Keywords: Financial da davidson wa 98520

D.A. Davidson - Aberdeen (WA)

Address: 🏡 110 W Market St, Aberdeen, WA 98520, USA
Phone : +1 (360) 532-8345
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJscuq2B46klQRLh1JadwrXJA
#Washington

Edward Jones - Financial Advisor - Tacoma

Liz Murphy This Edward Jones team has been more than helpful over the years. I believe they truly have worked in my best interest. I highly recommend this professional, but very caring office.
5 /5

Edward Jones - Financial Advisor: Trevor E Arnone - Clarkston

Alex B Im not shur how this business is, I called to schedule an appointment to start investing and I still have yet to receive a return call. It has been 3 weeks as of 1/20/22, I feel like they either have all the clients the need or are just not interested.
1 /5

Bank of America Financial Center - Everett

Gazelle Williams I have never experienced a long wait. However, during a recent visit to change my PIN, the representative mispronounced my name upon introduction and continuedto mispronouncedmy name. Despite providing identification and a debit card associated with a substantial account balance, the representative inquired about my occupation and expressed surprise at my response. The representative then proceeded to offer unsolicited financial advice, recommending a Certificate of Deposit and investment consultation. I declined these suggestions, explaining that I already work with a financial advisor. Further inquiries included my credit card provider, which I identified as a Credit Union. Despite my evident frustration, the representative persisted. I then stated my age and asserted my financial management capabilities. The representative then asked about my phone number and email, despite having previously used them for communication. When asked why she needed this information, the representative requested a positive rating on a customer satisfaction survey. I declined to provide a positive rating, citing the representatives inability to fulfill a simple request and her apparent lack of attentiveness. I will be going to the Marysville Bank of America in the future. I will wait in line.
2 /5

Courtney Wilkinson - COUNTRY Financial Representative - Washougal

donna evans Those of you looking for an honest and experienced insurance agent/advisor can do no better than Courtney Wilkinson. She has been my insurance agent for over 17 years and I have never bothered to do any comparisons to other insurance agents or other insurance companies because I am always more than satisfied with knowledge, recommendations, and service from both Courtney and Country Financial. I have had to make both auto and home insurance claims and I have nothing but praise for the way Courtney handled these claims in an understanding and knowledgeable manner. Courtneys assistant, Sammy, is also a great person to work with and has helped me with supreme efficiency. I could go on and on about Courtney and her office personnel but one phone call by any prospective customer will completely convince said customer that Courtney Wilkinsons Country Financial office is definitely the best place to take care of all insurance needs whether is is auto, home, life, or umbrella policies. Donna E.
5 /5