Very professional wealth management firm in Charlotte with great results and happy clients…read more Launching their own custom index products that are game changers.

From the owner: Unlike other investment firms (fee-only investment advisors and retail advisors), Linden Thomas &…read moreCompany directly manages money for their private client (Institutional Direct). We also have a team of CFP®s, CFAs, FPs, FAs, and other industry experts that work together to help each client. This enables each client to plan, manage, and navigate before and during retirement. The main benefit is that our structure removes unnecessary layers of fees. Recognized 27 times as one of the nation's top wealth managers, Linden Thomas & Company takes great pride in putting their needs first. This is why we have built a team of professionals with different talents to build portfolios directly tailored specifically to the client's needs. Our focus starts with service and education and ends with tailored needs and results. Over the years this focus has helped our founder and team to be one of the industry's most recognized, but the real reward is when clients can rest and know they are being cared for.

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.

Registered Investment Adviser Milton Castellanos is absolutely amazing. Not only is he probably the…read moresmartest, most trustworthy person I've ever met, but he is so good at explaining complex concepts to those who don't understand a thing about them, as well as personable, patient, professional, and dedicated.

Been there for many years. No customer service. For a check that bounced they have frozen my multi…read moreMM $ accounts and I cannot access MY money! Tried to xfer to BAML and these a holes rejected it saying my accounts are restricted. Hours on the phone with random 800 # losers who know and do nothing and I'm in an endless loop for weeks. STAY FAR FAR AWAY FROM THESE BOZOS

Really embarrassing visit. I tried to make an appointment via phone but no one answered. So I made…read morea trip into the office. I was given 5 minutes of advice, in the lobby, by the lady working the front desk. She showed me stuff that is on the web site. THANKS! I didn't know where to start. I was never asked questions about how much I was looking to invest. I indicated I needed advisement, hence why I came in and asked to speak to a financial advisor. I recently received a large inheritance. I was given options with yearly limits of $5,500 and $18,500. Um, yeah. THANKS! I was then given a card with an 800 number to call for more assistance. I kid you not. They have an office and when you go in, they tell you to call someone on the phone at some call center. I had some really old 401K stuff from a job 10 years ago, but I am taking my new business elsewhere. And I will likely pull out what I had shortly. THANKS!

As long as you don't use auto bill pay or online bill pay, Allegacy is fine. BUT just know that…read moremaking payments is not very easy nor are payments recorded in a timely manner. Even mailing them a paper check takes 10-14 days to hit their books. Their customer service associates however are great to work with. Which is great, because you're probably going to spend a lot of time talking to them. Allegacy, in this day and age, how can you not have auto pay or even a decent app to pay online?

Very good Credit Union. Staff is friendly always have a smile on their face. The one thing I don't…read morelike is the share banking. You have to go inside to get money. You can't go to the ATM. So that makes it complicated to get money when they're close. That is something that should be looked at. That is why I gave them 4 stars. Other wise if I could'v I would give them ten plus.

I really appreciate Dan's effort to help me organize my retirement and improve my personal…read morefinancial investments. He has regularly gone above and beyond.

From the owner: Making Sense of Investing…read more 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.

Hi  I have been your…read moreclient in the last 2 years and half....... bad "customer service" In November it happened that TK sent me an email where were asking me to send more documents, since my social security number on their side was wrong, I haven't read that email, and nobody from tradeking contact me again about that (no email, no phone call, no text message, no message on my page on your web site). Then in December I had two withdraws from my account, both for more than 5.000 dollars, the reason was because since IRS couldn't recognize my social security they recognize my account as foreign person and charged that amount. Once I saw that operations I called and I was informed about the wrong information (my wrong social security number in their file), and I provided the correct one. When I called TK for this problem (don't remember, but different time, and spending fews hours on the phone), the best answer I got was that TK sent an email (in November) (and with that was enough for them to cover their back), and for me to get my money from IRS I had to "try" get back form tax return. On top of that I got the wrong 1099 from tradeking, I called 4 times and still waiting for an answer (almost waited more than 1 month), the last person I talked told me that he can't tell me when it will be ready (the person before him, told me I should have got by a week!!!!). Honestly the customer service is very average: - I opened an account with providing: US phone number/ US address/ US employer information/ US social security number. (ALL UNITED STATE REFERENCE!!!!) - If one of this information look like wrong, AS CUSTOMER SERVICE, should contact me, and get that information? and not only with 1 single email (that guarantee them that they did their "job", but actually they didn't, that just cover their back). - i called so many times, and spend so much time, everything because they couldn't reach in other way (really? they don't get the info from your customer and don't try again?? really??) - NOW, it's me that have to fight and spend more time and money in order to get MY money back from IRS - on top on that, add that TK gave me the wrong 1099 and stil waiting for the correct one and NOBODY know when that miracle will happen. make a favor, take out the word "service" form customer service, your ex "customer" Customer service shouldn't be to resolve past problem and avoid future ones? GOOD LUCK..... IF YOU GO CHEAP IS WHAT YOU GET IN EXCHANGE I WISH I NEVER OPENED THIS ACCOUNT

Just spent 90 minutes on hold with Ally Invest, and still no representative has picked up, so, no,…read moreI do not think their customer service is very good. Their email support is not responsive and the chat support is actually broken. They promised tax forms sometime in February just like they do every year, and today is March 1, which was the reason for my call. It's reasonable to say a minor delay could be excusable, but when there are brokerages who have a human answer the phone nearly immediately, there's no need to deal with a business who disrespects your time like this. I'll be switching to Fidelity when the time is right. UPDATE: days later and still no email response from customer service, not even a "let's schedule a call since we can't discuss sensitive information over email" type of response.