Truist - Pottstown (PA)

Michele Hess My husband is preparing to retire. This place was recommended to him. He took a vacation day and we went to a meeting with all our financial records. We were quickly told that they dont take anyone with less than a million dollars to invest. We were caught totally by surprise and felt humiliated. I believe they should let potential clients know that when they call for an appointment. It was a total waste of time.

Joan Harrold Customized financial planning by caring, knowledgeable experts. They adjust to life changes I need to make and keep me informed about all transactions. After having very negative (and condescending) experiences with another firm, I am confident in the financial decisions I make with the advice of RBC.

DB Kase Trent helped me develop a financial plan for my mom when she went into assisted living. We had no idea how to handle her money best and Trent spent time with us and my mom and explain our options. Without his help we would have been lost. He is kind, patient and very helpful.

Helen Grim Great bank ! Been with them over 20 years. Never a problem. Friendly helpful staff. . The phone directory clear and easy to follow.. left Mellon bank to come to Washington Financial and have never regretted it.. Great bank ,!!

Bernice G I was very pleased with the service. Glady is very Kind and Professional. Its my second time coming back to do my taxes with her and definitely will keep coming back.

Daniel Scott Very knowledgeable, caring and trustworthy financial adviser. If your in the market to switch advisers then you should contact Wade Williams.

Josh Putnam They love to send spam mail, its easily their favorite thing ever.