Wilmington, NC Financial Planner

Reid Harris is so genuine and caring. He is very responsive and cares deeply about his work and clients. I recommend him to all of my friends.

As a blue collar type guy with very little knowledge of the stock market and other financial matters outside my own checking, savings and credit card accounts. I felt ver ... more

I highly recommend this location for you personal and/or business banking. Ryan, Cody, Judson, and Alex are both scholars and gentlemen. They are undoubtedly the finest t ... more

Kevin is very responsive. He answers his texts and emails quickly and is very knowledgeable, professional and personable. Everything we could ask for in a financial advis ... more

United Bank has done an excellent job maintaining their standards of excellent service with conservative operations. I always feel at home here.

Restricts our card without giving us a reason why, no fraud alert, or anything. This happens a lot. Really regretting our decision to bank here

Good group of agents to deal with.

Would of love the opportunity to try to work for them.but they didn't want me.

They are misleading and very rude. Especially, the white guy who is in charge that harassed me on a job interview.

The team at Peak to Port Wealth is top notch! Knowledgeable, attentive, professional, and easy to work with. Highly recommend!!

Had $20,000 with them and was called and told it was all lost overnight. Still don't know where the money went as the money the stocks are in still exist..

With over two decades of experience in M&A, I've had the privilege of working with various professional advisors. However, it's rare to find someone like Ryan who takes t ... more

From the minute we came through the door, Ryan and his team were professional, gracious and truly so generous with their time and advice.They were so thorough and offered ... more

Garret is fantastic. Very helpful people and friendly

Over the years, I have had the pleasure of working with Ascendor Wealth. Specifically, I worked with Nathan Goings and his team. Nathan has shown tremendous expertise a ... more

Worst bank in history of banks Im giving you a fair warning do not use this bank. Any other bank but BOA is horrible. Ive had a business account with boa over 10 years ... more

Very helpful, friendly, and knowledgeable staff

Ryan Horne has been wonderful with helping me with my 401k plan even though my employer showed complete incompetence

As a single woman, preparing to retire, I needed someone whom I felt I could trust to guide me and help me make financial decisions. I found him about 5 years ago -- Tim ... more

I've worked with Allen and his team for some time now and have had a great experience. They are easily acceptable and helpful in every interaction we have.

Special kudos to Megan Kopka who is one of Pathfinder's Wealth Consultants. Megan is a wonderful and very professional asset to this firm. As your personal wealth consult ... more