Investing near Levittown, PA

22 locations found near Levittown
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“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���!!!”

2.9 Average31 Reviews

“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.”

4.6 Superb9 Reviews

“Mike and Chris are trustworthy, helpful and always available when I have questions. I am very happy with the quality of service and I would highly recommend GWH advisors!”

5 Superb4 Reviews

“Always exceptional customer service. The entire staff is very knowledgeable and will help you with whatever your needs are. I can’t say enough about this branch.”

3.3 Good15 Reviews

“NEVER EVER CLOSE THIS LOCATION:1. Convenient off of NJ Turnpike, Rte 206, Rte 130, and 2952. This location is always organized, professional, and functional.3. Louella is super kind, professional, candid, and patient. What a superstar! She is very kind and pleasant!4. This IS the GOLD standard of customer service each and every time!”

3.4 Good9 Reviews

“I really like this bank!! I had some issues with a payment getting declined, had it approved and still had an issue, Kyle personally called the card center after I hung up to find out what was going, he called me back and we were able to fix it (all after I told him I would wait until the next day to try again!) he really went out of his way to help ?”

3.1 Average33 Reviews

“This review is for the great support I received from the Regional Management Team of PNC Bank after they learned about the lack-luster customer service demonstrated by the Morrisville PA Branch of PNC Bank. These caring individuals helped me out, and I sincerely appreciate it.It's nice to know that the PNC Bank organization really does care about its customers (however, it's important to work with the right people within PNC Bank in order for your voice to be heard).”

3.1 Average18 Reviews

“Always pleasant, know their customers and treat you accordingly - not like a stranger. Folks here are very helpful and if there's anything to complain about is that they're not open on Sunday. But that's manageable.”

3 Average26 Reviews

“Yes sometimes it can take a little longer (not always) because of short staff BUT for me, I love the warmth and willingness to help of the staff that makes me happy to work with THIS branch of PNC. Investors Bank should take lessons (left there because if staff). Thanks Whitehorse branch. Woo hoo!”

3 Average22 Reviews

“I recently attended a free workshop offered by the Eldelman Wealth Management team on Social Security and Medicare. The information was great with each team member sharing their considerable knowledge, expertise and tips that no one explains to you! In fact I found out that I was eligible to collect my deceased husband’s social security while I am still working! Called social security today who confirmed I can immediately collect and am eligible for Six months of retro pay!!!! If you have questions or are confused about your Medicare or social security call them! Thank you Glen, Cindy and the rest of the team for sharing this important information!!!!”

5 Superb1 Reviews

“We recently just moved to the area and on a recommendation from family started a new account here. Super friendly staff both bankers and tellers. The teller caught a mistake and saved us additional money.”

3 Average6 Reviews

“Every time I go the tellers are friendly and helpful and have never had any problems with them. My only bone to pick with PNC though is I wish they'd open a branch closer to or in Levittown since I either have to go to this location or the one in Morrisville which are both about a 10-15 minute drive away (depending on traffic) from where I live.”

2.8 Average34 Reviews

“"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.”

3 Average4 Reviews

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