Investing near Powell, OH

15 locations found near Powell

“We've been happily trusting Adam and his team with our money since 2020. I appreciate his philosophy on investing and how well he explains it, along with the focus on our retirement goals and what we want to do vs strictly making the number bigger. He's a calm voice in a bewildering sea of craziness.”

5 Superb58 Reviews

“Best thing we ever did was get connected to this group. Highly recommend. Your missing out if you dont?. Not enough adjectives to describe their professionalism, efficiency, willingness, on and on. Thank you very much for you help.”

5 Superb13 Reviews

“I made the switch to Everhart a few years ago and have been very happen with the advisory relationship. Not only have they been experts in managing 401k plans (like our company's) but they now are providing personal expert financial advisory services. My advisor Logan, is more thank helpful, understands how to help us navigate these crazy times and still stick to the financial plan. Would highly recommend Everhart Advisors to others.”

4.7 Superb15 Reviews

“I had a pleasant experience. The cashier was prompt and friendly. She even handled a verbal attack from an entitled customer with grace. I'd go back because it's located relatively close to my office.”

4 Good21 Reviews

“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!!!!”

3.1 Average38 Reviews

“I came to John feeling unsure about retirement, but he helped bring clarity and confidence to the entire process. He built a plan that not only aligned with my goals but also focused on tax-efficient investing — something I hadn’t considered before but now see the real value in.

He made everything easy to understand and always took the time to explain the “why” behind each move. I now feel set up for a secure retirement and finally have the peace of mind that I had been hoping for in my previous dealings with previous planners. If you want a smart, caring advisor who truly knows their stuff, John is the one.

He even meets with me over the weekend to accommodate our busy schedule. He makes our finances a priority!”

4 Good4 Reviews

“trying to get things taken care of by phone/email/online chat/the website was proving to be way too difficult and lengthy a process. my mother and i needed to transfer an account from her name into mine and were getting frustrated with how long things were taking remotely, so we went in and talked with jasmine. she is absolutely the best!! she got everything we needed taken care of quickly, efficiently, and kindly. we had a great time at our visit. we could not be happier with not only the quality of the customer service, but how jasmine took a process from being a pain into smooth sailing!”

3 Average34 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

“Such a nice bank .... I had an issue with my account they solved it within one day I'm very impressed and I will go back here for sure ? very nice and polite workers here !!!! Leah is just amazing very kind and patient”

2.7 Average27 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.”

2.1 Poor42 Reviews

“I've worked with this branch on several occasions and the staff is always very helpful and work very hard to quickly resolve any problems. Highly recommend them for any of your banking needs.”

1.2 Poor13 Reviews

“The staff at the bank are very friendly and very knowledgeable with any question thrown their way. If you're looking for a new bank, give PNC a shot. The only drawback is they don't exist outside of the Midwest.”

1 Poor18 Reviews