Philadelphia, PA Financial Planner

( 41 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

1841 E Allegheny Ave Philadelphia, PA 19134
Genesis Solis

Super delighted with the attention, from the moment I entered, Mr. Leo received me very kindly, I did not have to wait AT ALL to be attended to, and on the other hand, Mi ... more

( 55 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

6425 Rising Sun Ave Philadelphia, PA 19111
Kadjatou Barry

Mr Joel, he’s gentle, attentive and kind.

( 41 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

3745 Aramingo Ave Philadelphia, PA 19137
Prem Bhandari

Very helpful employees l like to go this location

( 44 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

1600 N Broad St, STE 11 Philadelphia, PA 19121
Dorothy Phillips

Fast friendly service

( 64 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

2118 Cottman Ave, SPC 6 Philadelphia, PA 19149
Pr Mauro De Freitas

Falta de atendentes

( 59 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

932 Chestnut St Philadelphia, PA 19107
Jo-Ann Cooper

I just spent time with the wonderful Bin Wu and manager Maria Gallo sorting out issues for my new checking account and debit card. I'd had trouble from home and Bin was ... more

( 43 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

3925 Walnut St , STE 131 Philadelphia, PA 19104
dr troy turner

Live whatever lifestyle you want but when Manager ? Mr John gets contemptuous with a customer because his present answers are deemed inadequate his prissiness is neither ... more

( 85 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

4610 City Ave Philadelphia, PA 19131
Vincent White

Great service

( 11 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

8601 Germantown Ave Philadelphia, PA 19118
RAAFAT Alhayek

"Thank you so much to Iulia Mihordea for her warm welcome and assistance in opening my account at Bank of America. Her morning smile and caring demeanor made my day ... more

( 175 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

9501 Bustleton Ave Philadelphia, PA 19115
kamaster1011

I don't even know where to start lol, but my biggest complaint is how is that you say you open at 9AM, But customers cant come in til 10:30AM It's a huge inconvenience fo ... more

( 48 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Planner, Financial Consultant

2330 W Oregon Ave Philadelphia, PA 19145
Mike Rossi

This place is the worst. I only go here when its convenient because its near Home Depot. This is the last time I try. Its never easy, this is the third time Ive just l ... more

( 36 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

2439 Welsh Rd Philadelphia, PA 19114
Killiom Pontes

Unfortunately the company I work for needs to make deposit at BOA daily and bank of america ranks the highest score in customer service slowness!!!!

( 23 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

1501 Locust St Philadelphia, PA 19102
abraham santos

they blocked all of my accoiunts and closed my credit card account just because I did noit repond to a email to confirm my address of over 10 years , this was such a scar ... more

( 19 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

920 South St Philadelphia, PA 19147
Leonard

Convenient and clean. Close to Whole Foods to check your account balance before you blow all your money on delicious food haha.

( 38 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

1600 JFK Blvd Philadelphia, PA 19103
Ethan Rodriguez-Torrent

Came in for a name update/correction... What a weird experience. Dim lighting, no staff visible, totally silent except for someone in a back office talking to a client on ... more

( 29 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

1818 Market St Philadelphia, PA 19103
Megan W

ATMs were a little annoy but otherwise fine

( 29 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

1950 S Columbus Blvd Philadelphia, PA 19148
Jason B.

Terrible customer service, will get as far away from this branch as possible. Been coming here for years but today was the tipping point. Treated me with the outmost disr ... more

( 15 Reviews )
Bank of America Logo

Bank of America

Bank, Financial Consultant, Financial Planner

423 E Girard Ave Philadelphia, PA 19125
B Doc

THE WORST!!! the branch has been closed but the 24hr ATM has been open. for at least a month the ATM has not accepted deposits or has been out of order all together! the ... more

( 48 Reviews )
Tristate Financial Advisors Logo

Tristate Financial Advisors

Financial Planner

100 S Broad Street, Suite 1801 Philadelphia, Pennsylvania 19110
Brandon Haydt

I met with Cait and she was very professional and easy to talk to! She was more than willing to answer any questions or concerns I had. She has really helped me out with ... more

( 4 Reviews )
Ayesha Selden - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Ayesha Selden - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

