I recently needed to get something notarized and was dreading the trip to my bank (one of the "big…read morebox banks") that would probably eat up hours of my day. One suggestion came up that I should try calling Schwab to see if they offer the service, and they do!! Called ahead and Cooper told me that both persons manning the desk had the ability to notarize documents, no appointments needed. Later in the day, I made my way over to Schwab. The SouthPark location is super convenient, they have their own, dedicated parking lot that was easy to get in and out of. The counter is shared with TD Ameritrade, so once you figured out which side of the main desk to go to, it was a breeze. Cooper looked like he just came back from lunch, or a break but he remembered my voice from my phone query and we got to notarizing (with valid ID and documentation of course!) There was no line and the whole thing probably took 15min (I spent more time driving to the location I bet). Of course, I was only notarizing two documents (total of 6-8 pages of information for my professional engineering license... so I'm sure you need to allot for more time if you have a lot of paperwork to go through and review). It also helps that I am a Schwab account holder. Overall it was a great experience, and I need to think of them more often when I need to do "official business things" or in need of a notary.

I visited the location in South Park. I had something minor and was anticipating a terrible…read moreexperience but was so pleased by the excellent customer service. There is lots of parking available.

I used 5 Star Credit & Financial Services. I had a pleasant conversation with a woman named Star…read moreand she explained the inner workings of the credit system. I signed up and little by little I did have maybe 4 or 5 items removed. I still have some ways to go but I appreciated the system and services.

DO NOT RECOMMEND! Be aware of companies that ask you to add a review before the process with them…read moreReally starts. I ended connection with them as soon as I could at the 6month mark! The CEO Chemise Star provided the WORST customer experience I have ever experienced in my life. I began to receive condescending responses from the CEO herself, when I needed help logging in it kept saying it was wrong I even sent a video showing the error, then was chastised when I stated I wanted to cancel and even threatened to report me to authorities for harassment when I kept asking for a CONFIRMATION OF CANCELLATION in an email. She got even more upset because she wanted a conversation otp & I was unable to and after the treatment did not want to, I preferred a trail to protect myself if needed. UNPROFESSIONAL and CEO speaks out of emotion. It's VERY ALARMING WHEN THEY HAVE Had ACCESS TO ALL OF YOUR PERSONAL INFORMATION! This isn't even all of it. Each time I contacted 5 Star & was dealing with her directly no words express the disrespect I dealt with. I honestly don't know how she's still in business to the public for this long treating people like this. Do what you can on your own, do your own due diligence with available free resources outside of companies with HORRIBLE CEOs like this one. There is always more than 1 way.

Conscientious investing! Zach Wagner has been my financial advisor for over a decade. He does an…read moreannual check in with me and extra calls on top of that if we are making financial changes. Years ago, I wanted my Roth to be invested in clean energy, no oil, and he set that up for me. Recently, I wanted to avoid certain investments in my individual portfolio and he is personally setting up a new portfolio for me (as the EJ headquarters doesn't have a portfolio that avoids my specific requests). I don't have a ton of investments, but Zach still gives me personal attention. Also, Marietta the office administrator is so charming and fun to talk to. Both Zach and Marietta are diligent and always on top of any requests I make. They also have an awesome holiday cookie party every December for clients at the office. *disclaimer: I am related to Zach, and he's a by the book guy following EJ policies and procedures and will do for you what he does for me.

Agent Jasmine Swaggard did not review our community's HOA CCR's and placed a YARD SIGN, which is…read morespecifically not allowed in plan language in the CCR's. When brought to her attention by a neighbor, Ms Swaggard said, "I thought I did read the CCRs" -- then said -- "Oh, I guess I only read what the dimensions should be" -- except NO YARD SIGNS was in the SAME SENTENCE -- then said -- "When I spoke to the owner to ask her (her) about if yard signs were allowed, she (the owner) said she'd seen some, but wasn't sure if they would be allowed. When she didn't get back to me, I put the sign in the yard anyway". Look, Ms Swaggard's self-authored bio states she, "...has sold over $20mm in home sales and specializes in high-end homes" ... so she's certainly not "new" to this business and, I'd bet my own house she actually READS and FOLLOWS any HOA rules for all those "high end homes" she sells ... but didn't have the time or the inclination to do so in little Pineville NC for a town home? Right. Sure. See, we've seen this before. Realtors put those yard signs in, then claim they didn't know or some such thing - because they WANT the yard sign in. So, they lie. And they install a yard sign just to see how long they can get away with it before claiming ignorance. But it's their ACTUAL JOB to read the CCR's regarding signage. Speaks to their lack of integrity - which is KIND OF IMPORTANT when you're entrusting your largest asset to them, right? Playing "dumb" or blaming the owner? Yes, those things don't fly. I'd never hire her and will gladly tell others to not hire her or ANYone from Costello Real Estate, who obviously doesn't care if their agents are honest or if they show ANY respect for a homeowner nor the COMMUNITY they live in. Just load someone up with rapid-fire excuses instead of being a grown up and admitting you intentionally DIDN'T DO YOUR JOB.

Plain and simple, Joshua's client signed a contract, offer to purchase our home and after 24 hours…read morethe guy got cold feet and pulled out of the contract, yet he still should hasn't paid the due diligence money. Joshua, the agent will not call my agent back She has called him many, many times to see if they are going to pay the money, Even tho they broke the contract. I would not use Costello REI. Normally I never give bad reviews to anyone but what this agent has done is very disrespectful and very discouraging to us and our agent. Joshua Dearing, Costello REI. 2010 South Tryon st. Ste D. Charlotte NC.