I have used Chris Marr at the Glenwood Branch in Raleigh N.C several times…read more He is very knowledgeable. responsive and tuned in to my needs. I can't reccomend him enough. Also, the branch has very friendly and helpful front desk people. Give them all a big raise!! Chuck Grantham

I have attempted to contact this branch via telephone three times now with no other option to leave…read morea message which I did each time. I have yet to receive a call back from this branch. This is very poor customer service for such a highly regarded institution.

I have just spent 1/2 hour trying to talk to a person. I need to schedule at time when there is a…read morenotary. I could talk to people in Denver. I could talk to people in Phoenix. Chapel Hill office was "Dark" on a Monday morning at 9:30.

I started going there in 2014 but haven't visited in a few years. Friendly, knowledgeable staff…read more Offers privacy and pleasant surroundings.

Very polite and helpful. I'm happy I chose to invest here. I'm a beginner and not investing a…read morehuge amount but Josh Dillon made opening an account easy.

I went in to make some inquiries about an account. The person at the front desk was busy helping…read moreanother client. One of the other gentlemen there, Zachary, was on his lunch break but he still came out and graciously helped me. Excellent service! Much appreciated!

Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

I keep getting calls from them to lower my credit card interest rates and they can not take me off…read morethe calling list because I have a credit card and that is part of the terms and conditions. I would never do business with them for this reason

In my opinion, the financial planner at this office, Brad Wilson, never seemed really interested in…read morehelping me, instead always steering me to take an action that resulted in fees for him. He never directly answered my questions. He often forgot the basics of my life situation so as to be able to financially advise me. He didn't even have a list of the funds available in the fund family he was steering me into, instead saying it 'has all the funds you would want'. (Turns out it did not). He's certainly a good salesman, but I don't think he's a good financial planner.

Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

It looks like doing business with Brian Raleigh will cost me for the rest of my life. I was put…read moreinto an annuity without being told the entire story. I was told that it would protect my money. I was not told that it wasn't my money and what it would cost to use any of it. However, that is not why I am writing today. This practice is common and not worth the time to write. I am writing because after Brian's firm got my money I was cut off and this has put me in a position where I will never make up the loses and well into my retirement I am still paying out, not getting back I was old enough to take money out without IRS penalties and needed some money. I called the office to ask Brian about it. He had always been so nice before he had my money. I was told that I couldn't talk to him I had to go to the annuity company and did so. That is when I learned about the annuity penalties. That was bad enough, but a few years later I learned that I could have gotten the money in a way that didn't cost penalties. If Brian had spent 10 minutes talking to me, he could have steered me in a different direction. But he wouldn't do it. I not only lost that money, but because I had no advice, I got a lot of extra taxes, both federal and state. If Brian had talked to me those could have been avoided. If Brian had spent 10 minutes talking to me, that could have been avoided. A while ago I wrote him a letter, it wasn't going to change the situation, but I wanted him to know. I paid to have it sent registered, signature required. I told him the whole story in more detail. Brian Raleigh, ignored that and I have the receipt that he got the letter. He used to have a radio show, may still have it, and it makes him look like a big expert. Do know that that is just paid advertising. I have lost all my money and more, thanks to Brian Raleigh's not giving me 10 minutes and a bit of advice. But he had all my money by then so I can only guess that he was no longer interested.