100 N 18th St, Ste 750 Philadelphia, Pennsylvania 19103
( 1 Reviews )
Direct Payment Services Logo

Direct Payment Services

Financial Planner

3751 Island Ave 202C Philadelphia, PA 19153
Thanh Tran

I was recommended by a friend to DPS. Have been using them for over 6 months. Their support for the salon POS is great, always available after my shop closed hours which ... more

( 1 Reviews )
Christopher Steinhauer - RBC Wealth Management Financial Advisor Logo

Christopher Steinhauer - RBC Wealth Management Financial Advisor

Financial Planner

1 Logan Square Philadelphia, Pennsylvania 19103
Sharon Squire-Stewart

I have been a client of Chris Steinhauer since 2011. Chris is a consummate professional and very knowlegable in the arena of wealth management. He has truly been a lifeli ... more

( 1 Reviews )
Edward Jones - Financial Advisor: Jason R Salmon, CFP® Logo

Edward Jones - Financial Advisor: Jason R Salmon, CFP®

Financial Consultant, Finance Broker, Financial Audit

601 Walnut St Suite 410W, Suite 410W Philadelphia, PA 19106
Jason Harris

As a person somewhat apprehensive about discussing my personal finances, Anthony L. Cox made my experience both educational and comfortable. He was both personable and pa ... more

( 8 Reviews )
Guidance Group Logo

Guidance Group

Financial Planner

2248 Christian Street Philadelphia, Pennsylvania 19146
Chris Holzwarth

zack wischnia was great and very good at telling us what to chose for our coverage !

( 1 Reviews )
Evan Potash - TIAA Wealth Management Advisor Logo

Evan Potash - TIAA Wealth Management Advisor

Financial Planner

1835 Market Street, Suite 1600 Philadelphia, Pennsylvania 19103
( 15 Reviews )
Zenith Wealth Partners Logo

Zenith Wealth Partners

Financial Planner

2400 Market St #216 Philadelphia, PA 19103
Maddy Booth

A great team all around, though Partheev Shah really stands out with his attention to service, detail, and organizational needs. Jason Ray is a great leader and we're luc ... more

( 3 Reviews )
TIAA Financial Services Logo

TIAA Financial Services

Financial Planner

1835 Market Street, Suite 1600 Philadelphia, Pennsylvania 19103
Dorothy S

After looking into several advisor platforms, I appreciate TIAA's personalized service with a dedicated financial advisors, as well as very low fees on their funds, which ... more

( 0 Reviews )
Brian Hillsberg Logo

Brian Hillsberg

Financial Planner

330 Oregon Avenue Philadelphia, Pennsylvania 19148
( 0 Reviews )
Armanino LLP - Philadelphia Logo

Armanino LLP - Philadelphia

Certified Public Accountant, Business To Business Service, Financial Planner

1600 Market St Philadelphia, PA 19103
( 0 Reviews )
Michael Haas Logo

Michael Haas

Financial Planner

1835 Market St Philadelphia, Pennsylvania 19103
( 0 Reviews )
Myriah Farrare Logo

Myriah Farrare

Financial Planner

1835 Market St Philadelphia, Pennsylvania 19103
( 1 Reviews )
PNC Private Bank Logo

PNC Private Bank

Financial Planner

1600 Market St Philadelphia, Pennsylvania 19103
Luis Orlando Rodríguez Rodríguez

The worst banking experience I have ever had. This guys are disgusting people trying “to serve” people? I doubt it!!! BBVA customers prepare yourself for this poor ba ... more

( 45 Reviews )
Capital Keep Insurance - T Auto Tags Logo

Capital Keep Insurance - T Auto Tags

Insurance Agency, Business Broker, Commercial Agent

842 Red Lion Rd Unit #7 Philadelphia, PA 19115
Erekle Robaqidze

didi madloba mariam

( 28 Reviews )
Hajidra Sofia Logo

Hajidra Sofia

Financial Planner

8600 Germantown Avenue Philadelphia, Pennsylvania 19118
Joe C

I don't know about this particular location (only had bad experience with the then Asst. Mgr. there once by phone/email earlier this year), but their Online Banking cause ... more

