Mooresville, NC Financial Services

Best in the market..... thank you

The tax professionals here saved me from being behind on taxes from 2+ years all in one swoop! Highly recommend for anyone dealing with tax issues, they are awesome!

She is a God sent angel... When no one else would help my husband and I, this lady cake to our rescue... Almost near modnight and she was avaialble within 30 minutes and ... more

Jeff Annas at First Command has helped me greatly in advising me in terms of my future and the financial aspects of my life. His knowledge, coupled with his flexibility a ... more

Harrison is a rep. I like the atm

Roy & Monika are amazing!! I trust them fully and appreciate all they do for me!

Prompt, personable, responsive to our needs and just plain easy to work with!

I cannot tell you how much I appreciate everyone in this office. They really do care about their clients, they are a cohesive team that continually impresses. Every pers ... more

Very friendly.

Very friendly atmosphere and always ready to help with any of my banking needs!

Harrison is a good representation

It is absolutely wonderful working with Katherine Holmes! She has helped me and my spouse understand our finances and is always willing to help in any way she can. She of ... more

Ive been banking with UCBI for about a year since they took over Aquesta Bank . I was with Aquesta for 7 yrs. I have always found the staff at the Williams Road location ... more

Gets the job done but typically pretty rude and no one seems like they wanna work there

Great people

Bad communication

Knowledgeable and professional staff! Ask for Kevin!

Picked up my new Maverick this past week and worked with Ryan. I have nothing but good things to say about how easy and smooth the process was. I was kept in the loop eve ... more

Ann has a wonderful personality and is a pleasure to do business with!

Staff is amazing! They know you by name!

Mr Andrew Zegger was extremely knowledgable in tax process and provided superior customer support answering any questions I provided.

$8 to cash a check did I go to a check cashing place on the corner somewhere this is ridiculous

Don't bother with the lobby. Drive ups get first shot.

Not good for business accounts! Very difficult to get anything done or calls returned.

No stars have been earned by this Bank. From rude service, being lied to, less than wonderful withdrawal and deposit habits, randomly freezing and closing accounts with n ... more

I have Never had a problem from Lee’s accounting! They are amazing and I’ve been going back to them for years now! 5 stars! ✨✨✨

Janets trustworthy advice has been the cornerstone of our familys success with planning and meeting financial goals.

Bait n switch.

Been banking here for 20+ years. Good folks and convenient location.

Tarie was a blessing to assist with our taxes! I appreciate her knowledge and expertise in getting things done accurately and in a timely manner.

Awesome experience! Loved working with James!

Great staff, very personable and always helpful. This was my first main bank and they grew with me over the years; from a simple checking account to saving accounts, cred ... more

Allows unauthorized debits to be made then claims they "cant get my money back to me" $1300 just "gone" because they allowed a purchase to go through that we did not auth ... more

J Hu uj

The atm is located in the parking lot closer to 5 guys, not inside the sams. Sams has an atm, but it isn't a cash points

I don't remember going to the establishment

Every time I come to this branch I'm treated with the utmost respect and all the employees are wonderful.

Jeff does the best job taking care of us and making sure were doing whats right for our family couldnt ask for a better financial advisor and a better friend especially i ... more

Wonderful staff and amazing atmosphere

First Command misled me into buying a high cost universal life insurance policy with a misleading tax strategy. Save your money and invest in index funds directly. Avoid ... more

Ms. Johnson helped me when my debit card got compromised. I was our of town and she showed a lot of compassion.

Awesome staff! Great accounts with excellent customer service.

I had fraud on my debit card. Came in, they cancelled my card and issued a new one in site Ram was my banker who helped me out. He was fast, courteous and to the point. ... more

Ive never experienced such bad service/customer service like I had in this location.

David Cone has been doing my personal and business taxes for a few years and he is professional, personable,and a wealth of knowledge that has helped me run my small busi ... more