Investing near Sunbury, OH

9 locations found near Sunbury

“I live 1/2 mile from a PNC Bank but travel three miles to get to the one on Schrock and Otterbein. They are very efficient and super friendly. Janice made my day today from her welcoming me as I walked up to her to her filling out my deposit slip for me. A super group of people!”

4.4 Superb20 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

“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.”

3.4 Good5 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.”

2.6 Average20 Reviews