Investing near Newtown Square, PA

17 locations found near Newtown Square

“I must say you hav e an assistant by the name of Joyce who not only was as pleasant as anyone could be but went above and beyond to help me with my problem , we would be so blessed if there were more like her”

3.7 Good19 Reviews

“For three years BBWM has given us peace of mind and professional services. I chose them above others based on trust and specifically due to their program of layering investment vehicles together with respect to time and rolling the expiring products. They have a plan and execute appropriately. They have been professional and punctual at all times. I diligently searched for my fiduciary and found the folks that areRight for me at BBWM. It been a great relationship and journey.”

5 Superb19 Reviews

“I would give more than 5 stars if I could. My mom and I were in today and we needed help opening an Estate account, from the minute we walked in we were greeted by Hami and he right away went and got someone to help us. When I say Annette went above and beyond for us, she was so helpful, so empathetic, and truly one of the nicest , caring, professional individual s we have ever dealt with. We are so grateful to her and appreciate everything that she did for us. She had the patience of a Saint, answered all of our questions, showed so much compassion, and took care of everything for us. You just don’t see such amazing customer service like Annette showed us today.
Thank you SO much, Annette:)”

3 Average48 Reviews

“If I could give 6 stars I would. I am currently finishing up the home buying process and I recently had to get a cashiers check from my PNC account to use as a deposit for my future home. I can say without a doubt every time I have gone to this PNC bank on lunch it has been wonderful.I had the pleasure of having Grace help me out and she even went above and beyond when I needed documentation for my lender and had warned me of potential security risks as well. Every single person in that PNC deserves extra praise whether it be the fast and cooperate service Ive always gotten or just how friendly they are when they ask me about how I am doing and keeping tabs on how my house hunting is currently going. Every interaction has felt very genuine, human and positive that is hard to put into words.I have had several banks, and I have also been to several PNC branches which have all been to a high standard. However, this branch in particular blows every other location out of the water. I am truly thankful for the staff and how much they do for their customers.”

3.7 Good8 Reviews

“PNC customer for 15 years. Sean and his team provide top notch service and always smiling. When I do have to go into the branch I know I will be taken care of. Keep it up!”

3.7 Good27 Reviews

“I came to Thomas with a request to wire a deposit from my PNC account to London, where I will be attending school this fall. The paperwork was extremely vague and the instructions were not correct. He was amazingly persistent! Most people that I’ve run into over time would have NEVER spent the amount of time Thomas did to resolve my problem. He tried several options, made a phone call, and got my deposit to London! Thank you, Thomas!! Your actions went above and beyond my expectations!”

3.3 Good20 Reviews

“Helpful staff. They don't print cards at this branch but they do in East Norriton and King of Prussia branch. I wasn't in a rush to get a new card but they helped me order a new card in the meantime.”

3 Average11 Reviews

“I'd like to especially thank Kelly and Pamala - this branch was so helpful and friendly to work with. They were able to help me with a really specific issue and were knowledgeable, efficient, fast, and friendly.”

2.4 Poor50 Reviews

“Ask for Jennifer,She has been such a great help.She showed me how I could save and pay for my sons college.We reviewed the many options PNC had to offer.I know live in Florida but when I visit Philly I stop by to see Jennifer to make sure my accounts are good.”

2.6 Average23 Reviews

“As a Senior and a widow I am so grateful to have found this bank. Cedric Bembry has been incredibly helpful and clear. He has guided me well through many difficult transfers and questions. Following his expert advice I am confident that I have made sound decisions for now and for the future.I always feel as though I am treated personally as well as professionally.There is rarely a wait and it is a comfortable atmosphere.”

2.3 Poor29 Reviews

“All the staff here are really nice, even when met with a rude lady who jumped the line and was yelling at them. Our wait was really long for it being so quiet, but besides that everyone was helpful and kind.”

2.1 Poor39 Reviews

“I wanted to extend my heartfelt thanks for the exceptional service both Cheryl and Rich provided at PNC Bank. Your kindness, professionalism, and attention to detail truly exceeded my expectations and left a lasting impression.

Your dedication to customer service should serve as a benchmark for others. I am grateful for your assistance and look forward to future interactions knowing that I am in capable hands.”

2.1 Poor21 Reviews

“Been banking with this company for decades. Haven't had any issues. People have their preference, whatever financial company floats their boat, then they will choose to join whichever suits them!”

1.8 Poor32 Reviews

“I spoke with Scott today about fraudulent transactions to my account, he was able to put me at ease. Thank you very much! He was prompt and pleasant 👏👍”

1.4 Poor21 Reviews

“I know of Vanguard through a former employer of mine... a very well-known, well-reputed investment management firm based in Boston. And.... Vanguard was always spoken of, and considered, the best of the best. My employer provided retirement accounts for all of their employees (i.e., for me) and we were able to select the Vanguard funds where we wanted our retirement monies to be invested.It's now a full thirty years later, and my money has more or less sat there, and grown quite nicely, in my various Vanguard funds.However, sadly, I have noticed that their customer service line has deteriorated. In a nutshell, it seems they have OUTSOURCED their customer service. You no longer get reps in the U.S., and who always seemed like they were IN THE BUSINESS of investing money....reps who seemed to know a thing or two. Instead, we now get an endless phone tree of buttons to push.... are repeatedly asked to enter the same information over and over...we finally have to 'play games' with the system in order to get a rep... when you DO get a rep, it's clear they are not based in the U.S. Then you are told you need to speak with a different department...you are transferred....put on hold... asked all the same 'security questions' all over again (and even in instances where you aren't looking for any private or personal information on your account, but simply want help NAVIGATING THEIR WEBSITE). Speaking of which....whatever happened to the voiceprints that many of us recorded, of 'At Vanguard, my voice is my password'?? ...which was supposedly specifically set up, so that we'd not have to jump through all these ridiculous 'security hoops'?? We no longer seem to receive that prompt, anymore, when we call Vanguard...It's sad, that even with a company at the level of Vanguard, that customer service is DEAD. And I'm sick and tired of endless, waste-of-my-precious-time questions that are supposedly 'for your security', even when, as mentioned, I am often not trying to get any PERSONAL details on my account. I mean, you can't even ask a GENERAL QUESTION anymore without first going through an inquisition!Jack Bogle must be rolling in his grave.”

1.4 Poor115 Reviews

“Very convenient location and very helpful , courteous employees. Quick service, that offers Debit card replacement. The only drawback is the parking for this bank.”

1 Poor5 Reviews

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