Investing near Timonium, MD

20 locations found near Timonium
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“Roberto, Carlos and Chelsie are really easy to work with and go above and beyond to help. When we purchased our first investment property Roberto was able to answer any questions I had and find a solution quickly. Carlos is very knowledgeable and eager to assist us anyway he possibly can. Chelsie answers emails and calls whenever I have a question and has been a great help with technical issues. Overall a great experience with the team at Trius Lending, would not hesitate to recommend to others in the industry.”

5 Superb30 Reviews

“I received excellent Customer Service from Kyle yesterday. he was Very Pleasant & was Very quick to send me the information I requested. which I greatly appreciated. Thanks Again Kyle”

4.4 Superb83 Reviews

“Professional investment advice with easy to understand and use information for getting my 401k rollover and retirement plans organized. They listen, take time and give good advice for financial planning with investment advising.”

4.9 Superb23 Reviews

“James M. review update: I called Stansberry research and was helped by a nice lady. She explained that I purchased a service one year ago. I have several. It had an autorenewal. I either forgot about the renewal or did not read the entire contract. She said that I had 30 days to cancel. I cancelled and received a full refund in in seven business days. I do read the investing information I receive from them. I would give them five stars for their customer service and four and a half for material content.”

3.6 Good61 Reviews

“This morning I was looking for an unbiased third-party opinion on a financial decision I am trying to make. I called Wells Fargo and had the pleasure of speaking with Christopher Hayburn. Mr. Hayburn was friendly, knowledgable, asked thought-provoking questions, and was able to explain things in a way that was easy to understand. Even though I am not a client of Wells Fargo, Mr. Hayburn spent twenty minutes of his time speaking with me.”

5 Superb3 Reviews

“Amazing team who has really helped to put my mind at ease. Kevin is very detailed and helped walk us through the path for retirement. I also know other mutual clients who just can't say enough about how compassionate and well informed they're interactions have been. Highly recommend!!”

5 Superb3 Reviews

“Best Financial institution to do business with, great selection of products: investment, brokerage account, life insurance, retirement accounts, and list goes on and on..... Very satisfy in putting my funds in this trusted institution”

4 Good4 Reviews

“I've had to come here several times in the past two months to deal with things in person because I couldn't figure out how to do them online. (Turns out, some things can't be done online.) So I was feeling a little intimidated because of that but the two gentlemen I dealt with were helpful and didn't make me feel bad about not being able to figure it out. The first time I came in, it was about 10 minutes until they were supposed to close. The guy who helped me took me to his office where he patiently answered my questions and helped solve my problems. An African American man that was at the front desk helped me and my daughter on another occasion and then helped my spouse just yesterday. Their website is clear and fairly easy to access (except those things that can't be done online). Most of all, they were professional and accessible.”

4 Good4 Reviews

“Very efficient & polite.Not much waiting in my car & they immediately said hello.They thanked me for banking with me & wished me a good day.Less then a minute, after sending transaction in.”

5 Superb1 Reviews

“I was trying to make a transfer between WF account to my other BANK....for 6 days ...no one could help me and they all took my information.While I was driving to the store, I came across Wells Fargo at 989 Fairmount Ave Towson Location, and I was ready to CLOSE my account but a gentleman by the name JOHN CONNOR approached me and saw my frustration and offered me his help, it took him 5 MIN to help me and I finally transferred money between WF and my other Bank online!!!! I definitely recommend this place and definitely John Connor !!!With all worker who are at home working remotely can tell me who knows their job and who doesn't!”

3 Average2 Reviews

“Great service, Toni, the lady greet us with the warmest smile and handled our request so smooth. She also greets every customer enter the branch. Give her a bonus! Good branch!”

2.9 Average25 Reviews

“This location is a few blocks up from my job. I rarely go into branches but this one in particular normally provides good service. I've never seen more than about two teller windows open but they are usually pleasant and efficient with my transaction, even the security guard greets you when you enter the building. I've used the ATM several time and have had no issues. Will continue to visit this branch when I need to.”

2.3 Poor24 Reviews

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