I recently needed to get something notarized and was dreading the trip to my bank (one of the "big…read morebox banks") that would probably eat up hours of my day. One suggestion came up that I should try calling Schwab to see if they offer the service, and they do!! Called ahead and Cooper told me that both persons manning the desk had the ability to notarize documents, no appointments needed. Later in the day, I made my way over to Schwab. The SouthPark location is super convenient, they have their own, dedicated parking lot that was easy to get in and out of. The counter is shared with TD Ameritrade, so once you figured out which side of the main desk to go to, it was a breeze. Cooper looked like he just came back from lunch, or a break but he remembered my voice from my phone query and we got to notarizing (with valid ID and documentation of course!) There was no line and the whole thing probably took 15min (I spent more time driving to the location I bet). Of course, I was only notarizing two documents (total of 6-8 pages of information for my professional engineering license... so I'm sure you need to allot for more time if you have a lot of paperwork to go through and review). It also helps that I am a Schwab account holder. Overall it was a great experience, and I need to think of them more often when I need to do "official business things" or in need of a notary.

I visited the location in South Park. I had something minor and was anticipating a terrible…read moreexperience but was so pleased by the excellent customer service. There is lots of parking available.

Wonderful team of professionals. Smart, thorough and very kind and accommodating. Helped with my…read moresuper complicated tax issues and walked me through it. Very happy with the experience . We'll keep them forever!

They are always on the ball and proactive. They take care of issues before they become major…read moreproblems.

Excellent wealth management firm that provides attentive detail to client's needs.read more

From the owner: Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals,…read morefamilies, and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency, and accountability fosters client relationships which last for generations.

Knowledgable, helpful and accommodating. Very happy with the service they provide, I have…read morerecommended them to my friends and family and have moved my assets over to them recently.

Sold and serviced my hospitality investment trust reit. Twice suggested that I not cash out after…read moreits value had dropped to sixty seven cents on the dollar. Against my own best judgment I listen to their advice. Mistake as it turns out: HIT went bankrupt. $10,000 investment lost.

Honesty and education is what I get from Allen, I've been using his services for about 4 or 5 years…read morenow and I look forward to many more.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Eric Williford of Williford Financial Services has been a pleasure to work with over the last…read moreseveral months. He brings extraordinary knowledge and passion to his clients and his community. If you are searching for a trusted local financial advisor that services Gaston County, then look no further than Williford Financial Services and Eric Williford.

Today Lori and I turn the corner on our journey together. Much of this time we have created,…read morenurtured, loved, and relied upon Zoë Wealth Management--my dream of owning my own firm in a profession I chose 22 years ago. Now it is time to say goodbye. Last month I sold the assets of Zoë to another firm. Within the pages of my website (www.zoewealth.com) I've laid bare my POV in areas pertaining to life and how to use finances to enjoy it more fully. Life's for Living, afterall! Within hours the website will expire. I encourage you to go there and ponder if by adjusting here or there things might brighten for you, too. People ask, "What's next, Peter?" I don't know. However, I discovered when one dares to dream sometimes dreams come true--you go over the rainbow. And that's where you'll find me, high above the chimney tops where troubles melt like lemon drops. I say Live Now--while it's called Today--and be prudent about the future. Life's for Living! Give it a whirl--Peter PS: the site is now closed.

Stephanie was simply amazing to work with during the application process. Getting everything done…read morebefore the early action deadline seemed like an impossible task prior to working with Stephanie. She kept us on a schedule that was demanding, but very effective. Her response time to all of our questions along the way was fantastic! She helped alleviate our fears, stress, and unknowns, and took the time to truly understand our needs. We would highly recommend her!

Ms Stephanie was instrumental in my quest to conquer the essays portion of my college applications…read more She was very warm and welcoming and made me feel at ease sharing some private information that makes a good college essay. She kept me on task and helped me with every single word I've written. Thanks to her hard work, I was able to finish four essays in just a few weeks, written and polished and reviewed countless times. She checked up on me via text and email, whatever it took. I always knew where she was progress-wise while helping me refine my essays. Thanks for everything Ms Stephanie, I wouldn't have been able to accomplish this without you! Asil