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

This particular branch, and the folks who work there are terrific. I've received only the best…read moreservice and advise while doing business at the branch. I have other accounts at other financial institutions and, by comparison, visiting this branch is always a positive and pleasant experience.

Free checking account without charging you for it. HELL YEAH, I'm a fan of this bank. Plus the…read moretellers are super nice and helpful. Skip BofA and Wells Fargo and open you an account and save money. Big banks suck, in my opinion. Give your banking business to a hometown local bank instead.