Mr. Tepper is an experienced tax professional with the correct formal education and certifications…read more Summary: 1. Accurate 2. Professional 3. Timely 4. Great listener Sincerely, Kenneth M Elliott

Never having set up an LLC along with not understanding the tax laws that go with a business was a…read moredaunting undertaking for us. We contacted David Tepper to walk us through the entire process. He not only patiently explained everything to us in laymen terms, he was also able to set up the LLC. Without David's assistance we never could have managed to accomplish this with such speed and accuracy.

We were blown away by service we received from Walker Abney at Tilia. Highly recommend.read more

I called the 800 number 3 different times to ask questions, and if someone would be at the…read moreWilmington, NC office to open a new account. I was informed all 3 times I did not need an appointment if I was only going to open an account. I tried for a week to get an appointment to no avail, so I drove 1 1/2 hours from Richlands to not even be greeted by a Schwab employee. The office desk attendant called them and they said I needed an appointment. Real nice being I tried to get one. Customer service certainly died, they dont want your money, and this office should be closed cause no one wants to do their job. They are obviously getting paid for doing nothing. WORST EXPERIENCE EVER

The spirit of customer service is dead here. Unprofessional. "By appointment only", but does not…read morerespond to appointment request and tells in-person visitors to go away.

I had my health insurance plan changed by another previous agent/agency without my permission, and…read morewas in a battle between the marketplace and the insurance company. Thank goodness I found this company; Connette was able to find the cause of my benefits changing, and stayed on the phone with me and the Marketplace to get it corrected, as well as making sure that my correct policy and benefits would be available. She is reporting the fraud for me and will be following up to help me get the benefits backdated. It is rare these days to find someone who will not only really listen to the facts and dig deep into a situation to find the cause, but go out of their way to help you. This company has your back. Thank you, Connette, from the bottom of my heart!

NC Insurance Advisors provided great quality service. When I walked into the office, I was…read moreconfused and unsure about what health plan I would choose and what the cost of their service would be. Well, I was assured that when I left the office, I would have a complete understanding of my health care plan. The cost of their service to set me up on the Federal Marketplace was absolutely free!! My experience was totally stress free and I saved on my health care plan, I was able to get life insurance as well. I feel completely covered knowing that I have both health and life insurance. Great job to the agents at NC Insurance Advisors!!

Long Investment Advisory provides wealth management, investment advising, and estate planning…read moreservices. It's a good thing that they know what they are doing because they are about the only firm to offer exit planning in the whole Wilmington area!

From the owner: We work with families to live and leave a legacy!read more

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.