The Millennial Mortgage Doctor (Allen C. Obi)
Mortgage Broker, Financial Consultant, Loan Agency
13950 Ballantyne Corporate Pl Ste 110 Charlotte, NC 28277Best Mortgage Loan Officer for Millennials!
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
6200 Fairview Rd Charlotte, NC 282105 manager's and 1 worker
PANORAMA HOLDINGS. LLC
Real Estate Developer, Financial Consultant, Investment Company
14819 Ballantyne Village Way Charlotte, NC 28277Cannon Advisors
Financial Consultant
2108 South Blvd suite 200 Charlotte, NC 28203Dependable and easy to work with and always does more than expected. Accountants that are easily understood and put up with my sense of humor!
Rise Up Financial Freedom Solutions LLC
Financial Consultant
10130 Perimeter Pkwy Suite 200 Charlotte, NC 28216This company is very knowledgeable about financial literacy. If you need help with preparing for owning your house they can teach you how to budget and bring down your de ... more
The Queen City Insurance Group
Insurance Agency, Financial Consultant
301 McCullough Dr Charlotte, NC 28262Beware. Leaves fake delivery notices to get you to call them. Then comes to your house for a sales pitch for life insurance. I feel sorry for the worker basically working ... more
Edward Jones - Financial Advisor: Steven Echenique, CFP|CFA|AAMS
Financial Consultant
10715 Sikes Pl, Suite 110 Charlotte, North Carolina 28277The Premier Group - UBS Financial Services Inc.
Financial Consultant
13024 Ballantyne Corporate Pl., Suite 650 Charlotte, North Carolina 28277Josh Hall
Financial Consultant
13900 Conlan Cir Charlotte, NC 28277Under staffed, irresponsible and not responding to user concerns. My account was disabled by the bank and they are unable to find out what happened and needs to be done t ... more
Fifth Third Private Bank - Eric Housman
Investment Service, Financial Consultant, Financial Planner
201 N Tryon St Charlotte, NC 28202Nicholas Financial, Inc.
Car Finance and Loan Company, Financial Consultant
2331 Crownpoint Executive Dr N Charlotte, NC 28227Been doing business with Nicholas for years. Great company to deal with. Shasta was very pleasant and very helpful
123 Recovery USA
Financial Consultant
5401 South Blvd Charlotte, NC 28210They were very helpful. Kevin was professional in that I had a lot of questions. He answered them all.
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
9700 Monroe Rd Charlotte, NC 28270Great service, the staff were so polite and even supplied me with a burlap sack which I left in the getaway van (silly me!) They were very compliant and I felt very free ... more
Collabovate Consulting
Financial Consultant
9635 Ashley Lake Court, Suite A Charlotte, NC 28262Shop Comp
Financial Consultant
623 Melanie Ct. C Charlotte, NC 28205Billy G. Swinton II
Financial Consultant
123 street Charlotte, NC 28204McPherson Abballe Semeniuk Partners - UBS Financial Services Inc.
Financial Consultant
13024 Ballantyne Corporate Pl., Suite 650 Charlotte, North Carolina 28277The Howard Group - UBS Financial Services Inc.
Financial Consultant
13024 Ballantyne Corporate Pl., Suite 650 Charlotte, North Carolina 28277The O’Brien Group - UBS Financial Services Inc.
Financial Consultant
6100 Fairview Road, Suite 900 Charlotte, North Carolina 28210Bank of America Financial Center
Bank, Financial Consultant, Financial Planner
2405 Freedom Dr Charlotte, NC 28208Their atms will shut down if you try to deposit money in them so you lose whatever you put in them due to them "leasing" the atms through a third party. Dont count on goi ... more
Edward Jones - Financial Advisor: John V O'Connor
Financial Consultant, Finance Broker, Investment Service
1441 Heather Ln Suite B Charlotte, NC 28209John is a fantastic advisor, with a good heart and an even better eye for the market. If you're looking to seriously invest your money, this guy will fight to the ends of ... more
Katherine Tracy Pepper
Financial Consultant
6808 Northlake Mall Drive Charlotte, North Carolina 28216Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
8625 Arbor Creek Dr Charlotte, NC 28269Holly is awesome
Epic Capital Wealth Management
Financial Consultant, Financial Planner
6135 Park S Dr Suite 527 Charlotte, NC 28210Does not adequately consider the intangible return on investment in its clients childrens education or does not advise on education finance for client dependents at all.
