Wealth Financial Services - Jenkintown (PA)

Sarah Slater Working with the Speakman Financial Team feels like working with family. Theyre trustworthy, very professional and knowledgeable, and realistic when it comes to your finances. Even for those who may not be very financially savvy, they do an excellent job of simplifying terms and checking in often to make sure you understand whats happening with your money. I would highly recommend the Speakman Financial Group!

Chrystal Miller Update: They still have wonderful customer service and work hard to see how they can help you! This is the 4th year Ive dealt with them now, and I will continue to deal with them. The customer service is great! They make you feel comfortable and they are kind. I have dealt with Melissa and Tiffany. They see what would be the best deal for you you. Thank you!

Jeffrey Bundy Where is this place around me

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.