PFM Swap Advisors LLC - Philadelphia (PA)

Kristen Fricke I cannot recommend Mike and the team highly enough! They really take the time to listen to your needs and determine what are the best products based on your financial goals and needs. They are very accommodating about finding a time to meet and doing what is best for their clients. They are fiduciaries, so they will always have your best interest in mind. They will show you a variety of products and recommend what they think is best given the market. I highly recommend them to anyone, we are not in the medical field and they have been a tremendous help.

Jamie Fines people for having ice on their sidewalks, when theres no salt. Smh 0/10 bad governing.

Phil Taylor Good people who have done well for me. They do the work and I reap the play.

Mike Martin This bank offers a very relaxed atmosphere. Dave L. did an excellent job in processing our mortgage in a timely and stress-free manner. Lisa H. was also very pleasant to work with in opening a checking acct. A+++

Char W I was depositing cash money into the drive thru atm when the machine malfunctioned and ate my money. I went to the branch to get this resolved and they told me that I would have to contact my bank. They would not be able to look at the tapes or balance to atm to see if there was an overage. Its PNCs crappy ATM. They should be able pull the video to see what happened and reimburse me right then and there.

Cody Regan Sound financial advice tailored to your needs! Ive been working with this company for over a decade and they are easy to contact and set up meetings with. At the meeting you and your advisor set an investment plan based on YOUR needs. You tell them your goals and they work out a strategy to get you there. This company also recently helped my parents retire and helped set them up financially so the transition was easy. I would highly recommend Equitable to anyone on their financial journey. It doesnt matter if you are just starting to invest or are transitioning into a more conservative approach as you near retirement. These guys will take care of you.