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8:30AM - 5PM
179 Levittown Pkwy, Levittown
Financial Advising
“Glenn, Linda, and Wendy could not have been better to deal with the past two years. Not only are they super responsive, kind, and professional, but they are also experts in their field. I can't thank them enough for giving me piece of mind during tax season. On top of the great customer service they return your taxes in pristine condition with explanations and a lower taxable income to boot! Love this team.”
“I’ve worked with the Petsis team for several years and cannot say enough good things about their level of professionalism, responsiveness, and knowledge. Alex and Tony have been a calming voice of reason during turbulent market conditions and have provided much needed peace of mind. I have and will continue to refer friends, family, and clients to the Petsis team for the foreseeable future.”
“Chip is amazing at what he does! No pressure to commit to anything, knowledgeable guidance. Plenty of resources, always a pleasure speaking with him regarding anything. So glad to have him managing our assets and strategically setting them up for growth. I would not hesitate to call his team!”
“The staff are knowledgeable, respectful, highly recommend. Mrs. Gonzalez is great to work with, takes her time to explain all aspects of going into a business on your own.”
“"The person at the front desk" got a bum rap in an earlier review. I've come in to this office a few times over the years, usually with specific questions so complicated that they would make your head spin. I needed to be shown things in documents and have them explained to me. I needed to talk to a live person face-to-face.This has happened three times in the past couple of years. All three times, James was at the front desk, and he is without a doubt the most superbly informed person I've ever met at a front desk. He was knowledgable about every form and tricky situation I presented him with, and was able to clearly explain some very complicated procedures step by step. And all with good humor.Earlier in life I worked in the securities industry, so I can appreciate the value of someone like James in an office. In this age of internet transactions and phone-based customer service, it's time-consuming to have to drive to an office to get something done, so I want that time to be well-used. A trip to this Schwab office has always been worth my while, mainly because of James.This is a sincere, unsolicited review. I just wanted to set the record straight. Occasionally other people are at the front desk. I don't know who was there for that earlier unhappy reviewer, but I stand by my repeated experience.”
8:30AM - 4:30PM
1099 General Knox Rd Suite 1A, Washington Crossing
Financial Advising
8:30AM - 5PM
12 Penns Trail Suite 501, Newtown
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have really been struggling with banking since my credit union merged with TruMark. But there has been two constant positives with the transition. The friendly staff in the Downingtown branch and Cierra Chapman in customer relations. Cierra helped me tremendously when she was in the Downingtown location and continues to help me since she has transferred to another office. I have told her many times, that it's because of her why I am still a member with TruMark! Cierra thank you for always helping me understand the new changes and regulations with Trumark. You are truly an asset to TruMark Credit Union! The extra stars are for you���!!!”