( 0 Reviews )
Voya Financial Advisors Logo

Voya Financial Advisors

Financial Planner

1800 John F Kennedy Blvd #300 Philadelphia, PA 19103
( 0 Reviews )
Marc Pacella - RBC Wealth Management Financial Advisor Logo

Marc Pacella - RBC Wealth Management Financial Advisor

Financial Planner, Financial Consultant, Investment Service

1 Logan Square Philadelphia, Pennsylvania 19103
( 0 Reviews )
Mark J. Katelhon - Lincoln Financial Securities Logo

Mark J. Katelhon - Lincoln Financial Securities

Financial Planner

714 N 7th Street Philadelphia, Pennsylvania 19123
( 0 Reviews )
Eric Peterson - RBC Wealth Management Financial Advisor Logo

Eric Peterson - RBC Wealth Management Financial Advisor

Financial Planner

1 Logan Square Philadelphia, Pennsylvania 19103
( 0 Reviews )
Jordan Bastien - RBC Wealth Management Financial Advisor Logo

Jordan Bastien - RBC Wealth Management Financial Advisor

Financial Planner

1 Logan Square Philadelphia, Pennsylvania 19103
( 0 Reviews )
Christopher R. VanDusen - RBC Wealth Management Financial Advisor Logo

Christopher R. VanDusen - RBC Wealth Management Financial Advisor

Financial Planner

1 Logan Square Philadelphia, Pennsylvania 19103
( 0 Reviews )
Timothy H. Valente - RBC Wealth Management Financial Advisor Logo

Timothy H. Valente - RBC Wealth Management Financial Advisor

Financial Planner

1 Logan Square Philadelphia, Pennsylvania 19103
( 35 Reviews )
Fernando Suarez Business Advisors Logo

Fernando Suarez Business Advisors

Tax Preparation Service, Bookkeeping Service, Financial Planner

5553 Rising Sun Ave Philadelphia, PA 19120
Diana Osma Garcia

(Translated by Google) Some time ago this company was recommended to me to do my taxes. I was looking for a professional place and to be advised with my taxes. I gave the ... more

( 27 Reviews )
Liberty One Wealth Advisors Logo

Liberty One Wealth Advisors

Financial Planner

2001 Market St #2500 Philadelphia, PA 19103
Michael Alfieris

Great group of people dedicated to their clients! Always quick to respond and bringing new ideas to the table to discuss. Everything you want in a financial advisor

( 16 Reviews )
Activate Wealth Logo

Activate Wealth

Financial Planner

2400 Market St No. 200 Philadelphia, PA 19103
Brian Allen

Taylor has been a great investment advisor and I highly recommend working with him. My husband and I were previously with an advisor who only cared about the money that w ... more

( 9 Reviews )
Rassler Financial Logo

Rassler Financial

Financial Planner

230 S Broad St 17th floor Philadelphia, PA 19102
Laura Webster

Weve been with Rassler Financial for many years. We always receive great advice, theyre very responsive, and the best feature is that they care. Simply put THEY ARE THE B ... more

( 21 Reviews )
Woodwee Financial Services Logo

Woodwee Financial Services

Tax Preparation Service, Accountant, Financial Planner

In the plaza, 3901 Conshohocken Ave Philadelphia, PA 19131
Russell Woodson Jr.

My appointment with WoodWee Financial went great!! They are so professional and will break it all down for you. My appointment was with Lovisa. Shes been in the business ... more

( 0 Reviews )
Terry Jue - Financial Advisor, Ameriprise Financial Services, LLC Logo

Terry Jue - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

100 N 18th St, Ste 750 Philadelphia, Pennsylvania 19103
( 0 Reviews )
David Sacker - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

David Sacker - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

100 N 18th St, Ste 750 Philadelphia, Pennsylvania 19103
( 0 Reviews )
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

100 N 18th St, Ste 750 Philadelphia, Pennsylvania 19103
( 0 Reviews )
Christy H Neill - Financial Advisor, Ameriprise Financial Services, LLC Logo

Christy H Neill - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

254 E Girard Ave, Ste 1 Philadelphia, Pennsylvania 19125
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