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    Casasanta Financial Services

    5.0 (1 review)
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    Services - Casasanta Financial Services

    Investment management

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    7 years ago

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    Superior Insurance Of Charlotte - f you are new to the Charlotte area, don't worry we got you covered!

    Superior Insurance Of Charlotte

    (7 reviews)

    Travis and his staff are wonderful. Montana was at the front desk and immediately helped me with my…read morequestions. I had emailed my car insurance declaration page a few days prior and they already had an 'apples to apples' comparison from several companies. They also had a few ideas on how to protect my house and cars with an umbrella policy. I recommend checking them out if you have a chance. They will work hard to get you the coverage you need and at a very reasonable price.

    BE Cautious of this business.... They, meaning the Insurance agents themselves. They charge you…read moreextra hidden fees that is never discussed when buying their policy. I had called to purchase a new policy and to add my granddaughter as a new driver. Spoke to Jose and during our conversation, he never once mentioned the extra $160.00+ fee that is charged by the agency themselves. They call it, "Policy or Service Fee Consent" but they, Jose never mentioned these fees. They charge it separately from the policy itself. It wasn't until I went to sign the paperwork, I seen the hidden fee, and I specifically typed on the signature line, "LET'S DISCUSS THESE FEES". I did not receive a call from anyone at Superior. and it was already after closing. I called the next day and spoke to a woman and told her I wanted to cancel my policy because these extra fees that were never discussed, she stated in a raised voice, "you're not getting that back and that you signed the paperwork approving it". So, I guess when the electronic signature crap they send you automatically signs your name even though it gives you a choice to type what you want, it converts it to a signature. My paperwork shows exactly what I typed and SIGNED. They at Superior are saying that I SIGNED IT AND AGREED TO IT... THAT'S A LIE. I am filing a complaint with the NC Insurance Commissioner of their shady business doings. I have never had an Insurance Agency bill me a service fee on top of what I am charged from the Insurance company themselves, including the one I am currently with. Keep shopping for a better and more honest Insurance Agency!!!

    H&R Block - Inside the H&R Block office.

    H&R Block

    (5 reviews)

    DO NOT FILE TAXES HERE. Horrible service, last year I paid nearly $800 to have my taxes filed…read more This year when I went to file my next years taxes I was informed that H&R Block never filed my taxes. As a result I got a $7200 fine from the IRS and H&R Block takes no responsibility for their mistake. Additionally the employees at this location treated me like I was trying to scam them out of some information they were as unhelpful as they could possibly be. Somehow they couldn't find our payment in their system I had to show them my bank transaction where I paid just for them to believe me but still did not help at all and wanted us to just leave the store. They were obviously frustrated at us for some reason when it was them in the wrong not us. Never again will I file with HR Block.

    Oh taxes, how I do not like to look at all the paper work and deal with you. Thank you H&R Block!…read more I had gone here and had a very pleasant experience. When my husband and I first walked in, we were greeted and asked to fill out a form. Pretty standard. After filling out the form, we were asked if we wanted any brownies or water. BROWNIES!!! As much as I enjoyed the offer, I had to decline since I was so full from eating dinner before arriving. Just that little gesture made me have a homey feel in that building. The staff was very delightful. I know there were times of frustration while doing our taxes, but they persevered through it all to help us out. Everyone was so friendly. Even when we were still in the office well after hours, it did not seem like the staff was trying to rush us out at all. I highly recommend this place for any tax help in the future!

    Casasanta Financial Services - investing - Updated August 2026

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