I have been using Trinity Wealth Management headed by J. Charles Mann for over nine years. Trinity…read moreWealth Management style is a customized plan to match your particular needs and risk level. He carefully reviews your assets, plans, and goals. I have used Charles Schwab and Merrill Lynch before and felt their priority was their own self-interest and not the client. I have never felt that way with Trinity Wealth Management. Their team of experienced professionals guide you through the process so you are comfortable with their strategy and the plan fits your goals. You have timely personal in office reviews and robust online tools so you can monitor progress and your objectives. So if you are tired of being an unappreciated client, or need a professional review, or want a local firm that will care about you, Trinity Wealth Management is the firm for you. You will be very pleased with their approach of developing and implementing wealth management strategies and creating a unique vision for you. You can feel confident and secure your financial goals are being monitored so you can pursue the areas of your life that bring meaning and purpose. I have no hesitations about giving them a full recommendation and I'm confident your experience will be a positive one. Please give them a call for a free consultation. Bruce Bittenbender

From the owner: At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to…read morepursue the areas of your life that bring meaning and purpose. We help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

This PNC Bank statewide, is a subpar when it comes to customer service. Don't even think of opening…read moreup an account, either personal, business or investment . Take your $$$ to another reputable, good customer service communications. There are no many people that comes in, in this bank. Check TrustPilot, Bank-rate, Yelp, google sites for very recent bad reviews about this traditional bank, on how these incompetent employees treat customer's accounts. This bank does not value customers time. You will regret it! This bank should be rated far! and far! BELOW zero as I call it a subpar bank. What is another word far below subpar?

I just had a taste of PNC's horrible customer service at the branch on Route 30 in Paoli,…read morePennsylvania. I needed a document notarized and PNC offers notary services to its customers (or so I thought). I arrived and Angela at the front desk seemed panicky when I told her why I was there. The notary wouldn't answer her so Angela asked to see the seven page document. She asked me to take a seat. Someone came in while I was waiting, announced she had an appointment, and was led directly into the notary's office. If I had been taken when I arrived, I would have been done before the gal with appointment arrived. Minutes later, a guy in a suit shows up asking to see the document. He somehow communicated with the notary (even though I could see her through the glass office and she never once used the phone or computer), and he told me that Pennsylvania law permits notaries to refuse service. He told me that the notary refuses because she doesn't feel "comfortable" notarizing financial documents! (Remember this was a bank, a bank which offers notary services to its customers). A couple miles away, the notary at my credit union notarized the document with no reservation. Do better PNC!

Once they get your 403b contributions they are incommunicado. Had me in a high fee / low…read moreperformance Money by Design program. Over 5 yrs underperformed the S&P by 18%. They ghost you when you want to move your money. Look at other options for your 403b, do research and stay away from this company.

Whether you are dealing with the CEO and founder Ed or any of the staff below him I wouldn't expect…read moreanything to be done in a timely manner or with any dignity, clarity, or ounce or respect. On the other hand if you would like to be cursed at, laughed at, and have your issues ignored then this is the company for you. That seems to be the way Ed Morgalis, Jeff Miller, Jeff Miller Jr, and Joy operate. I have never as a consumer been treated so horribly or had such rude nasty things said to me by an employee of a company that the two Jeff's said to me. I can't even type the things that were said here because google would flag this review immediately. And I have never had a CEO of a company ever show little concern in the behavior of his employees or the situation at hand. I personally would not want a company that doesn't show concern with problems like this to handle my finances or advise me on how to handle them if they can't even handle their own business matters efficiently or effectively. On the other hand Jackie Rudolph was an absolute peach to speak with. Maybe the others could learn a thing or two from her if and when they finally address this situation within the company.

This TD has been my home branch for many years. I've always had a pleasant experience at this bank…read more All the tellers and employees have been so kind to me and my family. That's why I was completely taken by surprise with the disrespectful attitude of a female teller (I won't shame her by naming). She must have had a terrible day or be extremely personally sensitive because no one in service should respond in this disgraceful attitude, ugly tone of voice and hateful eyes. It did not make me feel comfortable transacting a large amount of money thru her. I mean, what the heck... I'm not looking to start my day off by being insulted. So, I left immediately. There are other TD branches.

The only reason I am writing a review of this bank is because of its ridiculously stupid location,…read moreor more precisely, the routing of traffic in and out of its parking lot. You can enter from three different directions, 252 or East Swedesford Road, but you have to exit onto East Swedesford only. If you want to return to where you came from, no matter where you came from, you can't. The ONLY way out is east on the one way road East Swedesford. What the heck? The branch is large and the employees are over the top friendly, in fact, one time I came in, I got shouted at as I was opening the door. "HOW ARE YOU TODAY, CAN I HELP YOU WITH ANYTHING???"