Great business to invest money for retirement. Betty is very knowledgable and sincere in helping…read moreher clients. I feel very comfortable when going in to talk to her. She also has a beautiful office.

From the owner: Specializing in: - Financial Planning Consultants…read more- Retirement Planning Services - Financial Services

"I am incredibly disappointed with the profound lack of professionalism from Brian. I reached out…read moreto him for help regarding the verification and validation of certain numbers for myself and my partner, Lenke. Instead of offering guidance, he was completely rude, unaccommodating, and treated me like I was a criminal. He has absolutely zero customer 'bedside manner.' The conversation quickly escalated to him being aggressive and verbally abusive, culminating in him actually hanging up on me. I am still shocked by this unprovoked behavior. I would never recommend his services to anyone."

After a lot of research on area CPA's, we chose to have Mr. Bunn do our 2020 federal, IL & NC…read morestate tax returns. We found him to be very timely with his response time to our questions, efficient, and thorough. The quality of his work is top notch, and we recommend him highly.

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!

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.

Best bank in town! They care about their patrons there. They recognize us and are very helpful with…read moreanything we need. Much, much better than those huge banks and are not such safe places to put your money.

Fidelity Bank is the best bank in Kernersville. The employees are wonderful. This bank treats you…read morelike a real person with a name and not just a bank account number. We have always been more than pleased with the service.

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.

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.

I decide to move my money to another financial institution and he was rude and uncooperative when I…read morewas making the change.

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.