Investing near Gahanna, OH

30 locations found near Gahanna
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“Well, I'm biased because I work here. We provide a personal experience in fulfilling insurance needs. Property, auto, motorcycle, boat, event, pet, and more. If you prefer to work with a person, this is your place.”

4.9 Superb29 Reviews

“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

“Came through the drive thru, to get a certified check. The young lady that helped me noticed my balance and asked me a few questions. She told me that a different account may be better for me and would be free!Saves money if I need a cashiers check!Well done thank you!”

3.8 Good21 Reviews

“I am so grateful to BFP. It gives me peace of mind to have financial advisors who are knowledgeable and good at explaining what's happening with my accounts and current market events. Even during tough market times, my accounts faired better than the market. I know I can call anyone on the team with a question and they will help out. My whole family has switched to BFP and is pleased with their service.”

5 Superb2 Reviews

“Mark has been my mother's financial advisor for many years. Based on how well he has done for her, especially during some difficult and uncertain times, I decided to make an appointment myself. Mark invested (see what I did there? :)) a great deal of time & investment expertise in learning about my financial background and what measures I need to take to teach both short and long-term goals. This was accomplished by discussing my risk comfort level, market indexes, time-line of said goals, etc. Mark's office has recently located to next door to The Porch Growler on N. High St. in Worthington. The space is lovely and there is ample parking in the rear.”

5 Superb2 Reviews

“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

“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

“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

“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

“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

“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

“I cannot say enough good things about working with Derek and his office. He always answers my questions in a way I can understand and gets back to me quickly. I have been working with him for over 5 years and he's helped me transfer a previous 401k to a SEP IRA as well as other various financial planning for my home and family.”

5 Superb1 Reviews

“We needed to close two accounts that had been comprised. The Assistant Branch Manager didn't attend a video conference so she could assist us in closing the accounts and opening new accounts. Great customer service.”

2.5 Average15 Reviews

“PNC with the personal Banker is very Important to me. Hellen Hathoway was my 1st. Fantastic,helped me many times. Now I have Kevin Malone. He is always willing to assist,advise and return all my calls or emails. Personal Banking is the Mustard on a hot dog. You want a ballpark Hot-dog, cold or warm like your beer or soda, Go to another Bank. Want the works? Go with Kevin and the nice crew at PNC Pickerington Ohio”

2 Poor4 Reviews

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