Keywords: establishment,finance,insurance_agency,point_of_interest

Union Bridge Capital - Monessen (PA)

Address: 🏡 100 – B 7th St, Monessen, PA 15062
Phone : +1 (412) 465-1497
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJt0Y4AdYdNYgRg61vAMvNn3c

Others Near Monessen,PA

Three Cord True Wealth Management - Beaver
Brian Tabb: I’ve had the pleasure of working with my advisor, Vasili, at Three Cord Wealth Management, and the experience has been nothing short of exceptional. Beyond simply managing our investments, Vasili takes the time to truly understand what matters most to me and my family. Together, we mapped out a clear and realistic plan to fund my childrens future education—something that gave me real peace of mind. He’s also guided me through various life insurance options, always diving deep into the details to ensure he has full conviction in his recommendations. That level of thoroughness and integrity really stands out. What I appreciate most is how proactive he is. From scenario planning around retirement to exploring how potential business ventures could impact my long-term financial picture, Vasili doesn’t just react—he anticipates. He’s not just a financial advisor; he’s a true partner in helping me chart a secure path forward.
Gratton & Kerr Financial Group - Beaver Falls
Jessica: This is the first time weve had a financial company actually listen to us and to our needs as a family and business owners. Then gave us exactly what we needed and wanted. Along every step of the way, we were 100% comfortable and made to feel that way. They explained everything in a clear way, even our stupid questions! Gratton and Kerr goes above and beyond! I look forward to working with them for many many years to come!
OneMain Financial - Beaver Falls
C. H.: Applied for a loan and received multiple texts and emails about scheduling a "required" phone call. Over several weeks, I used the scheduling link provided to set up an appointment 5 different times. 2/5 times they called well after the appointment window when I was no longer able to take a call. The other 3 times, they failed to call at all. I also called several times to speak with the loan officer assigned to my application and was told each time that she was either unavailable, with another customer or not in that day. My initial text message stated I was "APPROVED" for the loan. But unfortunately, I never got beyond that text message since the business chose not to reach out during scheduled times or be available to actually finalize the loan. What a terrible experience that ends up being nothing more than a hard check hit to my credit report.
C & L Financial Services LLC - Beaver Falls
Edward Jones - Financial Advisor: Tyson Smith - Beaver Falls
Anton Garzanich: While Im happy with the performance of my investments with him. He does not appreciate other folks time. On three occasions I have made appointments with him only to have him not call when the appointment was supposed to be or not call at all. The last appointment I had to call a half hour past the time to have the secretary answer to hand him the phone. I know I should be happy that my retirement is getting in better shape but the lack of consideration for other folks time as a business professional is disrespectful. I referred my fiance to him several times and he has yet to call her back. Hoping he sees this and makes a change as he does good work.
Janney Montgomery Scott LLC - Beaver
Pontis Wealth Advisors of Janney Montgomery Scott - Beaver
Phyllis Gibson Elwonger: Wonderful staff. Highly recommend
Stifel - Beaver
Harper & Hodge - Beaver
Margie Ruffalo: Very professional, knowledgeable and friendly.
Fragasso Financial Advisors - Beaver