The staff is knowledgeable and friendly, and the returns are good when compared with market…read moreconditions.

I've not been able to close and move my account to another institution, that is the plain fact…read more I've gotten the runaround, have completed their application multiple times and still no service on their part. They are making it difficult on purpose to rollover over your money if you ever need or want to so that you keep it with them. They say I've missed an item (frivolous as it is) on the form when indeed I have not as I made copies for myself. I've filed a complaint with the SEC over this, as this is serious and people need to know. I would steer clear of this institution.

Some years ago, I was searching for a financial advisor who was knowledgeable, honest, and clearly…read moreunderstood my goals. I found all that and more with Horton Wealth Management in Harrisburg, NC. Seth Horton is not only highly skilled but also deeply committed to his clients and the community where he was raised. He crafted a portfolio that aligns perfectly with my risk tolerance and long-term growth objectives. His assistant, Melissa Dahlman, is professional, responsive, competent, and a key part of their team's success. I've been consistently impressed with their level of care, service, and expertise. With Horton Wealth Management, I feel confident that my family's best interests are always the top priority. Highly Recommend Horton Wealth Management!

Kathy's experience in the financial industry brings so much value to our relationship with her as…read moreour FA. She spends time figuring out what is important to my husband and me and has appropriate suggestions and plans for us based off that knowledge. We highly recommend meeting with her and know you too will want to make her your FA.

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.

Have used these folks for years. Honest and trustworthy. I strongly recommend them for your…read morebusiness insurance needs. Jess is always on it and I can't say enough good.

Moving to a new area can be a very stressful event. There are a number of things on numerous…read morechecklists that need to be accomplished. One such thing for us this move was converting to a local insurance provider. Enter: O'Connor Insurance Associates. We found their ad in our neighborhood newsletter, and promptly called and emailed them to support local businesses! Within minutes, I received an email from one of the owners welcoming me to the area. She let me know that Steve would be assisting me since this was a personal line situation. With hours, we had quotes and details about the coverage we'd received and from whom. Steve made sure any questions we'd have were answered promptly and correctly. Shopping around insurance is one thing that I dread, but I'm confident that, with O'Connor Insurance Associates on our side, the process will be as dread-free as can be!