I have just spent 1/2 hour trying to talk to a person. I need to schedule at time when there is a…read morenotary. I could talk to people in Denver. I could talk to people in Phoenix. Chapel Hill office was "Dark" on a Monday morning at 9:30.

I started going there in 2014 but haven't visited in a few years. Friendly, knowledgeable staff…read more Offers privacy and pleasant surroundings.

I had some questions about my tax liabilities after some of my investments had changed. I contacted…read morePaul is Yelp! and made an appointment. We chatted for a bit about my situation, and he was able to give me good, actionable ideas on how to best manage my tax exposure.

VERY EXPENSIVE. I spent over $3k annually for tax prep and filing. I would not say my taxes were…read moreoverly complicated, and I even had a bookeeper who organized all my business documents for Paul's team. Truly as organized as one could be! Not sure if they charge based on income, and could not get an itemized receipts of charges. Would not recommend.

The most convenient branch location for Fidelity Investments in Chapel Hill or Durham. While I do…read morenearly all of my transactions online (deposits, stocks, etc.), I've always found the service at this location exceptional for those rare occasions when I do need to go to a physical branch. The only downside of this location is that the hours aren't great (8-5 M-F, no weekend hours) but as a small reward they do have complimentary coffee.

Stay far away. Their advisors seem to only care about getting your assets under management for high…read morefees. I really never received any good advice, planning or guidance of any value and had really bad investment performance in the investments they managed. This place is why most people dislike and don't trust advisors and the industry. See this and make your own decision: https://www.advisorhub.com/fidelity-pressured-brokers-to-sell-customers-on-costlier-investments-ex-advisor-claims/ Vanguard only charges .3% for management (much cheaper than 1%) or even check out Facet.com or PlanVisionmn.com as much better alternative to this place.

Steve is the best tax guy ever! He has prepped all of my tax returns when I moved to NC and he is…read moreavailable, knowledgeable, fast, and phenomenal. We moved back to the west coast and are in search of another CPA, and nobody can compare to him. He was able to handle our taxes for multiple income properties on top of our regular jobs and maximize our return. When I had kids and went back to work he was available to help us prep and keep things to maximize our return for the following year. I never felt rushed, always felt listened to, and if I was unable to get ahold of him directly, he would return my call or email in a timely manner.

I appreciate Steve's work in helping file the taxes. Steve is knowledgeable, personable, and…read morediligent, and his staff is pleasant and efficient. He answers the questions precisely and explains clearly. I have had a positive experience for the last two years. I highly recommend Steve at Tax Center.

I had an excellent experience with The Finance Queen! Chi Chi really knows her stuff! I was so…read moreimpressed with and appreciative of all the incredible ideas she gave me as I look into a new business idea. I 100% recommend!!

Great staff!!! Wonderful atmosphere! Awesome financial tips to secure your financial future! Come…read moreon in and visit! One conversation will change your life!!!