Investing near West Allis, WI

30 locations found near West Allis
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“Customer service is superb on top of their great services they provide. I wanted to give recognition to a young lady (did not get her name) via the phone that resolved my issue within a matter of minutes. You rock!”

3.4 Good20 Reviews

“Great service, reliable and conservative folk. LGB! Was referred to these guys from a friend, lived up to the reputation and feel in good hands with my investments.”

4.8 Superb35 Reviews

“Recently, I opened up my business account at this location with Mr. Matthew S. and Ms. Clarice. They were very personable and knowledgeable to ensure I best utilize my business account. Ms. Laverne, the loan officer helped me and answered any questions that was needed. Mr. Levy has all been very welcoming as well. This has been one of my best experiences with open up my business account. Thank you.”

4.9 Superb19 Reviews

“Went to cash a check, ended opening personal checking, savings, and business accounts here. Their customer service is next to none. Felicia is amazing, I really appreciate her readiness to help! Thanks a lot!”

5 Superb15 Reviews

“Came in to open an account and was greeted by a friendly lady at the front desk! She happily answered all my questions and I was out within 15 minutes! She made sure I had copies of all the account info and walked me through the app and online features. Very professional and knowledgeable.”

4.6 Superb20 Reviews

“Kind, courteous, helpful, professional, efficient, intuitive! From the staff, to bank managers and leaders, Town Bank was helpful in making the transition for our condo association to grow our money more effectively! Dan and Matt took the time to meet with me on several occasions to provide a snapshot and best laid out plans for our association. It was a process but they were there every step of the way to field my many questions and concerns. If they do not have an answer, they will work to research and provide the best resource to provide that answer. A small town welcoming financial institution with smart business views and support to make your financial goals happen! We appreciate that they are also associated with the Wintrust family! Thank you for supporting our association Town Bank! You guys rock!”

4.4 Superb21 Reviews

“This is the TB branch that I go out of my way to do all my business and personal banking! The Manager and all the bank tellers are courteous, professional, and provide exceptional customer service. Thanks guys! ?”

4.3 Superb20 Reviews

“Maceo was extremely helpful and went above and beyond to help me. He personally holds high standard for himself when providing customer service. I hope PNC appreciates it.”

4.3 Superb18 Reviews

“I must say thank you to both PNC Bank and especially Nassi for their prompt and very courteous service I received today. Nassi helped me set up a new beneficiary and brought to my attention that the bank has many more alternatives that I will be putting my money into. Thanks again”

3.4 Good27 Reviews

“Terra at Town Bank was incredibly helpful when setting up a new bank account. She is quick to answer any of my questions via email or phone call and she always follows up. Town Bank on Marquette’s campus is reliable, and upholds their work with great professionalism. I never wait in line, and I’m always greeted with a smile.”

5 Superb4 Reviews

“I have been banking here for several years now. I am a small business owner and often have deposits with many checks. This can take the tellers some time, which is understandable, but they are always accurate, thorough and prompt. I have also used them for notary services, loans and money orders. I have always been 100% satisfied and feel as if I receive excellent customer service.”

3.5 Good11 Reviews

“This is an excellent bank. The customer service is very prompt, efficient, and courteous. They also go to great lengths to protect the security of your accounts. I highly recommend Town Bank.”

3.6 Good9 Reviews

“I have banked at many different banks and this is by far the best bank I have ever been too! Everyone is really friendly and efficient! I have also never had to wait!”

3.1 Average12 Reviews

“have been with CapInv since 1983. Now three generation money under management. Extremely stable, and consistent performance. Could not ask for more. Exceptional care. Superb management. Superior results over time. Highly recommended for exceptional results, as well as peace of mind!”

5 Superb2 Reviews

“I recently chose this branch to assist me with an auto loan and they were fantastic! Luis was kind, helpful, and patient and made the whole process very smooth and it was by no means stressful (which I was anticipating). Cesar was great too and was a very knowledgeable manager. Really glad I got to work this this branch! They are great people! Thank you.”

2.8 Average19 Reviews

“Friendly staff helpful guidance on CD rates. Interest rates on savings and checking accounts are awful and I'm guessing its bad all around. This bank is very cool looking as its pretty new and modern. Parking was ok they are near a pick n save. It's good to see more pnc opening in the area I use them when traveling. They are 4th or 5th largest bank...I think?”

3.3 Good6 Reviews

“My 401k plans have been with Fidelity since 2001! I like the free reviews they give to ensure you are on track. I've worked with a CFP to make financial moves that fit my situation of retiring soon. Options are explained, and you can determine how you want to work with them: they advise you, they can take the lead on managing your money, etc. I like how they explained options and choices and let me decide.”

2.7 Average19 Reviews

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