Investing near Newtown Square, PA

30 locations found near Newtown Square
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“I must say you hav e an assistant by the name of Joyce who not only was as pleasant as anyone could be but went above and beyond to help me with my problem , we would be so blessed if there were more like her”

3.8 Good20 Reviews

“For three years BBWM has given us peace of mind and professional services. I chose them above others based on trust and specifically due to their program of layering investment vehicles together with respect to time and rolling the expiring products. They have a plan and execute appropriately. They have been professional and punctual at all times. I diligently searched for my fiduciary and found the folks that areRight for me at BBWM. It been a great relationship and journey.”

5 Superb19 Reviews

“Nice location. As it is with most places they're a bit short staffed but they've always been pleasant when I either needed specific bills (which I do wish the ATM did) or when I needed foreign currency exchange.”

4 Good14 Reviews

“I came to Thomas with a request to wire a deposit from my PNC account to London, where I will be attending school this fall. The paperwork was extremely vague and the instructions were not correct. He was amazingly persistent! Most people that I’ve run into over time would have NEVER spent the amount of time Thomas did to resolve my problem. He tried several options, made a phone call, and got my deposit to London! Thank you, Thomas!! Your actions went above and beyond my expectations!”

3.7 Good20 Reviews

“Peter is professional, efficient and thorough. Whether you are buying your first home, a vacation or an investment, he is knowledgeable and will be able to guide you through the process seamlessly. I'd recommend him to anyone.”

4.4 Superb7 Reviews

“Been banking here for a bit (through college and a year after). The people there are consummate professionals, exttemely warm and inviting and if i may say so... they're all very good looking. Great place to bank. I have been a difficult customer and always been helped so well. Bank here EU, cabrini, Nova etc. students.”

4.4 Superb7 Reviews

“If I could give 6 stars I would. I am currently finishing up the home buying process and I recently had to get a cashiers check from my PNC account to use as a deposit for my future home. I can say without a doubt every time I have gone to this PNC bank on lunch it has been wonderful.I had the pleasure of having Grace help me out and she even went above and beyond when I needed documentation for my lender and had warned me of potential security risks as well. Every single person in that PNC deserves extra praise whether it be the fast and cooperate service Ive always gotten or just how friendly they are when they ask me about how I am doing and keeping tabs on how my house hunting is currently going. Every interaction has felt very genuine, human and positive that is hard to put into words.I have had several banks, and I have also been to several PNC branches which have all been to a high standard. However, this branch in particular blows every other location out of the water. I am truly thankful for the staff and how much they do for their customers.”

3.9 Good11 Reviews

“Helpful staff. They don't print cards at this branch but they do in East Norriton and King of Prussia branch. I wasn't in a rush to get a new card but they helped me order a new card in the meantime.”

3.5 Good15 Reviews

“I was trying to cash a check today at this branch and I am not a customer here. The Policy is that I needed to have two forms of ID which I did not. The employee who assisted me took the time to call the owner of the check to make sure that everything was in order. I appreciated her effort to assist me even though I did not have everything that was required for this transaction. I believe her name was Heather and I found her be very accommodating and pleasant even though I was in "a mood" at first. I would recommend this branch to anyone wishing to have a pleasant experience with their banking needs.to”

5 Superb4 Reviews

“Very convenient location and very helpful , courteous employees. Quick service, that offers Debit card replacement. The only drawback is the parking for this bank.”

3.8 Good5 Reviews

“Been banking with this company for decades. Haven't had any issues. People have their preference, whatever financial company floats their boat, then they will choose to join whichever suits them!”

2.8 Average28 Reviews

“Second time I've had the pleasure of working with Jovonis Gore, Senior Branch Banker. Never thought I'd ever write a review for a bank, but Jo's service is so exceptional, how could I not? Professional, friendly and efficient, Jo is awesome!”

2.9 Average14 Reviews

“As a Senior and a widow I am so grateful to have found this bank. Cedric Bembry has been incredibly helpful and clear. He has guided me well through many difficult transfers and questions. Following his expert advice I am confident that I have made sound decisions for now and for the future.I always feel as though I am treated personally as well as professionally.There is rarely a wait and it is a comfortable atmosphere.”

