Cary, NC Financial Planner

Very attentive to my needs and concerns. Excellent response time!

Fred Hicks has been a great help tome for the last six years. He is knowledgeable, professional, caring and pleasant to work with. As a senior it is wonderful to have s ... more

Bryan has helped several of my customers (I am a professional remodeler) and I have helped some of his customers. In all my interactions with his customers they have exp ... more

Will Dyson donated his time and financial advice at an spring rejuvenation event hosted by Triangle Divorce Lawyers. Separation and divorce can be an extremely stressful ... more

My experience with Chuck has been wonderful. I felt like he listened to me and understood how I want my future to look. This location is amazing. You can do an analysis a ... more

Very very informative. Very friendly atmosphere

I have used advisors at this company for years and they have provided sound advice regarding my finances. They are very professional yet very down-to-earth.

Title: Exceptional Financial Services with a Personal Touch Rating: 5/5 Stars Review: I can't say enough about the outstanding service provided by Jessie Harris and his r ... more

Extremely professional, ethical, knowledgeable, and friendly! Great listener. Very passionate about what they do! Ive worked with many people in the insurance world, and ... more

Van, RJ, Libby and the rest of the team have been life changing. If you are interested in changing your life for the better and enjoy trading, then this is the place for ... more

Great customer service and customer focus! The Family Legacy Team always makes time for questions regarding market changes to help understand fluctuations and what they ... more

Dave is an amazing resource. super knowledgeable about financial and estate planning

My husband and I went to Debbie because we wanted to set ourselves up for a successful retirement. Debbie took the time to review all of our financials and give us sound ... more

Highly recommend Paul and his financial guidance.

My consultation with Ms. Garcia offered an invaluable amount of reassurance! My one regret is not knowing about her specialized service earlier in my divorce process. I k ... more

I have worked with Jay, Nancy and Gary as well as the Financial Strategy Group for many years. I have always been impressed with the recommendations as well as the divers ... more

Absolutely worthless branch, avoid at all cost.

Building is labeled Charles Schwab since they were bought by them I believe in 2019? I'm used to the TD reps who would call me. They've had some reorganization with the ... more

My first experience with Bank of America here was absolutely terrific! Huge shout out to Jodi and Gabriela for making this first visit such a delight!

Literally don't go here. I had to come here twice because they misspelled my last name after marriage, and it's STILL misspelled. Supposedly the investments guy is "educa ... more

Worst customer service experienced at Bank of America location. The lady at the counter did not have a simple courtesy to enough if our request can be accommodated today ... more

What an amazing branch! Asia is such a nice person, and she truly made my experience what it was. I can rest easy knowing this BoA has my back!

Tried to deposit $1500 at ATM. This ATM took the cash and then machine went into reboot stage and never completed the transaction. Funds not showing in account. Bank is c ... more