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.

I applied for an SBA loan to start a business. I was approved by Fidelity Bank NC. In the first…read moreyear of business my interest rate went from 4.5% to 11.25% which doubled my initial loan payment. I reached out to the SBA officer for the bank for help. There was no help offered. I even tried to utilize the property with a different business model and was turned down because the property would have to be rezoned. Within 2 years I defaulted on the loan. They auctioned off an $800,000.00 piece of property for $362,000.00 instead of putting it on the market to possibly get a much better price. My home(which was paid for) was also collateral. They foreclosed on my home and actually declined offers from my family members to purchase the home for a fair price. I have worked hard all my life and served my country in the US Army. So much for my American dream. I lost everything. Beware!!!! They have no empathy or desire to do what's right for their customers. Shameful way to do business.

I cannot say enough great things about the employees at this branch. I literally feel like I am…read morevisiting friends when I walk into the lobby, Meg, Hilda, Emilee and Donna ALWAYS great me by name and with a warm and pleasant smile. They are knowledgeable and so helpful. They go above and beyond each and every time even asking me about my family. I am also a member at a local credit union but the attention these great ladies show doesnt compare. You immediately see the warmth and hometown difference when using a smaller, local bank rather than some of the larger, name brand banks. Thank you all for your kindness and consistency and most of all your great customer service!!!

How on earth do you reach these people? There is no one answering the phones, just goes directly to…read morevoice mail. It has you press 1 for this person, 2 for that person. I've called three times and pressed numbers in hopes to talk to a live person but it just goes to their individual voice mail. They must not want new clients

From the owner: At Hunter Street Investment Advisors Financial Planning Solutions we will take a holistic…read moregoals-based approach to your financial planning. Our firm's fee-only professionals have a combined 62 years of investment management experience. Our services include: investment management, retirement planning, taxes in retirement and estate planning. True holistic management means creating investment portfolios which complement each other in diversification while achieving the personal goals you set forth. Hunter Street serves both the individual and institutional investor and we are mandated by law to act as a fiduciary or trustee with regard to your financial advice.

If you're in the triangle area and you need someone to help you get rid of your clutter and realize…read moreyou have accumulated too much crap throughout the years, Sandi is your person to help you achieve your pinterest worthy organizing goals. Just check out those before after photos of the closets and pantry jobs that she's done! She does an amazing job on organizing, and teaches you what to do. Hello Simplified offers free consultations too, too help answer any questions you have. Sandi is also a financial coach too, and can help you with your finances. Sometimes you just need a little push in the right direction!

First and foremost, I have to thank yelp for helping me find Sandi and Hello Seacoast in the first…read moreplace. Secondly, I want to thank Sandi for being so supportive and taking the time to learn about our situation. My dad has a lot on his plate, but I am learning that there are multiple ways to support full-time family caregivers so they can find balance in their own lives despite the 24/7 responsibility. One of the challenges I see from the outside is a lack of time to get household chores done, enjoying hobbies, or even ongoing projects that are on hold 'until I have time'. I also have adopted the procrastinators mantra- why put off what you can do tomorrow until the day after tomorrow!!! -mark twain So, needless to say, over time, accumulation of stuff and piles is likely inevitable. My dad said working with Sandi changed his life, and from his daughter who lives halfway across the world, to witness the transformation has been humbling and a relief. Over the years of going back to visit, I have not been able to figure out a process, there's never enough time! And this is coming from a profession where my duties are in project management and require organization! When he admitted he could never have done it alone because it had become so overwhelming was a surprise. He said being able to breathe easier, feel like the space is open and welcoming, gives room for creativity and growth rather than stress and negative self- view. The space that was cleared is now nicknamed 'the sanctuary' and is the most peaceful place in the house. Manageable amounts of time for the sessions themselves and multiple sessions allowed him to get into a routine and I saw him wanting and looking forward to her help. It has showed me that there is vision and skill involved from an outside perspective which is virtually impossible with family members. We are all in need of support with these demanding lives we lead. He is so motivated to keep going with all the other spots he works in!!! What growth it showed that my dad was open to the guidance and transformation!

Maria is a fantastic person and financial advisor. She helped my husband and I set up life…read moreinsurance. She's very kind, thorough, and a great listener. Thinking about Life Insurance isn't fun, but Maria made it feel seamless.

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.