Investing near Westerville, OH
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12 locations found near Westerville
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380 Polaris Parkway Suite 250, Westerville OH 43082
“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.”
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72 East Schrock Road, Westerville OH 43081
“Spoke with PNC staff Mr Khalu Mcbee who went above and beyond to help with my cash appt.(first time use this appt) He took his time to explain how to use the appt and how to deposit the money to my account. I really appreciate his patience with me”
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4182 Worth Avenue, Columbus OH 43219
“John has been extremely helpful and put together a financial plan for my retirement that was creative and understandable. I met him at the Dublin Library while at his retirement seminar. I have received personalized service and far from a cookie cutter approach. Kudos!”
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75 E Wilson Bridge Rd STE C2, Worthington OH 43085
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1324 Polaris Parkway, Columbus OH 43240
“I have been working with Nate Smock and his team in the Polaris office for a number of yrs prior to retiring 18 months ago. His responsiveness and professionalism has been outstanding in helping me navigate the transition. I appreciate his support and relationship. I would recommend.”
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1850 West Henderson Road, Columbus OH 43220
“Ms. Angie is an absolute ? She was incredibly patient with me and took her time with detail when explaining the process with me. I would love to be contacted by management to truly share how wonderful she was to me! Women like her in upper management are SO Needed ❣️”
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1655 Old Leonard Ave, Columbus OH 43219
“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.”
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1850 E Dublin Granville Rd, Columbus OH 43229
“My experience at this bank was wonderful everyone is nice the security at the door she very nice and LOGAN SORBA is excellent very nice helpful and respectful I’m very happy his very professional i if could give more the five stars I would”
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2158 Polaris Pkwy, Columbus OH 43240
“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.”
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8079 East Broad Street, Reynoldsburg OH 43068
“Lisa, the branch manager, is top tier. I needed to make some changes to a business account and she walked me through the process and made sure everything was working as needed. Thanks!”
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1980 N High St Unit A, Columbus OH 43201
“Daniel is charismatic, informative and a pleasure to be around when I was putting in my travel notice and getting a new credit card. I always come out feeling energized and ready with my financials. Best PNC branch I’ve been to thus far!”
