Washington Accounts & Finance - Washington (PA)

John Lettman The staff are exceptionally professional and polite. This local branch is always helpful and its a delight to work with their staff regarding any issue or transaction. I highly recommend calling or visiting the local branch first for any issues. PNC is great for creating business accounts, managing finances, and starting merchant services for approved businesses. PNC Merchant Services does, unfortunately, restrict usage of their credit card processing for 2A-related ventures. For all other businesses, Merchant Services is a very nice tool to have.

Richard Garrett II I Love Banking Here They Are The Best Employees Are Wonderful, The Staff Is Great. And I Would Recommend Anyone To This Huntington Bank In Neshannock Township And Downtown New Castle PA,

Charles Alexander Roffman Miller are financial advisors that are fiduciaries. Unlike insurance agents and stock brokers, fiduciaries must put you first. Insurance agents and stock brokers only have to provide "suitable" advice (whatever that means). They can sell you high commission products, trade frequently, etc. We have been extremely happy with Roffman Miller who have been managing our money since before I retired in 2015.

Gillian Springer I’ve been working with Capital Planning for over 16 years, and their support has been nothing short of exceptional. They first stepped in during a particularly challenging time in my life, offering not just financial guidance, but also genuine reassurance and understanding. From the beginning, our relationship has gone beyond transactions — it has been deeply relational, which gives me great confidence that my financial future is in trustworthy hands. I didn’t know exactly what to expect when we started working together, but what I’ve received has far exceeded any initial assumptions. Managing money is inherently personal and can often be anxiety-inducing, but the team at Capital Planning has consistently offered patient, kind, and thoughtful advice. They’ve truly listened to my concerns, respected my individual risk tolerance, and provided guidance that considers all aspects of my financial life. Every individual I’ve worked with at Capital Planning has exemplified professionalism and care. I’m deeply grateful for the partnership and the support they provide.

Susan Pincus Jim Embrey has always been very helpful and has answered many questions for m over the years concerning taxes having to do with my investments and other unusual things that have come up. Very pleased with the efficiency and connivence Thanks, Susan Pincus