RBC Wealth Management - St Marys (PA)

desertmonsoon1 Customer of this bank for 25 years. They are a descent bank. However, consistently are a nightmare to obtain a new bank card from or withdraw larger sums of money. I often need new cards as they wear quickly. Checks are very expensive.

Gary Fenstermaker Have been working with Jennifer for several years, everyone at the office are great

Aaron S Both of my wifes parents passed away in December 2020. The Second Half Coach went to extraordinary lengths to see that we received the money that was left to us. The are very professional, and came up with out of the box solutions to overcome complex will/trust issues.

Lewis Branning The team at Janney Montgomery Scott is an excellent professional team focused on you! It doesn’t get any better with the trusted relationship you will develop!

Baron Neil Very nice and helpful folks very professional I will definitely do more business and recommend others as well

Nate Belliconish Jake was thorough, attentive, and genuinely helpful. Great experience. I’d definitely recommend giving him a call!

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.