Keywords: establishment,finance,point_of_interest

Waddell & Reed, Inc. - Financial Advisors - Belle Vernon (PA)

Address: 🏡 540 Broad Ave # 3, Belle Vernon, PA 15012
Phone : +1 (724) 929-3959
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJw_L4P10cNYgRlmaVCvGGQH8

Others Near Belle Vernon,PA

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.
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Margie Ruffalo: Very professional, knowledgeable and friendly.
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April Papson: I really enjoy working with Family Wealth Management; they make it clear they are on my side to ensure I’m ready for retirement in all aspects that can possibly impact my finances. It gives me peace of mind knowing I have a good plan for retirement in place. I also love that their online tools keep me connected to my funds and know what’s going on. Financial planning can be daunting, but it doesn’t have to be when you have the knowledgeable professionals like Family Wealth Partnership in your corner.