Keywords: Financial ameriprise financial wa 98684

Ameriprise Financial - Vancouver (WA)

Address: 🏡 203 SE Park Plaza Dr #110, Vancouver, WA 98684, USA
Phone : +1 (360) 883-5861
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJeZ4bRyKllVQRqp_WvXEXuu8
#Washington

Edward Jones - Financial Advisor: Elizabeth McCullough, CFP®|CEPA®|AAMS®|CRPC™|CRPS™ - Olympia

Brandon DAmore-McDougall Elizabeth is a bright lady who clearly puts the customer’s goals and well being ahead of her own. I respect her opinion as she has her mind inside the investment world. It’s comforting to actually use my time to focus on my business rather than spending time to educate myself in where my investments should be moving toward or which investments I should pull out. Because of this next level real trust and confidence in Elizabeth I can focus on my business and life.
5 /5

Wheatland Bank - Newport

Jeremy Noga I live in Spokane Valley now, but Ive had better experiences with the Newport branch when I lived up there. And since I was up in Newport anyways, I went there to open my business account. Alahnna was the one who helped me and she was amazing! Very friendly, helpful, and knowledgeable. I saw how patient she was with another customer who needed "extra" help while I was waiting for my turn. And I needed all the help I could get also lol. Love the Newport Branch and the great people there.
5 /5

Harborstone Credit Union - Kent

E. Clem Winbush Joy walked with me through the application process and shared the possible financial opportunities available. Joy made my visit seamless and pleasant. Harborstone and I have enjoyed five years of doing business well.
5 /5
columbia bank wa 98584

Columbia Bank - Shelton

Tina Moon My husband and I have banked here almost 15 years, and have had several different types of accounts. This is the absolute best bank there is. The employees go above and beyond to help their customers and truly care about them. Jennifer is an incredible person. I highly recommend this bank.
5 /5

Benefit Solutions Plus, LLC - Mount Vernon

Sherry Oliphant Dan has always been kind,considerate,and helpful. Always found the best options for us. Always took the time to research any questions we may have had. Would highly recommend him for your insurance needs!
5 /5

Edward Jones - Financial Advisor: Joseph A Kochera, CFP®|AAMS® - Silverdale

Roy Knox I have been with this Financial Institute since the early 1990s and after being at this office for less than 2 years the relationship was terminated and the accounts were transfer to another institution.
1 /5

Lower Columbia Longshoremens FCU - Longview

super six Super friendly and knowledgeable staff- always welcome you with a genuine smile and willing to assist all your banking needs. Been a member for 60 years when my longshoreman father set up my savings account when I was born. Thank you for the continued professionalism and outstanding service.
5 /5

Charles Schwab - Spokane

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!
5 /5