Statesville, NC Investments

Maggie has worked with me ever since I was starting my adult life out with very little money. Even though she wasn't making much or anything off of me, she always had tim ... more

Experienced, professional, friendly, honest, caring group of people. Would recommend to anyone. Alexis and Norma are 2 of the most genuine people I know.

Deneen Wells is a competent financial advisor that is very helpful in guiding me and my family to our future financial goals.

I have been working with James Shoobridge since early 2020 and I am beyond pleased with the attention and care he provides to my accounts. I appreciated how James asked m ... more

I am trusting in Eric Sides. He did great for my dad and I hope he does good for me. My dad was self employed and got started early I had to wait to retire. If you can st ... more

So let's make this very clear. If you work till 5pm every day you can not go by the bank and do anything on Friday when you get paid and bills are due. Why is there a p ... more

Doris is very knowledgeable and helpful.

I've worked with Joanne, Robin and their team for many years, both with my personal and business taxes. I highly recommend!

20+ years of first class service--friendly, professional and attentive. I cannot recommend them highly enough. Treat you like family!

Absolutely the worst branch of the worst bank in the country. You're telling me a 2.5 trillion dollar company can't fix their drive up window in 3 years? And forget about ... more

Poor attention