2.7 Average29 Reviews

“I spoke with Scott today about fraudulent transactions to my account, he was able to put me at ease. Thank you very much! He was prompt and pleasant 👏👍”

2.7 Average22 Reviews

“Personally, I love this place. The people that work in the bank are nice. They help you when you have a problem with your money it’s never good and they straighten everything out and they’ll give you a bunch of run around. They’re very knowledgeable. People is a pleasure to do business with them.”

2.8 Average15 Reviews

“Great branch! Was able to get $2 bills ordered by phoning ahead, quick in-and-out, teller and security guard were both super nice and professional, even opened the door for me!”

2.8 Average12 Reviews

“As a Senior and a widow I am so grateful to have found this bank. Cedric Bembry has been incredibly helpful and clear. He has guided me well through many difficult transfers and questions. Following his expert advice I am confident that I have made sound decisions for now and for the future.I always feel as though I am treated personally as well as professionally.There is rarely a wait and it is a comfortable atmosphere.”

2.8 Average6 Reviews

“Ask for Jennifer,She has been such a great help.She showed me how I could save and pay for my sons college.We reviewed the many options PNC had to offer.I know live in Florida but when I visit Philly I stop by to see Jennifer to make sure my accounts are good.”

2.5 Average10 Reviews

“I can't list enough praises for the staff here. My cousin has autism and sometimes has difficulty communicating complex ideas to strangers so when he needed to come in to replace his debit card, it was quite a nerve-wracking process. Justin was incredibly kind, patient, informative and overall gave EXCELLENT customer service in a challenging process for us. Thank you so much for your compassion! It does not go unnoticed. My cousin left feeling happy and was rightfully proud of himself for accomplishing a new and challenging task and I couldn't be more thankful for that!”

3 Average2 Reviews

“Leon who works here is the reason for a high score of 4 stars. He offers excellent customer service always helpful with a smile. The other teammates are better than the past years but still have a way to go. The lobby is generally clean and clutter free. This location downside? there's always something going on with the atm. Either it's rebooting or no money etc. today it's armed deposits or withdraw??”

1 Poor3 Reviews

“I know of Vanguard through a former employer of mine... a very well-known, well-reputed investment management firm based in Boston. And.... Vanguard was always spoken of, and considered, the best of the best. My employer provided retirement accounts for all of their employees (i.e., for me) and we were able to select the Vanguard funds where we wanted our retirement monies to be invested.It's now a full thirty years later, and my money has more or less sat there, and grown quite nicely, in my various Vanguard funds.However, sadly, I have noticed that their customer service line has deteriorated. In a nutshell, it seems they have OUTSOURCED their customer service. You no longer get reps in the U.S., and who always seemed like they were IN THE BUSINESS of investing money....reps who seemed to know a thing or two. Instead, we now get an endless phone tree of buttons to push.... are repeatedly asked to enter the same information over and over...we finally have to 'play games' with the system in order to get a rep... when you DO get a rep, it's clear they are not based in the U.S. Then you are told you need to speak with a different department...you are transferred....put on hold... asked all the same 'security questions' all over again (and even in instances where you aren't looking for any private or personal information on your account, but simply want help NAVIGATING THEIR WEBSITE). Speaking of which....whatever happened to the voiceprints that many of us recorded, of 'At Vanguard, my voice is my password'?? ...which was supposedly specifically set up, so that we'd not have to jump through all these ridiculous 'security hoops'?? We no longer seem to receive that prompt, anymore, when we call Vanguard...It's sad, that even with a company at the level of Vanguard, that customer service is DEAD. And I'm sick and tired of endless, waste-of-my-precious-time questions that are supposedly 'for your security', even when, as mentioned, I am often not trying to get any PERSONAL details on my account. I mean, you can't even ask a GENERAL QUESTION anymore without first going through an inquisition!Jack Bogle must be rolling in his grave.”

1.4 Poor115 Reviews

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