Investing in Columbus, OH

30 locations found near Columbus
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Libertas Wealth Management Group Investing

“Adam and company came to us by reference from another satisfied customer over 10 years ago and we have been clients ever since. We couldn't be happier with the Libertas team and their approach to financial planning. They conduct audits of our accounts with us annually so that when our situation changes our plan does too. They are personable, extremely knowledgeable, and very detail-oriented. I'm so happy they found us and I am confident in our financial future largely because of their efforts! Strongly recommend!”

5 Superb49 Reviews
ECDI Investing

“I just finished a session with Marne in Piccolomini and I have to say she surpassed my expectations. Not only is she versed with lending and gave me new insight but she coached me through my barriers and really helped me walk away with an actionable plan moving forward.”

4.3 Superb50 Reviews
PNC Bank Investing

“5/31/23: Excellent customer service from Joy H who opened my new PNC checking n savings accts today! Joy knows the bank's products, answered all my questions, and has a great people personality!! Thank you Joy and PNC Bank!!!!”

2.7 Average31 Reviews
PNC Bank Investing

“Absolutely the first positive experience I’ve had with a bank - very quick and efficient -extremely helpful and didn’t try to upsell me on anything or pressure me into applying for a credit card when I opened my account - I’m not sure if the banker that helped me was Anthony or Andrew (man with glasses) and that’s no way indicative of his service being anything but amazing and has everything to do with my memory . Thanks guys !! Hoping to be a customer for a very long time . Also to note they have the lowest fees for the all inclusive options that I’ve seen bank wise”

2.8 Average19 Reviews
Charles Schwab Investing

“Really great people at this location. I've been using them for a while now and I'm nothing but pleased with my experience. I'd inherited a portfolio so that's why I started using them and I'm glad that I did.”

5 Superb2 Reviews
PNC Bank Investing

“They had great customer service inside. 3 different workers asked me if I needed assistance. Perhaps come inside versus waiting in the outside line. Like everywhere else in this country, this place could be understaffed.”

2.9 Average8 Reviews
Charles Schwab Investing

“I opened accounts online and was contacted by the local advisors to see if I needed assistance. I was consolidating multiple accounts and they were quite helpful and attentive at making sure my needs were met.”

3.5 Good4 Reviews
Fidelity Investments Investing

“I'm getting old. Well, I'm already old, but I'm starting to think about retirement. Our company's 401k is through them, plus they do more general retirement services. So I went to their website, and talked to an advisor on the phone, and then came in here for a meeting. Learned a lot at every step. Went through a bunch of options, made some decisions about which direction to head, nothing definite yet but at least I know where I'm going now. The website is easy to use, the phone advisor was good, and the service at this location was good as well. It's convenient near the highway. Comfy inside. Updated with nice furniture and big computer screens to go over options. Jeff was down to earth and knowledgeable. I'll be back. Hopefully soon.”

2.5 Average20 Reviews
SWS Partners Investing

“The SWS team is simply exceptional. Great people, very savvy, easy to work with. Creative thinkers who have provided us with the best investment results we've ever had. Highly recommend.”

4 Good2 Reviews
PNC Bank Investing

“So happy with this branch. Not long ago my belongings were stolen off my vehicle including id etc. Came back today after getting my new ID etc and I was pleased to have been asked a few more questions by the guy at the drive thru lane today.It gave me peace of mind in knowing they are following the procedures to keep my account safe. Thank you!”

2.1 Poor7 Reviews

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  1. Columbus, Ohio

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