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PNC Bank

5.0 (4 reviews)
Closed • 11:00 am - 3:00 pm
Updated over 3 months ago

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Investment management

Mortgage services

Personal banking

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WC Moore Financial Services

WC Moore Financial Services

(1 review)

IT STARTED OUT GREAT. Bill served as my parents' financial advisor for many years, helping them…read moreplan for retirement and increasing medical needs. My parents trusted him implicitly, and he helped them earn substantial dividends. When my mother's health started failing, my brother and I met with Bill, along with my mom, to assess where she was financially and plan for her increasing needs. Bill showed us she was well provided for and there was no need for concern. He also assured us all appropriate beneficiary designations were in place, and when she did pass, managing and dividing her estate would be simple and quick. It should have been a big warning when my mother started to fail cognitively, and Bill insisted she was fine and she'd agreed to everything he suggested. My mom didn't even remember the call, and she told her caregiver she didn't know who he was. WHEN MY MOM PASSED AWAY, my brother and I tried repeatedly to set up meetings with Bill to discuss division of her assets. She left a very simple will, clearly designating that everything was to be split 50-50. Bill always gave a dissertation about how very busy he was, how he had many new clients he hadn't even scheduled yet, and how he simple didn't have time for us. He insisted he could not even split her IRA without seeing both my and my brother's complete financials. We asked again when we could come in and discuss all this, and if he could just divide the IRA into beneficiary accounts and then decide investment strategies for her remaining assets. He flatly refused to set an appointment. We discovered that beneficiaries had NOT been designated on the majority of her assets. Her financial groups sent Bill numerous letters asking when claims would be filed and when we were moving forward. Bill never even told us about these communications. We only discovered any of this when we started working with another financial advisor. When my brother finally managed to make contact 7 months after our mother's death, he (my brother) asked what had made the IRA split in particular so complicated, why that hadn't been done in a week like Bill promised. Bill outright said that since neither of us were continuing with him as our financial advisor, "why should he help" with the division. This was after promising 2 months before her death that he had an obligation to my mom, whether we continued with him or not, to see this all settled properly. Bill repeatedly spoke to me with a "don't worry your pretty little head" attitude, preferring to speak with my brother, even though I am the executor. He behaved as though he knew best about everything, and neither of our opinions or requests meant anything, or even deserved discussion. We are both so disappointed in Bill. He compromised his obligations to my parents, throwing a temper tantrum that we weren't working with him. It had been both of our intentions to do just that, but when he refused to meet or proceed with the estate settlement, we moved on. (Our current financial planner was shocked by all of this.) He made what should have been a some estate division drag on for over a year. He made it impossible to get required documentation to file both Mom's and estate taxes because her investment representatives would only work through him, despite a complete funds transfer already being accomplished. I was finally able to do this when my own financial advisor gave me the precise verbiage to use, but we had already had to file extensions for both entities. I would not recommend Bill Moore and WC Moore Financial Services to anyone, particularly women. He loudly announces that he is the best in the state and no one has ever left him before. I question everything that comes out of his mouth at this point.

PNC Bank - banks - Updated May 2026

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