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8:30AM - 5PM
2341 Crocker Rd, Westlake
Investing
“I was completely impressed with the genuine professionalism and customer service from Jaclyn McGuire. Even through the phone, I could feel her affable demeanor and it brightened my day. So happy there are still people who choose to be positive and have an upbeat personality.”
“I had a great experience working with Bryan Skolny, a business banker at PNC Bank. Bryan was knowledgeable, professional, and genuinely interested in helping my business succeed. He took the time to understand my company’s needs and walked me through the different banking options available, making the process simple and stress-free.
What stood out most was his responsiveness and attention to detail. Any questions I had were answered quickly, and he made sure everything was set up correctly from the start. It’s clear Bryan cares about building long-term relationships with his clients, not just completing a transaction.
I highly recommend reaching out to Bryan Skolny at PNC Bank if you’re looking for reliable support and guidance for your business finances.”
“Fidelity has met all of my financial goals. Their service is exceptional, especially, Mitchel Seelinger who is very knowledgeable and professional! He has helped me immensely in all of my needs. I highly recommend Fidelity with all of their financial services.”
Investing
Investing
Investing
“I second the 5-star ratings of other iPlanGroup customers. When I called, I usually quickly reached a person -- never a robot -- who was invariably friendly and helpful.
I had left a small amount of money in my account and neglected to close it before the annual fee was assessed. However, at my request, the fee was reversed and I received the full amount remaining in my account (less the $5 ACH fee).
Thank you, Eri and Aulona!”