Cascade View Wealth Management - Ameriprise Financial Services, LLC - Tacoma (WA)

Jesse Allen James is great with planning and managing money. He really cares about his clients. I highly recommend working with James Shank and Edward Jones.

Jesse Queen Extremely knowledgeable and professional. Was incredibly patient during conversation. Would highly recommend.

Kevin Parsons Classes were okay, but no one, NO ONE answers their phones. I mean, for months, I could not get in contact with Financial Aid via phone or email. It took a complaint straight to the dean to finally get a call back. They almost screwed me out of thousands of dollars. My counselor or "student success coach" or whatever they call them, ghosted my phone calls and emails for 2 months. When I finally needed to urgently get in contact, I called the front desk and sure enough shes sitting in her cubicle and I get a phone call. Good school to get a degree, but you better pray you dont need any assistance from the offices.

Tiffany Lee Lovely shop with a great selection. I picked up the best kids books and love that they offer a lot of regional authors and artists. Nicely organized and curated selection. Even got a few things for me. Shop local!

Ronda Madlock We started a relationship with southhill puyallup, wa branch in 2019, we are always greeted by name and they all stop to chat. They even helped with bonds We were struggling with. All round awesome Ladys.

J H I started with inherited funds in a ML branch in Idaho; that branch sucked. Then I transferred all accounts to a ML branch in Federal Way; that branch was awesome. Then the Federal Way branch was merged with the Tacoma branch. (It is my understanding that almost all of the ML employees from the Federal Way branch quit shortly after the merger.) I haven’t asked much of the Tacoma branch - keep my funds where they are and make disbursements when I request. They have failed on the disbursements. The previous disbursement took far longer than it should have - they had cash on hand for several business days before they initiated a transferred to my bank - only after several of my voicemails inquiring about the status of the disbursement, and they never called back to give me any status reports. And, that disbursement was in the wrong amount: I asked for X gross and Y net after taxes; I got Y gross and Z net after taxes. The current disbursement appears to be headed in the same direction. I called and asked for a disbursement (Day 1); the following business day they sold some investments to have enough cash (Day 2); two business days to settle (Day3-4). Cash is on hand. It is now business Day 10 and still no indication of a pending transfer to my bank. I’m counting business days - not weekends or holidays. This time I’m not calling to inquire - I want to see how long they forget to do their job. And, if they aren’t doing the simple task of disbursements, what else aren’t they doing?

Stuart McCurdy Todd has been our advisor for nearly 20 years. He is knowledgeable, flexible , and professional. He advised us in a manner that’s allowed me to retire comfortably.

Jacqualyn Gronemyer The people at this branch are awesome! I have my car loans through them and whenever I have questions or concerns they get me in fast and are extremely helpful. Ive had multiple gals help me and all of them are really kind, treat me like a real person and so helpful to my needs. The feel when you walk in is a great one too.