Investing in Bethesda, MD
19 locations found near Bethesda
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“I was a bit concerned about access when I had to make my way to a relatively urban physical branch. All of my previous interactions with this firm have been online or by telephone; this is the first time I have needed personal assistance, which speaks well for the organization. I was pleased to discover that is an easily found, convenient location with parking validation. I was seen on a quiet weekday afternoon and received prompt and accurate assistance with a couple of small issues by a congenial and knowledgeable gentleman. My questions were answered, changes and corrections made on the spot in a helpful and professional manner. Kudos to management for Mr R Boies, who took the time to make this a pleasant and efficient experience.”
Investing
“I needed to open up a new & do not access Savings Account, & Lara, my new Relationship Banker gave me the 5 star treatment. Lara, made sure she took the time to introduce & explain the different options that would be beneficial to my long term saving goals & was not busy at all. If Lara, didn't have the answer she asked her co-worker Scott, who was in the next office & did not hesitate to pop in to lend a hand. I really appreciated the teamwork they gave each other. It made me more comfortable in my decision of selecting PNC over my other two choices. As I was getting ready to go, Lara offers to assist me with my Online Registration, which I obliged & was seamless. She also coordinated an appointment for me to meet with one of the Financial Advisors...the extra client services was very welcomed. The mobile app is user-friendly & PNC which is based out of Pittsburgh, operates in 19 states...mostly East Coast & Midwest with a few down south. Within a few hours after I left the branch, I got a Welcome and Thank You email from Lara, thanking me for my business & extending her service upon my needs. I look forward to growing my retirement trajectory with PNC & Lara.”
Investing
“I visited the Bethesda Fidelity location in order to make a deposit into a newly opened account, having the check in hand for a UTMA account. The representative was very pleasant and understood quickly; she deposited the check and gave me a receipt. While I was awaiting the receipt, I heard another rep very patiently talking to a customer who wanted to cash out some funds. It was explained to him that Fidelity wasn't a bank with cash on hand, and she gave him a number of ways he could get his money in cash. She did not get impatient but explained very well his options. I was favorably impressed.”
Investing
“A lot of investors are confused and go into deep research, for a trusted and legit platform to trade and invest in. I was also looking for the best not until I read good reviews and recommendations about Mrs Karen, With her great skill of trading and mining made a good profit for so many in their trade account. I was amazed how happy many investors wrote good comments about her. I contacted the amazing account manager Karen,and invested with her with believe, and trust just a”
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9:00 AM - 8:30 PM
3 Bethesda Metro Center Suite 700, Bethesda
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