Love my Edward Jones office! Anyone can take your money, but EJ does so much more. The manager of…read morethis office is named Dan, and he does an excellent job of helping my with my financial strategies. When the market tanks, Dan is right there to remind me to stay calm. Their fee structure is very fair, I'm so lucky to have a local office that cares so much about my families future.

By far the best insurance company to have review your current policy and give you options that work…read morefor you. They take their time in speaking with and are quick to get you offers/options. Alejandra Torres and Berenice are the best to work with whether it's a personal policy or business. Don't waste your time anywhere else!

Great service and insurance options, super helpful customer service. Alex was excellent at helping…read morenavigate the health insurance options. Thanks Alex for all of your great guidance and help!

Been with Sally Brooks State Farm since we moved to Mooresville 5 years ago. Have all our insurance…read morewith her as well as a Home line of credit. She has financed two of our cars and those transactions were very smooth and competitive. Would recommend her and her staff. All personable, friendly and professional.

Very professional and dependable. They have been doing my taxes forever years and I would highly…read morerecommend them!

Love this place! We get our taxes done with them every year, and they are very competent and…read moreaccurate. Would recommend to anyone!

most disrespectful agency to deal with. don't even know the policies and that the company charges…read morelate fees. started in June of 2025.

Tony and his staff are wonderful!!! Tony is reliable, personable and honest. He has always gone…read moreabove and beyond what I am use to with other insurance companies. If you are looking for someone to get your best interest and find you the coverage including price, you should definitely use Tony and his staff!! Thanks

Kathy's experience in the financial industry brings so much value to our relationship with her as…read moreour FA. She spends time figuring out what is important to my husband and me and has appropriate suggestions and plans for us based off that knowledge. We highly recommend meeting with her and know you too will want to make her your FA.

A number of years ago, I needed to roll over my 401-K and was looking for a good financial adviser…read more I had started with one who was excellent but he retired and the one who took over his accounts was essentially worthless. Asked my accountant for recommendations and she told me ethically she could not recommend one but would give me a list of names. One was the Raymond James Office which is part of Williamson Financial Management in Huntersville. We were introduced to Ed Burns who became out Account Manager. Yes he is getting used to the allusions to 77 Sunset Strip by this time. We were very pleased with the performance of the IRA he recommended and he has worked to optimize our yield. Had some additional funds we wanted to invest and we discussed this with him today and he came up with a very good one with affords a good yield based on history and liquidity in case some situation came up where we needed access to the funds.\ Closed the transactions today and are very happy.

Excellent services, truly knowledgeable and professional staff, and very friendly, too!…read more I did shop around and not just for the best price and best insurance coverage, but also seeking to bring my personal business to the Agency that values me as a customer and makes our work together beneficial as for the Agency as for me. i got a great townhouse insurance prepared for me by Elena B. , and I had a great time while doing it, too. This is how a good business operates: they do know their insurance stuff, they explain all the important details, and getting insurance with them is not a chore, but a breeze. Thank you so much, I feel so lucky that after a few attempts with other Charlotte based State Farm's Offices I found your Agency and your excellent team. You truly made my day, thank you!

I followed up on a business card received a good while ago. I was looking for a better price for…read moreinsurance our vehicles. Elena received my email and after exchanging emails and phone conversations, she provided me with an accurate quote that was considerably lower than what we were paying with another insurer. I was pressed for time and Elena stepped up to meet my schedule. The paperwork was sent, edited, resent, then approved. We now have insurance with State Farm and there have been no issues. I highly recommend this agency as they will give you a quick and honest quote. If the quote meets your approval, go for it. If it does not, let them know.