Patriot Financial LLC | Heavy Equipment Financing Company & Services - Exton (PA)

J Rossey They help you with all different things nice place and people

Jared Saxton From personal taxes to setting up a business entity to payroll to accounting advice and services B&R has you covered. A knowledgeable and friendly staff is always there to take care of you. 10/10 would recommend .

Stephanie Lynn Beth Genter is the best financial advisor we’ve ever had. We tried Ameriprise and Morgan Stanley first she’s so much better than the advisors we had before. Her customer service and responsiveness is fantastic. She’s blunt with us about our investments and where we’re ahead (401k) or behind (529s), and I actually understand what she’s saying to me. The other guys could not adequately explain things and weren’t really committed to advising us on things like our 401(k)s that weren’t managed by them. Beth brings a comprehensive, look-at-your-entire-portfolio approach to advising. I highly recommend her!

stodgy11 CNB Bank is one of the finest banks in our regional area. I am 55 years old and have Ive worked through many business and personal banking dealings. They are professional, innovative, and supporting of their customers. Their wide range of services, including commercial lending and investment expertise, make them the solid one-stop for all needs. I continue to recommend them at every turn.

Ericka Schwarz Only financial services company that does the right thing 100% of the time

Jack Washabaugh Very good to work with. Friendly staff. I recommend them.

Jon Allen This bank has technology issues and communication issues. Within the span of two weeks, I had my card locked due to suspicious activity, upon receiving a new card, it had issues after activation, multiple charges for the same purchase, return and refunds could not be processed, and all kinds of miscommunications between customer, branch and card services. Also my, credit card would not show any transactions, yet showing I have a balance to pay, but I cant see what was charged. I cant trust them to handle a few small issues that takes a lot of work on my part to get resolved, how can I trust them with my life savings? Closing my accounts and moving on to a trustworthy bank.