Keywords: Financial coastal pacific financial services wa

Coastal Pacific Financial Services - Yakima (WA)

Address: 🏡 3502 Summitview Ave, Yakima, WA 98902, USA
Phone : +1 (509) 840-1605
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ2y22Vkt9l1QRjyKuxCWmgIk
#Washington

Jay Sasser - RBC Wealth Management Financial Advisor - Kennewick

Randy LeMasters Mr. Sasser had invested 100% of my parents total portfolio into stocks. My parents age was an 87 year old father and an 84 year old mother. When I finally became aware of this unbalanced portfolio I asked him the question of risk. His answer was “ It all has risk”. I don’t know everything about a well-balanced portfolio but I do know a few things about balancing money risks. I had talked to my investors at Vangaurd and they were shocked. Mr. Sasser knew that my parents didn’t have much knowledge of risks they were taking. He IS NOT QUALIFIED TO BE AN FINANCIAL ADVISOR. He makes his extremely high fees by buying and selling stocks in short time frames....BEWARE. The people at Vanguard will answer any of your questions at no costs.
1 /5

Lendmark Financial Services LLC - Kennewick

Lee Williams What an amazing experience. Needed financial help and the workers here went to bat for us! They were able to get me approved for a loan and I couldnt be more thankful. Thank you to Lendmark Financial Service of Kennewick!!! You guys rock!
5 /5

Michael J Huff Inc PS - Aberdeen

Jason Johnson Awesome staff who know what theyre doing.
5 /5

STCU: Pasco Branch - Pasco

Mariela Sanchez Carolina was soo great! She helped us Refinanced our auto loan and she made the process extra smooth for us. She communicated all the changes and terms and was knowledgeable about other products we inquired about. Made everything so easy and convenient for us. We appreciate her help so much!
5 /5

Klickitat County Title Co - Goldendale

Valerie Bruce I deal with title company customer service routinely in our estate planning practice. It is always a pleasure to find a title company whos customer service department goes over and above, and thats what I found with Kellie at Klickitat County Title. I appreciated her quick and thorough response, and going the extra mile to discover some information that made my job much easier. Awesome service!
5 /5

Avier Wealth Advisors - Bellevue

Kari & Jon Foote Working with the Avier team has been such a positive experience- they’ve become more than just financial advisors to us; they’ve truly become trusted friends. They take the time to genuinely listen and understand both our personal and professional goals, whether short-term or long-term. Their advice is always thoughtful, tailored, and grounded in a deep understanding of what matters most to us. We feel supported, heard, and confident knowing they’re in our corner. Highly recommend to anyone looking for a successful team that truly cares and can be trusted.
5 /5