21:5 Wealth Management - Latrobe (PA)

Rick Brocious The associates are great and explain the policies thoroughly.

Diane DenBleyker Weve been clients for quite a few years and continue to feel that we get personally service. Our financial goals are met and often go belong our expectations. I would highly recommend IAM Advisory!

Michael Chambers sr Excellent campus

Rosso Nero Its been a clown show since my mortgages were shipped to BSI, but I held my tongue. As long as I could. I got the conversion paperwork and went online to activate my account. I did so, and set up auto-pay for my first mortgage. I then tried to add the second mortgage, but couldnt. I called customer service only to be told I couldnt add my other mortgages (I have rentals) to my online account, I would have to create separate logins for each of them. I dont know what Windows95 application BSI uses to process payments, but I decided against setting up a bunch of separate accounts, and, as I would have done in 1985, filled out paperwork and mailed it to them authorizing auto pay. It turns out to be a good thing I did, because the autopay request I submitted on their website only worked twice and today I received a past due notice for funds that should have been processed automatically. So I will go ahead and mail paperwork for the final account along with a check for the past due amount.

Thomas Black People are extremely helpful and are willing to spend the extra time to explain their many services.

Tom Foor I have been involved with this group for many years. They have done a fine job with our portfolio. All of their employees are friendly, courteous, and professional. They explore every avenue to find you the best investments available.

Sam Thompson Judy at the Thorndale branch is super sweet, kind, & a pleasure to chat with as she guides you through your time there. She’s the best!

Riki tiki Tavi I was here today..Tellers are so very nice. It seems no matter which citizens bank I visit whether in White Oak, Braddock or here.It really doesnt matter as Its always a pleasure . I appreciate being treated with respect and kindness at all locations..They care about your day which is so very nice...Thank you