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    Compound Advisory

    5.0 (2 reviews)
    Closed 8:00 am - 5:00 pm

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    Services - Compound Advisory

    Estate planning

    Inheritance planning

    Insurance planning

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    Investment management

    Retirement planning

    Tax planning

    Trust planning

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    1 year ago

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    1 year ago

    A great and knowledgeable company. I highly recommend them for all of your business and financial needs.

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    Heath H.

    Thanks John! its a pleasure to work with you and your family.

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    PNC Bank

    PNC Bank

    (2 reviews)

    Nice people but systemic business problems. I have a HELOC with PNC and make regular "principal…read moreonly" payments in addition to automatic monthly payments. Literally, for years I have had problems at this location with them logging these principal payments as regular P&I payments resulting in increased average daily balance (to bank's advantage) and extra trips to resolve. It got so bad a couple years ago that I made formal complaints to several consumer and regulatory entities. PNC Corporate office even offered to have me make principal deposits through them because of this Branch problems. Cause? Tellers are not properly trained, software is too complicated for them to master, or PNC does not want to solve this problem as it benefits from the error. Or, some combination of these. Things have improved significantly in the past two years, but it reoccurred this week (in spite of writing "HELOC Principal Payment" in the check memo line and verbally confirming with teller each time). Bank staff told me that this is a recurring problem. They were all understanding/professional and solved the problem, but it required I make an additional early payment for the next month, required a special trip, and used over an hour of my time. Groundhog Day at PNC. I will not do business with them again...can't execute a simple transaction on a regular basis without error.

    I had to go the V.P. level to have $27.38 returned to my account for a show that was canceled. The…read morebank REFUSED to put a provisional credit in my account while my dispute was investigated. They were obnoxious and condescending to me on the phone. The bank manager at Severna Park submitted my evidence to customer service. The performer sent me a screenshot showing were Square had removed the money from his account. PNC refused to put my money back into my account, saying they had 90 days to complete their "investigation ", and my case could not be escalated. This bank made a billion dollars in the last quarter ALONE, but it took them d*** near 3 months to return $27.38 that Square had already removed from the merchant 's account? This is unacceptable, and I advise ANY one looking for a bank to bypass PNC. They have NO respect for the so-called "little guy", and deplorable customer service practices!

    Compound Advisory - financialadvising - Updated May 2026

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