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Cornerstone Financial Strategies - Ameriprise Financial Services, LLC - Tacoma (WA)

Address: 🏡 505 Broadway UNIT 400, Tacoma, WA 98402, USA
Phone : +1 (253) 756-2003
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJCSLYfNVVkFQRZPss-O8girI
#Washington

Leanne CFP - Spokane

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.
5 /5
first interstate bank wa 98823

First Interstate Bank - Ephrata

Cheryl Forsman These lady are very helpful and enjoyable to do business with. Moving from Mtn. Home, Idaho and spoiled at that branch Robie took very good care of us. They gal do to. Thank you.
5 /5

Dillard Al - Puyallup

Meridith Vise I like the wide produce bins.
5 /5

Edward Jones - Financial Advisor: Jeffery C Pleet, ChFC®|CLU® - Oak Harbor

John Ginn Jeffrey and Abby are great partners. Personal, proactive and incredibly responsive, they provide superior financial services to all their clients, and a solid anchor for long term planning.
5 /5

Bormann Wealth Management, LLC - Spokane

Melanie Meng Xue Talking with Nick helped clarify my finances. He shared a lot of useful information. While it turned out now wasn’t quite the right time for me to hire his services, it was a good experience and I recommend him. No pressure, which I appreciated. May come back in the future.
5 /5

Armada Corp. - Moses Lake

Ken Johnson The Moses like office is the best. Very pleasant and enjoyable people to work with willing to go the extra mile. To help get matters resolved.
5 /5

Morgan Stanley Financial Advisors - Spokane

Marie Need to learn customer service skills....
1 /5

Banner Bank - Friday Harbor

Madden Market These ladies made opening a new business account easy and fun! Authentic and knowledgeable, they helped me understand the differences between personal and business checking. They were so encouraging and happy for me! Thanks Megan and Terica!
5 /5