Wilmington, NC Financial Services

Phil is second to none. Personable, accommodating and plain enjoyable to work with. Highly recommend contacting him and his team for your needs.

The service was outstanding from Donna, Lynn and team in putting together our mortgage for our vacation home. They went out of their way to work with us and made the proc ... more

Patrick Stoy and his team are the absolute best!

Jen was able to help me with my business finances when my long time bank would not. She was very professional and knowledgeable throughout the entire process. I am now a ... more

Vince was great at asking me if I had anything connected to work, as to write off. Funny enough I did. Explained everything to me and did a great job. I will use him for ... more

Always thorough and friendly

Vince was great at asking me if I had anything connected to work, as to write off. Funny enough I did. Explained everything to me and did a great job. I will use him for ... more

I have known Phil for many years and worked with him on several of my personal home purchases. He has always remained a great friend and trusted businessman. He always al ... more

They are very knowledgeable, however extremely unorganized and have way too much on their plates. Its near impossible to get a call back and responses are Ill get back to ... more

Excellent services and professionalism, thank you very much Excellent services and professionalism, thank you very much...

Great experience BUT H&R needs to bolster PRIVACY so customers feel free to share without whispering. Raise the partitions, provide soundproofing. This is a recurrent ... more

Rip off. If you're self employed such as grub hub or Uber driver expect to pay out the muffler!!!

Daniel Hayes's expertise is impeccable. Communication is immediately if there is ever any questions or feedback needed. I am so happy to have found Daniel to assist in my ... more

they close on friday at 5 pm so for get 6 they changed it

Reid Harris is so genuine and caring. He is very responsive and cares deeply about his work and clients. I recommend him to all of my friends.

As a blue collar type guy with very little knowledge of the stock market and other financial matters outside my own checking, savings and credit card accounts. I felt ver ... more

May your joys be as deep as the oceans, your troubles as light as its foam. And may you find sweet peace of mind, wherever you may roam. Happy birthday!"

I had a wonderful experience. Great job and very friendly staff.

I highly recommend Moravia Advisors! They have been a game-changer for my financial journey. Danes expertise, personalized approach, and dedication to helping me achieve ... more

Great doing business with secu. Megan Ward usually helps me out the most one of the nicest ladies there.

As a new South State customer, I can't speak high enough for the customer service as well as the tellers I have interacted with , thus far. All are amazing and very atte ... more

Always quick and convenient. The employees are very efficient and understanding.

Unbelievably rude and unprofessional. I followed her from my previous employer and kept her as my personal financial advisor for the past years. I clearly wasn't making h ... more

Been with Edward Jones for over 2 decades and still enjoying the professionalism and enthusiasm of the teams. Working with Bud Wawmer and Deborah Bomberger reinforced my ... more

Tucker is a great financial advisor not only because he has an immense knowledge of financial systems but also because he is incredibly relational. Tucker spent countless ... more

Michelle and her office staff are the best! Extremely helpful and so very patient!

Chris is an incredibly knowledgeable tax professional and he's great to work with. He specializes in small businesses, LLCs, etc. As an enrolled agent with the IRS, he ... more

Always great

Jamie is knowledgeable, easy to visit with, and I trust him. As an estate planning attorney, I have referred dozens of clients to him, all with good results. Call Jamie t ... more

I could have done a 5 star but considering i have had no problem paying my bill i get my credit run again just. To get told i don't qualify. Should not have to do a credi ... more

Spoke with Oscar and he was very helpful and understood my needs!!!! We need more Oscar's to help people

I highly recommend this location for you personal and/or business banking. Ryan, Cody, Judson, and Alex are both scholars and gentlemen. They are undoubtedly the finest t ... more

Positive: Professionalism

Shannon is the best financial advisors I have ever worked with. She is the real deal, not some transformed life insurance sales person. She has spent her entire career ... more

If you need to withdraw $500 or more do not got go to RANDALL PKWY branch in Wilmington . They are always short on cash. Im not sure who does the cash forecasting. Whoeve ... more

Lorissa has been amazing at understanding my financial needs and works hard to ensure my financial goals are being met. She is patient with explaining to me what has been ... more