Best financial planner in Charlotte, North Carolina (NC) 2024

Had an appointment for 9:30 am with a financial advisor. Booked appointment 2 weeks prior and was there at 9:30 to be informed that the financial advisor was on vacation and no one else could help me with my need. Manager offered to contact the 2 closer branches to see if they had an available financial advisor to meet with us. Manager came back and said I have emailed the branches and I am waiting on someone to email me back. As a manager myself I cannot understand why she didn't pick up the phone and call the branches instead of emailing and hoping for an answer. We were left sitting and waiting so we just left. Not a way to do business. ~Ana

Do not recommend this place. I was told to wait to open a business account. After 45min waiting i was told they have to give priority to customers with appointments. They obviously do not care about new customers trying to open a business account. ~Christian

You have me wait over 90 minutes to do a transfer? I’m trying to purchase a home and I’m quite sick of you guys. Fortunately I have options and going to a local credit union. Goodbye 22 years of loyalty & adios to these main stream banks that clearly do not know what it’s like to help their customers. I’ve heard they put priority on people with high level accounts. I literally keep this account only since I’ve had it since I was a teen. ~D

Poor customer service. We was waiting for over 30 min but it was only 3 people on the line. They don’t speak to anyone either. When it was my turn lashanda had a bad attitude like me waiting is her fault. Then when I get there she moves me to the side and I asked politely how long and she gave me a face like I wasn’t suppose to ask when I’ve already been here for 30 min waiting ~xiomara