Bob Kovich - Financial Advisor, Ameriprise Financial Services, LLC - Everett (WA)

michael wanjohi When l filed my business taxes for the first time John educated me on the documents l needed. He also helped me set up an online business app that has made it easier for me to account for income and all business expenses in one place.

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.

Christopher Navarro The new live stream tellers are Awesome! I deposited a check at 8am this morning. Didnt have to wait until 9am!! Love this Bank, love Ashley my teller @ the Kingston branch who helped me.

Steve S I opened a new savings and checking account. PCU did an HARD inquiry on my credit, even though I was Not applying for a loan. Most banks would have the sense to do a soft inquiry which wouldn’t count against credit ratings. Since I may be applying for a mortgage in the coming months, this would count as a strike against me in terms of inquiries. They said they can’t do anything about it.

Rocky Lancaster I have done my own trading for years although I am by no means wealthy but middle class. I researched for over 6 months many investment firms. I was skeptical to hand over the investing to someone else. I spent time interviewing each before choosing. I narrowed it down to two. A large well known firm from New York and Merriman was the hands down winner. I have found them to be very personable and family oriented and they have done me well. Their system is a well rounded approach to all aspects of your life to make it better for you.