None of the PNC banks have coin counting machines. This is very inconvenient and would be a big…read morehelp instead of the tedious job of wrapping them all.

I have had good experiences here. Their new branch manager has really turned things around!read more

In early June 2021, my husband and I went to the Wells Fargo branch in West Chester Pike in Newtown…read moreSquare, PA for a signature authorization. The female manager who attended us was unable to meet our request for very good reasons. This was not the problem. The problem was her sarcastic and patronizing attitude. Instead of educating us on the process (we were missing needed documentation), she laughed at our request. Loudly and laughing said something like "everyone comes with such unrealistic requests", to which I responded that it was the first time for us ever to need such an authorization (concerning a death in the family of all things). We plan to move our mortgage to another bank.

Extremely poorly managed and understaffed branch. I had to wait 15 mins just to be attended to…read morejust so I could withdraw some cash. The supposed "lead teller" was incompetent and kept telling me to swipe my card even though I told her the keypad didn't work. She kept insisting that I re-swipe my card after the blue arrows start to flash. They never flashed. She didn't understand that. The teller should try to listen to their customers instead of assuming they're wrong. It was a very frustrating visit to this branch...! I would never recommend anyone to bank with these people! And another employee didn't even know how to work the drive thru intercom to talk to the waiting customers outside....

Brinker Financial has moved to 2727 West Chester Pike…read more Broomall, Pa. 19008 610-446-3500 I was referred to Brinker Financial by my Aunt many years ago and didn't realize at that time how many friends also have their investments through them. I trust Joe wholly. He gets to know the client's lifestyle and goals and shows the ways to achieve them. When it was time for me to retire we went over my funds and bucket list which was travel. He showed me how I could accomplish my dream with the best advice to travel while I still had my health. Whenever I need to make a large financial investment I call upon him for his suggestion/approval. He's proved time and time again he has my back. If anyone is looking for a firm who has experience, integrity, advise with a personal touch I recommend Brinker Financial.

From the owner: ~individual portfolio management ~advisory services ~estate planning ~tax planning ~gifting…read morestrategies ~education planning

15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

I have $7 million invested with Vanguard and was recently charged an 8-point spread on a bond --…read morecosting me $1,600. Their goodwill gesture was a $60 free trade. When I tried to escalate, I couldn't reach a single person empowered to make a decision. For a firm collecting roughly $21,000/year in fees on my account, this level of customer service is unacceptable. Fidelity and Schwab are starting to look very attractive. Think twice before trusting Vanguard with serious money.

I switched to David Monroe from another Allstate agent that I wasnt getting what I needed from…read more David os quick, super responsive, professional and intelligent. He provided everything i needed and was missing from my previous agent. That right there is good enough. But here is where this Allstate agent becomes a ROCKSTAR: when adding a new home insurance policy, the inspector went out and saw there was a tarp on the roof and essentially cancelled the policy we had just added. We were putting skylights in and it was going to rain, so the carpenter put a tarp up. He was on the roof working when the inspector was there. Still, David had to fight to correct the mistaken judgment of the inspector. He personally drove out to the house and climbed up to the roof to take pictures to prove the roof was good! Wait, it gets better. I had 10 tons of dirt and 3 tons of rock that I was personally carrying...one tiny bucket at a time to grade the yard to help prevent further flooding. When David came to take pictures, he asked why I wasnt using a wheelbarrow for the massive amount of dirt. I explained I have major health issues including spine issues and so I couldnt lift more than ten pounds max. He told me if I didnt finish the following week, he would help. I just thought he was being nice but never expected him to follow up. Sure enough, the following Friday this man called and asked what the status of the house was. I told him I had a bit left and he came that Saturday to shovel and wheel dirt for me!!....IN THE RAIN. He left when all of the dirt was finished and most of the rock. He denied payment and just left after blessing me in such a huge way I could cry. Who in the world does that?? David is beyond an incredible agent, he is a beautiful human being. Please give him your business.

From the owner: Contact my Agency to get a Quick, Personalized Insurance Quote Today! A great rate is just a call…read moreor click away. Our family has worked closely with Allstate for years to help people with their insurance needs - from homes to auto to boats and more. Our quality, service-oriented agency is not only owned and operated by a family, customers tell us we make them feel like family too. I'm proud to work with a company who's been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - that's something I'm glad to be a part of. I'm committed to helping you: Determine your immediate and long-term financial goals; Select the right products for you and your family; Understand investment products, such as mutual funds, annuities, IRA, life insurance and college savings plans; Review your insurance and financial needs as they change; Answer questions and provide ongoing service and support.

As an independent agent for 30 years , I have used them for clients for many years. They provide…read morewhite glove service to clients and will tailor make the portfolio to fit clients concerns and needs. They use the Fidelity brokerage no load platform which keeps expenses down. Having the ability to have open dialogue through conference calls with HBIR, the clients, and our office has been a real positive. It is nice to know in this day and age, that HBIR exists so the clients are not lost in the shuffle of big financial impersonal corporate America.

We called and made an appointment with James after a personal recommendation. He met once with us…read moreand took our information and ask about what we wanted to discuss/learn. We had a second meeting g where he presented our numbers back to us with areas of concerns and areas of strength. He takes time and answers questions and seems ask us questions to make sure we are understanding and on the same page. We are looking forward to learning more about how to handle our concerns in the next appointment.

While Jim is a nice guy he got me into the absolute worst annuity at nationwide. Four straight…read moreyears of that investment doing absolutely nothing. Account gets drained from my free withdrawals and quarterly payments nationwide takes. They are the only ones making money! Be warned because I made huge mistake with this advisor. don't make mistakes with hard earned pensions put into junk annuities. Look elsewhere!

I needed a certificate of insurance for a work-related event that I was organizing (on behalf of a…read morenon-US organization that didn't have insurance in the US). Eventsured was great: I got insurance instantly and the certificate of insurance worked perfectly. The price was very reasonable. Highly recommend!

we had a disappointing experience with amy hassler. She exhibited unprofessional behavior.read more