Investing in Rehoboth Beach, DE

3 locations found near Rehoboth Beach

“I have work with Stephanie Brown on my portfolio she has given me some great advise on some investments. I have moved my money from a large investment firm to Schwab. The other firm was a wealth management charging 1% plus other fees and would not let me have much say in with stocks I wanted to add to my portfolio.They would just tell me that they were handling my money. The returns i got with there management were not all that good for charging 1%. I am happy with the returns so far with Charles Schwab and with Stephanie Brown help.”

3.8 Good6 Reviews

“I’m so grateful this is my local branch! Sam Elliot was incredibly efficient in helping with a number of things I needed after a name change, divorce, etc. She is knowledgeable, kind, patient and was smiling the entire hour and a half it took to get everything handled! Very appreciative of her and the other employees at PNC in Rehoboth.”

2.5 Average24 Reviews

Related Categories