Raleigh, NC Financial Consultant

The staff was very kind and friendly.I never had a bad experience. And it's convenient for me, because it's close.

Natalya is a true pro. Her expertise, patience, and outstanding guidance made for.a smooth loan process. I can't recommend her highly enough.

Horace is an experienced practitioner in his field and is knowledgeable regarding a wide variety of financial products. He has recommended several excellent products to ... more

The best bilingual attention!

Emily Finch is the greatest. This lady really takes care of your assets and works hard for her clients.

Mike gave us a precise and detailed assessment of our practices using the guidelines of the American Institute of Certified Public Accountants and the International Valu ... more

Ms. Anna was so positive and professional.. I really appreciate her help.

Trione with IHMC was awesome to work with! We initially were going with a credit union for our mortgage lender, but we figured we should do our due diligence and talk wit ... more

It was great working with Todd. He was very professional, responsive and genuine in all aspects of our process. Todd is highly recommended and I will use him again in t ... more

Worked with First Financial Group to serve a mutual client in a complex transaction. Found their team to be extremely helpful and knowledgeable along the way. Thank you!

This bank is one of the worst branches. They are so slow and always short staffed. Dont bank here

Hes my father

Went Saturday today at 930 am they were very nice and very helpful. The teller was very sweet and explained everything. Been A Bank of america customer since 1986 and the ... more

Very professional office from the staff all the way up to Ms Winbon, who personally cares for her clients .

David has been my advisor for numerous years now and appreciate his attentiveness to our needs and goals for our future. He is very knowledgeable and easy to work with an ... more

Prompt and attentive

Dr Sachin Kunde a physician turned financial advisor recently helped me and my wife open an investment account. The whole process was stress free, thanks to his help. He ... more

Nate was excellent. My wife and I were both very pleased with the exceptional level of service he provided. I look forward to working with him again next year.

Caring, well informed, quality investment managers.

J&L Risk Management Consultants is the best

Great People to work with. They really know what they are doing.

This Institution should seriously look at how they staff their banks. Waiting in lines for almost an hour is beyond crazy. There is always just one or two reps helping ou ... more

feels like this atm is never online. Shut this location down!

I highly recommend you give them a call!

Highly recommended!

Wonderful time working with Copperleaf! Knowledgable and knew our families needs. Confident moving forward!

Would recommend. Gray provided me with peace of mind that my wife and I are planning appropriately for life insurance, college savings for our 3 kids, and retirement. His ... more

Such a nice place to work!

No B of A is any good but this is the worst.. one teller. Waiting for over 15 minutes