![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
C&N Wealth Management
465 North Main Street, Doylestown, Pennsylvania, United States
![C&N Wealth Management C&N Wealth Management](https://guideinua.b-cdn.net/images/logo_new/838/28477931/logo.webp)
About the C&N Wealth Management
C&N Wealth Management is a finance institution located at 465 North Main Street in Doylestown, Pennsylvania, United States. Our Doylestown office, conveniently situated outside of Philadelphia, offers expert investment management services to help strengthen your business with the right solutions. Our friendly team can assist with trusts, wills, estate planning, retirement planning, and more.
Katie Sellers, a Mortgage Loan Originator at C&N in the Doylestown Branch, brings over two decades of mortgage lending experience to her role. With a BS in Business Administration & Finance from Gwynedd Mercy University and previous experience at PNC Bank, Katie is dedicated to helping clients with residential mortgage loans to buy, build, or refinance their homes. She has achieved the prestigious President's Club multiple times for her outstanding sales and client satisfaction.
At C&N, 97% of our customers would recommend us to their family and friends. As Your Bank for a Lifetime, we strive to create lifelong relationships with our neighbors in Pennsylvania and New York. Our range of banking solutions includes checking accounts, savings accounts, mortgages, business loans, and more. We believe in making managing your finances a fulfilling and trouble-free experience, allowing you to spend more time making a life. Please note that the website linked is not operated by C&N, and we are not responsible for any content or information posted on the external site. Privacy and security policies may differ between our website and the external site.
Photos of C&N Wealth Management
465 N Main St, Doylestown, PA 18901, United States
Reviews of C&N Wealth Management
"Very personable … feels like an old time bank ,your a person not a number. The warmth that you feel from the staff is unmatched , it’s like being family.."
"Small town “friendly” bank with all the big bank fees to drive out the happy customers. Requests get ignored and go unresolved/unanswered. After the merger with Citizens & Northern, they just don’t seem to care anymore and that friendly small town bank is now a bigger small town bank trying to play big bank while still pretending to be the small town bank. When C&N was Monument bank the employees were happy and helpful and just a pleasure to talk to and bank with. I opted to bank with Monument bank despite the 9-5 hours because of the awesome customer service which was sacrificed in the merger. Either find another local real small town bank or switch to a real big bank with the real big bank customer service hours, apps, and technology to back the fees. If you are going to pay the same for services you might as well pay for the good ones."
-
William Connors - TIAA Financial Consultant
1835 Market St Suite 1600, Philadelphia, PA 19103, United States
-
Jim Dotzman - Financial Advisor, Ameriprise Financial Services, LLC
100 N 18th St Suite 750, Philadelphia, PA 19103, United States
-
Roy DeCaro - RBC Wealth Management Financial Advisor
DeCaro Eisenberg Group, 130 N 18th St 17th floor, Philadelphia, PA 19103, United States
-
Jeremy Kinnear - TIAA Financial Consultant
1835 Market St Suite 1600, Philadelphia, PA 19103, United States
-
Adam Wisniowski - Associate Financial Advisor, Ameriprise Financial Services, LLC
100 N 18th St Suite 750, Philadelphia, PA 19103, United States
-
Max Eisenberg - RBC Wealth Management Financial Advisor
DeCaro Eisenberg Group, 130 N 18th St 17th floor, Philadelphia, PA 19103, United States
-
Grace Muller - TIAA Financial Consultant
1835 Market St Suite 1600, Philadelphia, PA 19103, United States
-
Renu Rajankutty Dutta - Morgan Stanley Financial Advisor
1650 Market St 42nd Fl, Philadelphia, PA 19103, United States
-
Dale Morra - TD Wealth Financial Advisor
2014 Sproul Rd, Broomall, PA 19008, United States
-
Bobby Damron - Financial Advisor, Ameriprise Financial Services, LLC
67 Wilmington West Chester Pike, Chadds Ford, PA 19317, United States
List of businesses, places and services in Pennsylvania
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos