Hickory, NC Financial Consultant

Bill has helped my husband and I grow our investments! As a plus he's super nice!

Positive: Professionalism, Quality, Responsiveness, Value

Chris and his staff do it great! Honest and hardworking. A good choice.

Went to see Mike last week to get started with investing. He was very nice, very informative and great with explanation!!! Doesn't mind showing you and sharing with you ... more

After receiving a seminar invitation and attending, I was sold on this business as one that actually takes the time to help and listen. Later I discovered some trusted fr ... more

Staff is absolutely fantastic and very efficient!

Steve Reese and his staff are professional, courteous and good at communicating with their clients. They help you to understand your investment options and they take time ... more

We were very pleased with the professional staff and they went out of their way to help us. We would definitely recommend their services to others.

I have been with this firm for 29 years with no plans to ever go elsewhere.

Awesome people!

I would like to thank Lee and Jonathan for helping me understand how I was losing money by paying my bills the way I thought I was supposed to! When they showed me how to ... more

Brent is extremely helpful and takes the time to explain the products he offers. A pleasure doing business with him! Being a Dave Ramsey endorsed financial advisor also ... more

Carl and Sharon are wonderful!

We came to this branch to deal with an issue that required calling a third party, Tameka was FANTASTIC through what was otherwise a difficult and frustrating process. She ... more

Great courteous, friendly, trustworthy and very knowledgeable group.

BofA shuts down a branch. We are within and hour of their headquarters and have one branch in the county. No staff added to support remaining branch. 20 min wait to do an ... more

I need a Fax number