Excellent wealth management firm that provides attentive detail to client's needs.read more

From the owner: Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals,…read morefamilies, and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency, and accountability fosters client relationships which last for generations.

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.

What an awesome and updated approach to the financial investment industry! JoePat is very…read moreknowledgeable in what he does and makes this sometimes confusing process easy to understand! If you are looking to start investing in your retirement plan, JoePat and his team are the ones for the job!

I lost ten thousand dollars on a speculative REIT invested with them. I received all the…read moredisclosures, and chose to withhold an additional forty thousand dollars.

I couldn't even get to the part of hiring this guy, because I found them so hugely unprofessional…read moreand immature. When I inquired, they sent me a returned email that Debbie was going to return my call to set up an appointment for the following week. She never did. Instead, I had to call back and inquire a second time. There wasn't an apology for my inconvenience or anything to that affect. I was just sort of treated like "next". I didn't like that. I decided to go with a different firm, but I sent this guy a tasteful email detailing why I had chosen not to do business with him. He replied, "When I need someone to tell me how to run my firm, I will call you." I guess a law degree doesn't require maturity.

I hired Mr. Bochiccio for a Chapter 13 bankruptcy case. He sent several emails that never fully…read moreaddressed my questions. I would ask detailed questions. I wondered why pertinent information was not listed in my trustee plan. 'Don't worry about it' he would say. 'Probably takes time for everything to be included'. He had an answer for everything. Imagine my surprise when my car was repossessed late in the evening!!!! The whole point of filing Chapter 13 was to protect my property! When I attempted to regain possession of my vehicle, Mr. Boccichio gave me lots of reasons why I could never get my car back. Finally, I sought another attorney's opinion. She gave me more information in thirty minutes than I received in 6 months with Mr. Bochiccio. When I questioned him about his practices, providing the information just obtained from the other attorney, he said 'if you like her so much, you can use her!' He followed that up with an email that stated simply 'DO NOT EVER CONTACT ME AGAIN' Kinda surprised me after paying this guy $2000 bucks.

Your credit rating speaks volumes to creditors about whom they're dealing with especially when it…read morecomes to major purchases. That is why when I looked to make my next credit move about credit cards I knew just who to contact. I reached out to Ms. Wanda Johnson to better understand my options. She was the consummate professional. She explained the several options out there and answered all of my questions with patience and believe me there were many. Anyway as a career Soldier it is wonderful to see that professionalism and pride in what one does is STILL relevant. I just wanted to humbly THANK Ms. Johnson once again for all of her assistance with this matter and will be referring her and QCCCC to all of my friends and associates seeking professionals that care and know what they're talking about in the matters of Credit. Rangers Lead the Way!

From the owner: Improve Your Credit Score at Queen City Credit Clinic. They…read morecontinue to be a top choice for those seeking credit repair services and business funding. Money-back guarantee, stellar reputation, impressive results, and years of experience set them apart.

These guys are the real deal ! I tried 2 companies that couldn't get me any results before I found…read more360 financial. I invested $2,000 in the platinum plan. My score went from a 542 to a 745 in 38 DAYS!!! I recommend them to all of my family. These guys are the best credit repair company in the nation. I can't thank you guys enough. My life has changed for the better. I just bought my dream car a 2023 corvette. ZERO down and I closed on 500K house because the work 360 financial done on my credit. my credit is so good now. THANK YOU GUYS! Kell is amazing and knowledgeable in all areas of credit and finance. 5 STARS !! All across the board

From the owner: Looking for a reliable credit repair service to improve your credit score? Look no further than our…read moreteam at 360 FINANCIAL We are dedicated to helping our clients repair their credit and achieve financial freedom. Our proven strategies and personalized approach have helped hundreds of clients improve their credit scores and regain control of their finances. Don't let a low credit score hold you back any longer. Contact us today to schedule a consultation and start your journey towards a brighter financial future! We are a national credit repair and restoration company working with a wide array of clients. We specialize in the removal of negative, delinquent & collection items, as well as the removal of the list of inquiries which are negatively impacting your credit score. we make credit repair simple. We raise credit scores. We remove negative & erroneous items. Any credit issues your facing we can help get your credit back on track.

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.