Investing in Raleigh, NC
8 locations found near Raleigh
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“Chaz helped me open some small business accounts and was one of the nicest most professional people I've worked with in a long time. The process is a lengthy one and he worked through lunch to make it happen. I wasn't sure about a bunch of stuff and he was really great at answering my questions and even mentioning things I hadn't considered.I'm certain that if any issues should arise Chaz would be the guy to get to the bottom of it. Two thumbs up for a guy that went the extra mile.”
Investing
“New customer opened an account today online with virtual wallet it was quick and convenient. Followed by depositing check in person the teller was very nice andPersonable , didn’t catch anyone’s names but she was nice as well as the older gentleman who helped me with my account and discussed credit card”
Investing
“Sooo good to see a bank still handling cash transactions! The PNC in wake forest is a cashless bank. This one here was great! Helped me with my issue and got me on my way. They were very welcoming, pleasant and professional! Thanks PNC team!”
Investing
“I've been with Merrill and the Edwin Braswell team for nearly 15 years and they've always been super professional, helpful and above all kind. The market has its ups and downs and over the years Edwin's team has always gone out of their way to look out for me and my family's financial best interests. Edwin consistently communicates and keeps me updated during the good and challenging times--and my portfolio has done great! I appreciate his genuine honesty and diligence for his clients. I give him my highest recommendation.”
Investing
“Volital Times need wise counsel Diversification Risk Tolerance "I would rather regret Doing something than not doing something I wanted to do" Fumio Sasaki Since I agree! My risk tolerance is VERY High... NOT Bitcoin high, no Ripple either, ok I'm Old and taking a chance at being able to resign from any work that I'm not incredibly passionate about We need to take responsibility for the $£¥₽₩ and Bitcoin we have been entrusted with... you can argue AND be wrong!”
Investing
“Thank you for finally hiring some great people. I literally stopped going into this branch(6 forks) because of some of the rude staff. I see their gone and the place is amazing now. I needed to order some euros for travel. The teller was so sweet and helpful. Friendly smiles, great service. Awesome PNC Branch!”
Investing
“Beverly is a top notch professional and has the most sincere kindness I’ve met in a long time. Everyone seems to know her and say hello. The trip here is longer than the Wake Forest branch but making this stop a definite new priority! I’m opening an account here because of how incredible the human experience! Thanks Beverly ?”
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“The financial guidance and care I receive from Pendleton Financial goes above and beyond. It is not simply investment management services like many big name firms. Gray and his team work hard to provide a tailored plan that is specific to my family's goals and needs, and covers a variety of strategies and considerations that impact our financial health and well-being. I am so thankful to have found a local family-run firm that has helped to take some of the worry of financial planning off of my plate, and given me actionable steps to follow to shore up our financial future. Thank you Pendleton Financial!”