Ballantyne Tax & Consulting
Certified Public Accountant, Accountant, Bookkeeping Service
16615 Riverstone Way #100 Charlotte, NC 28277Excellent Service! Dan is the best.
Bank of America (with Drive-thru services)
Bank, Financial Consultant, Financial Planner
7911 Providence Rd Charlotte, NC 28277Front guy Eric - he doesn't know anything about the bank at all , I waited an hour waiting for the manager , she was rude and unhelpful. its Terrible service , must to ch ... more
Farrar Credit and Financial Services
Financial Consultant
4850 Holbrook Dr Charlotte, NC 28212I heard about Farrar credit solutions at a workshop that was held at my church. Mrs. Coretta showed passion about what she does and enjoy helping people to obtain better ... more
Bank of America (with Drive-thru services)
Bank, Financial Consultant, Financial Planner
8008 Blair Rd Charlotte, NC 28227I came with my two children to set up an account for them. Despite coming during regular business hours we were turned away by the bank manager because they did No have t ... more
Sandoval Shuster Investment Consulting Group
Financial Consultant, Financial Planner, Professional Services
6100 Fairview Rd Charlotte, NC 28211Bank of America (with Drive-thru ATM)
Bank, Bank, Financial Consultant
3401 The Plaza Charlotte, NC 28205Extremely slow services, low staff, very limited capabilities (they can't even exchange currencies for their cardholders)
Bank of America (with Drive-thru services)
Bank, Financial Consultant, Financial Planner
4401 Randolph Rd Charlotte, NC 28211I didn't go thru the drive thru I went I side the bank
Bank of America (with Drive-thru services)
Bank, Financial Consultant, Financial Planner
8551 US-29 Charlotte, NC 28262This place is really very slow... Workers ignore people and just pass by yawning
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
9923 Rea Rd Charlotte, NC 28277I have banked with bofa for 4 yrs and worked for BofA in the past for 8 years. I went to cash a check from another bank and they would not cash it. This was a cashier's c ... more
Lisa Hanline - Raymond James
Financial Planner, Financial Consultant, Financial Institution
11016 Rushmore Dr Charlotte, NC 28277Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
12930 S Tryon St Charlotte, NC 28278Easy
Northwestern Mutual
Financial Planner, Financial Consultant, Life Insurance Agency
6235 Carnegie Blvd Charlotte, NC 28211Marty and Jess have been great to work with! Highly recommend.
Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
4535 Park Rd Charlotte, NC 28209I didn't realize it was a rarity to make an ATM that actually worked. But that's what I'm learning these days.
Gabrielle Starr: Transamerica Life Insurance Specialist
Life Insurance Agency, Financial Consultant
3545 Whitehall Park Dr #175 Charlotte, North Carolina 28273FUSE Financial Partners
Accounting Firm, Bookkeeping Service, Business Management Consultant
945 Westbrook Dr Charlotte, NC 28202Horrible experience. I wouldn't trust them with a dime of my money. They're a scam.
John Bennett
Financial Consultant
6501 Carnegie Boulevard Charlotte, North Carolina 28211Ciji Fisher
Financial Consultant
128 S Tryon St Charlotte, North Carolina 28202Consolidated Planning
Financial Planner, Financial Consultant, Insurance Agency
6115 Park S Dr #200 Charlotte, NC 28210Laura J. Snead
Financial Consultant
128 S. Tryon St. Charlotte, North Carolina 28202Paul Larkin Jr: Primerica - Financial Services
Financial Consultant, Life Insurance Agency
2101 Sardis Rd N STE 210 Charlotte, NC 28227I been with Primerica for many years. When I need Paul Larkin Jr, he were there for me and my family. He is very pleasant and professional.
Rinehart Wealth Management
Financial Consultant, Financial Planner
521 E Morehead St Charlotte, NC 28202Great people, great service. Almost no wealth management firms in Charlotte have CFA level talent - usually you have to go to Boston or NYC for that.
Kristan Vlcek - Morgan Stanley
Financial Consultant, Investment Service
6805 Morrison Blvd Ste 400, Ste 400 Charlotte, NC 28211Bank of America (with Drive-thru ATM)
Bank, Financial Consultant, Financial Planner
6611 Carmel Rd Charlotte, NC 28226Closed... Permanently should be the motto of ALL boa locations ..
Bank of America (with Drive-thru services)
Bank, Financial Consultant, Financial Planner
4415 Sharon Rd Charlotte, NC 28211I have a credit card with them, and they have strict and unmovable polices designed to collect money. Cant access their system to make a payment? No worries. Its on you. ... more