Investing near Cedar Knolls, NJ

30 locations found near Cedar Knolls
View Map

“The people here are literally the nicest people I've ever dealt with in any business. I started a landscaping business and walked in here strictly because my biggest account used them. I had no idea how to set up a business on the banking side of things. Stephanie (who I believe is the boss) put together everything for me and even took the extra steps to get my trade names taking care of with the county. All I had to do is go to the county clerk and get a signature. She basically set up my business legally. Another girl Sarah set up all my personal accounts and she was also amazing to work with. Neither of them tried to sell me anything either. I will be using them for everything from now on. I highly recommend if you are looking for a welcoming bank.”

1 Poor2 Reviews

“I would like to recommend Mr. Julio Hoyos Tax services, him and his staff have been excellent with me. From the moment I called the office until the day that they completed my taxes Mr. Hoyos and the ladies at the office have been wonderful explaining the process. I needed someone who I could trust with my international taxes and I have been blessed to find Mr. Hoyos, he is honest and a professional in what he does. I am thankful for their services and I would continue working with this company.”

4.7 Superb51 Reviews

“The staff members are helpful and friendly. We have received excellent service over the years and have stayed with this bank largely because, when we need it, it has a convenient in-person branch as well as plenty of ATMs. Some of its processes are slow, which is why I gave it a 4, not a 5, star rating.”

3.9 Good11 Reviews

“I have had a TD Ameritrade account for over 7 years. Today was my first visit at the office. I met with Maurice Simpkins. He was professional yet approachable. He is well-educated in his field. He explained to me how I could benefit both from Schwab's portfolio management and TD Ameritrade's self-management. He was a wealth of knowledge. As we discussed more complex investment strategies he adjusted his language to a level in which I could understand. He answered all my questions and was very generous with his time. I'm very sorry that I had not visited the office 7 years ago. Now I consider Maurice as one of my most valuable assets. I highly recommend the office and Maurice Simpkins.”

4.1 Good7 Reviews

“Spoke with a Sid C. today on the phone to set up an account. He was extremely helpful and professional when it came to opening my account. He took his time to work with me and go over all the options that fidelity provides. Great service!”

3.5 Good13 Reviews

“We finalized our closing on our home and the PNC customer service over the phone messed up our wire transfer. Meaning we would have been out of house and home for several days. Including the other homeowners that were waiting to receive this money. Alcy Riche the loan officer at this location saved the day!! I don't know if he knows it, but he helped so many families today. This man was so calm and he did everything he had to do to make the wire transfer happen, even with the PNC wire transfer office being closed. He was professional, knowledgeable, and courteous. I will forever be appreciative of him and his help. I cannot thank him enough.”

3.5 Good13 Reviews

“love this bank its just sad when someone gets transferred because they treat you like family and are missed.I am not going to name names because there all awesome .”

3.5 Good13 Reviews

“5-star service! The new branch manager Kimberli helped setup my business banking account, and the entire process was smooth, professional, friendly, and well explained. I have been banking with PNC for over 20 years, and this is one of the finest branches I have been to. Highly recommend, their team is top notch, you will have a fantastic experience. Cheers! -RJE”

3.3 Good21 Reviews

“Was at njmvc they want a recent bank statement. Went in without an ID gave two young gentlemen my ssn told them the name and slight history of the account and they saved the day went back to njmvc and got my ID. Thanks to those two young gentlemen. Thank you”

3.8 Good6 Reviews

“Always had a good experience. Staff is welcoming and with a smile. I don’t like the bank’s website or some of the policies but as far as the staff go, definitely 5 ⭐️”

3 Average23 Reviews

“The people here are literally the nicest people I've ever dealt with in any business. I started a landscaping business and walked in here strictly because my biggest account used them. I had no idea how to set up a business on the banking side of things. Stephanie (who I believe is the boss) put together everything for me and even took the extra steps to get my trade names taking care of with the county. All I had to do is go to the county clerk and get a signature. She basically set up my business legally. Another girl Sarah set up all my personal accounts and she was also amazing to work with. Neither of them tried to sell me anything either. I will be using them for everything from now on. I highly recommend if you are looking for a welcoming bank.”

3.4 Good8 Reviews

“Team was great today with paperwork for my Uncle. It is always difficult with POA stuff and their help was appreciated. Even called me back as I dated something incorrectly. Many thanks.”

3.6 Good5 Reviews

“TIAA Financial Services (Teachers Insurance and Annuity Association of America) manages the college retirement equities fund. They are a Fortune 100 financial services organization. They are also one of the leading providers of financial services in the academic, research, medical, cultural and governmental fields. Great company.”

3.5 Good2 Reviews