Matthews, NC Investments

Mr. Miller is a truly fantastic financial advisor and has been a great friend and mentor to me. He has a great depth of knowledge and is adept at creating investment time ... more

Contacted them a couple weeks ago for a Equity loan, Very bad service the person I was talking to did not leave any info to the Branch manager when out for a week only do ... more

on may 3th between 9 and 10 am I went to this branch I needed to talk a banker , I sat down about 15 minutes , nobody came to say anything to me , then I left , sorry ban ... more

Update: I just worked with J Y again to have my 2023 taxes prepared, and it was another fantastic experience. They are so responsive and patient with my questions, etc. ... more

I had a confusing situation with my tax liability on a property sale. She helped disentangle it for me and found the best way to help me minimize my tax burden. She was e ... more

Kemble Financial has advised me on my financial and insurance needs for several years. He is a true professional with the highest integrity.

Nike Miles will wow you with his understanding of the market and he is a great resource and expert for all your financial planning needs.

I have used Carolina Tax and Business Services for the past two years and it has been an excellent experience. Carl is very knowledgeable and well prepared to serve your ... more

I've been working with Paul Brown for the past 6 years and have been extremely happy with the time and detail Paul takes to make sure my plan stays on track.

Every step of the way the people we worked with were great! The white cabinets make the kitchen so much brighter!

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They are always understaffed and make you wait for long time despite of having an appointment.

Best insurance agent ever! Outstanding customer service.. Very genuine people. Really make you feel like famille

Not a good experience in this branch.