1. TIAA Financial Services

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Charlotte, NC

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TIAA Financial Services

2.1 (7 reviews)
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Services - TIAA Financial Services

Personal banking

Investment management

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4 years ago

The staff is knowledgeable and friendly, and the returns are good when compared with market conditions.

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8 years ago

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10 years ago

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7 years ago

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11 years ago

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12 years ago

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11 years ago

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Spartan Financial Management - Your professional financial advisor and tax professional.

Spartan Financial Management

(1 review)

Highland Creek

Stay FAR AWAY From this business. This is a FRAUDLENT business. They are the top gas lighter in…read morethis city. They had MY tax information for OVER 8 MONTHS. Didn't DO ANYTHING just lies and yet I am still waiting for the magic of their work to be fulfilled. Services started back in September 2025 and its now March 2026 and NOTHING has been processed. But he collected my money over $3,165 Every month its consistent make-believe updates about my taxes and case. Every month I have to be the proactive one to ask about my status. This company takes zero responsibility or accountability for their actions. Very unorganized and promises the world of what they will do for you. But this company surely can't be trusted. I have over 8 months of evidence and I plan to conduct further legal matters with this case. Because not only do they have my personal information I am uncertain what they would do with it. I know have zero trust for this company and neither should you. I don't ever want anyone to go through this. You have been fully warned.

From the owner: We are the primary firm that will handle all your financial planning needs, including taxes,…read moreinsurance, and wealth management. We work with assets ranging from 5k to 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients. We work with those who need ACA medical assistance, Entrepreneurial Development, and Legacy Empowerment. We also offer a network for pet insurance.

Civic Federal Credit Union - Trying to report a potential fraud. Definitely cancelling my card after this, if they ever pick up.   10/10 would NOT recommend civic.

Civic Federal Credit Union

(13 reviews)

University City

They've helped me every time I came in no matter what the request was - simple or complex.read more

This is absolutely the worst credit union I've ever been affiliated with and I've mostly had credit…read moreunions all my life. When they were LGFCU they were excellent. Since the conversion its been awful. Everything you do with them now is so hard. They are lazy, rude and apparently answer to no one. Last year I tried to get a 2nd mortgage with them because I had a first mortgage with them, and it was a nightmare! I immediately went to Skyla and it was a breeze like LGFCU used to be. When you call CIVIC, you never hear back, email them and it's the same no response. Call them, go ahead and sit on hold forever only to finally get someone who is rude and can't or won't help. Don't trust your money to these people. This is a horrible experience and I hope writing this will help someone go to SKYLA who is great and won't screw you over repeatedly. God help you if a fraudster gets your debit card, you will never get your money back. I've been waiting on a disputed charge of $900 robbed by a fraudster on July 10, 2026. I reported it immediately within minutes of the charge on my account. It's currently August 17th and I still am waiting on any kind of communication from CIVIC. They are just horrible and I have no faith in them dealing with fraud or anything else. They must sit around on their phones all day because they are sure not working. No branches either. It's awful trying to do business with a bank that has no branches. I'm in Charlotte and I have to drive to Concord to find a branch. Just say no to them and go somewhere else that will appreciate your business.

TIAA Financial Services - banks - Updated October 2026

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