Greensboro, NC Investments

I have been dealing with Wells Fargo for many years by far worst experience I have ever had bad enough to where I honestly would like to end my banking relationship with ... more

Great staff. Knowledgeable and the customer service is outstanding.. I feel very confident in my choice.

My wife and I have been working with Greer for almost 20 years. He gets to know you and truly cares about you and your family!!

I have been working with Aaron Parrish at Level Wealth Management for several years. He has helped me immeasurably with my retirement planning, including my ability to af ... more

Great company and customer service!

Wonderful..caring and very competent

Shannon is extremely knowledgeable and couldn't be more attentive to her clients individual needs. She is professional and honest and will always put her clients first.

Positive: Professionalism

Pays attention to your needs for today and tomorrow. Has developed a plan that both of us are happy with. Is very responsive to any inquiries. Will highly recommend

Awesome financial advisor. Recommend to anyone looking for a great team to work with!!

Jackie and Carol are excellent. Very knowledgeable and provide great customer service.

Perfect!

This company has moved.

could not ask for more knowledgeable or nicer people, I would give them 10 stars if I could

Great

Neilson is an excellent financial advisor that is driven by the joy he sees in his clients when they accomplish their goals. He truly values relationships the most which ... more

Having been a former Advisor, I can tell you that Tyson is a man of the highest integrity, as is Edward Jones. One thing I learned is that Edward Jones and Tyson, try to ... more

I have been with Rick Dutch for years, and recommend his service and this office. His expertise and personalized approach has greatly helped me navigate the market the fi ... more

Lucas made purchasing a home during this unsettling time simple and easy.

Thanks again for the advices on Periscope. Great use of technology!

Awesome financial advisor. Recommend to anyone looking for a great team to work with!!

Wilson has been an amazing help through various issues Ive faced and has not only guided me through the process of figuring them out but also teaching me extra informatio ... more

My wife and I have been working with Greer for almost 20 years. He gets to know you and truly cares about you and your family!!

This organization is a gem in the Triad Community! I have personally grown my business dramatically through their guidance and funding.

I really like this bank. Always friendly and professional. I have used other branches and still have been treated in the same way.

Ive been with the church coalition for a year. I stayed with it for most part; I wish it was more interactive instead of just watching videos it gets redundant after a wh ... more

ATM only accepts ~30 bills per transaction

When your 89-year-old mother lies in bed at night worrying about her finances, having been with Jeff Hill at Edward Jones since 2006, when your mothers account is nearly ... more

Ugh.

Faud

I needed to deliver a package to the third floor in this building and had to walk through the Wells Fargo office to reach the elevators. One of the older ladies in the ro ... more