Keywords: Financial altmeyer financial group wa

Altmeyer Financial Group - Spokane (WA)

Address: 🏡 The Davenport Tower, 111 S Post St Suite 2240, Spokane, WA 99201, USA
Phone : +1 (509) 455-7888
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJN-cwzakYnlQRktgDHzsMd8A
#Washington

The Petricic & Phillips Financial Group - Bellevue

Kasey McKillip I had a great experience with The Petricic and Phillips financial group. They were very knowledgeable and helpful in guiding me through my financial planning. They were able to answer all of my questions and provide me with a clear plan for my future. I felt like they really listened to my concerns and tailored their advice to my specific situation. Overall, I would definitely recommend Petricic and Phillips financial to anyone looking for financial guidance.
5 /5

ACU Financial Services - Lakewood

Sincere EBK Easy, Nice customer service, good bank well organized and no problems ever
5 /5

Gesa Credit Union - Pasco

Nyree Shannon Great loan officer and great service!
5 /5

Commencement Financial Planning, LLC - Lakewood

Rhonda Brau I have been with Troy for a year now thanks to my son seeking out a fiduciary and fee-only advisor. I live out of state so was reluctant to switch but found Troy to be up to date with my state’s laws. During our initial meeting Troy reviewed my portfolio and with much review and discussion over the following months, we are putting together a portfolio that I am comfortable with. Being in retirement, there is much to consider and know I am getting sound advice. Troy is very knowledgeable, honest, reliable, detail orientated and caring financial planner. I highly recommend Troy!
5 /5

Edward Jones - Financial Advisor: Shelley Kennedy, CFP® - Richland

Marisue Harves This particular Edward Jones office is the tops! They have your back and help you navigate through your financial needs! They are always there for you. I strongly recommend this Edward Jones office!
5 /5

Nuvision Credit Union - Kent

Tyler Partain I will start by saying, Anna M. (Relationship Manager) in the Kent, WA Branch is the reason this is a 5 star review. My experience with Nuvision wasnt the best initially. Im a fairly independent person and low-demand customer. I was financed by NuVision for an auto loan and made my payments on time. However, one month I decided to use the "Skip-a-pay" service which required me to pay a $30 fee to skip a months payment due to some finacial hardship at the time. This worked fine but apparently, I was $5 short in one of my accounts at the time and this caused my account to be negative. I will be honest, I had no idea because I used this account solely to pay my auto loan each month and only found out about it when I could no longer login to my account to move my payment the next month to pay the loan. NuVision locked my account over $5 and made the entire experience with the company overly-complicated over something so small. I could no longer make payments online in the portal, I had to essentially wait every month for an email saying Nuvision was trying to contact me to then click a link to make a manual ez-pay payment using my routing and acc # each month. Eventually this went to some sort of collections, again, silly. The collection agency offered to take my debit card over the phone to pay off the balance. Easily done and wiped. However, Nuvision made the entire process difficult to pay this fee and I was told numerous times my only option was to drive to Kent WA (From Lake Stevens) to make a $5 payment because they would not accept Zelle or any type of card payment. Im a busy person, I dont have time to drive a few hours there and back for something so small. Long story short, this process went on for over a year of manual payments as they would not unlock my account despite paying off their overcharged fee. I asked numerous times and it always needed "Approval" and I never heard anything again. It wasnt until I was ready to sell my car to a private seller that a rep put me on hold and actually unlocked my account, after a year! I can understand doing that for something over $100 or so, but $5 is rather comical to take such extreme measures and limit your customer to making payments. It almost felt predatory at the time to try to get me to default on my loan by missing a payment. Fast forward to the part where I mentioned I was selling my car to a private party. I had the absolute pleasure of working with Anna Meiler from the Kent WA branch who definitely made me do a double-take to make sure I was working with the right bank. My past interactions were not as maticulous or cared for. I had a unique situation, I moved from WA to FL and I had a buyer from WA interested in buying my car. The buyer was skpetical to avoid fraud which is understandable. Anna was able to work both the buyer and myself to ensure a smooth transaction. She went well above and beyond and was an absolute joy to work with. She made herself available and was always happy to help and answer any questions. I have a feeling that if NuVision filled their staff with like-minded individuals, the overall experience would rival some of the big names in the banking industry. I have had many banks in the past and Its really hard to find interactions and people within the companies who care, but when you do find one it becomes very obvious that its a rare occurence and its noticable right away. Without Anna in this situation, I would have rated Nuvision 2/5 and I think thats generous. With Anna, 5/5. She was enough to change my perspective and have hope for this Credit Union. Thank you for the help, thank you for allowing me to be a member and I wish a bright future of growth to both NuVision and Anna. Cheers
5 /5

Fish - Longview

Theresa Willard They have always gone above and beyond. The people are so awesome, and love to laugh. Ive never been made to feel ashamed. Thank you so much, God bless you all.
5 /5

Anderson & Anderson Advisory - Longview

Dave Stroud Been in to talk to John a couple of times and he is very easy to talk to and genuinely cares about helping. I would highly reccomend that if anybody needs financial consulting to go to Anderson and Anderson. 5 stars.
5 /5

HDI Financial Services - Puyallup

Mark McCurry John was so knowledgeable. He was able to finance my whole fleet. He was even helpful in providing great key solutions for my fleet. Without the help of HDI service I would not be in business in Washington. I highly recommend him
5 /5
wells fargo bank wa 98926

Wells Fargo Bank - Ellensburg

Mara Jacroux Sandra was helpful and very pleasant. I needed to update my address after a doctor appointment. It was in the 90s for temps outside. Yes, we can be irritable as humans when we wait in lines, but she was smiling and ready to help. Remember that bank tellers aren’t quick ATM machines, they are humans that make sure there are no errors to your account so try be understanding when possible when we have to wait our turns for service. Thanks again Sandra!
5 /5