PWA Wealth Management - Greensburg (PA)

d dou Without a doubt, I plan on returning to Trispagonas Insurance for their wonderful care to detail, customer experience, and overall pleasant nature. I contacted Tom for guidance about my mother’s life insurance needs as she approaches retirement. During our fruitful conversation, he provided me with a wealth of information and insight about life insurance and her potential options. Despite the fact that I needed to provide more concrete information, Tom was extremely polite and forthcoming with his support. So much so, that I mentioned wanting new car insurance. Within the blink of an eye, Tom set me up with a better plan (saving me hundreds/year while adding features) and with my permission cancelled my current car insurance, hassle free. I could not have asked for a better experience. Also, during our initial conversation I noted that some of the many upsides of working with Tom include his strong background in multiple insurance policies and financial planning. He is also licensed in multiple states and has the knowledge background to prove it. I absolutely plan on returning to Trispagonas Insurance for more services as it can be hard to find an earnest, hard working individual such as Tom for these types of services. Thanks again Tom!

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.

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.

BMAN Been using them the last couple of years, and they are the nicest people you will ever meet. They explain everything you need to know.

Karin Keller Good food

jessica oliver Very friendly people , made it easy to get a loan and no struggle or hassle ! I give them a 5/5 and recommended them