Keywords: Financial da davidson wa 98801

D.A. Davidson - Wenatchee (WA)

Address: 🏡 151 S Worthen St #201, Wenatchee, WA 98801, USA
Website: http://dadavidson.com
Phone : +1 (509) 664-9063
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJSzYgoOzMm1QR7R35v_Et87w
#Washington
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Stapp Wealth Management, PLLC - Olympia

Judah Medina Honestly would give this place a sixth star but there isnt that option. Great service all around, and also they just took care of business at a very quick rate. I myself am pleased with the company and would recommend them to friends as well as family.
5 /5

Traci Dry, Mortgage Lender - Wenatchee

Gordon Quehrn We have had the pleasure of working with Tracy Dry with two home purchases and four loans. She has even called us while on vacation to make sure the process was progressing smoothly! We have referred her to other family members and value her expertise and guidance. Pictures of the thoughtful gift and some of the remodeling completed after signing heloc loan.
5 /5

OneMain Financial - Yakima

Garcia lio “Smokeysumo12” 2020 made a call to Onemain next day I had $12,000 in my checking account. These people help me in a time of great need. Thank you Onemain for being there and Ill keep u in mind.....
5 /5

Al Moreno Jr - COUNTRY Financial Representative - Richland

Stephanie Plesha Al was incredibly knowledgeable, thoughtful and kind when we met to discuss commercial insurance. He gave me excellent advice on the coverage my business may need and won’t need. I’d recommend his services to anyone who’s looking for insurance options.
5 /5

Edgewater Wealth Management - Tacoma

Dylan Gaydosh Bailey Martin at Edgewater Wealth Management has been an absolute pleasure to work with! From our very first meeting, I felt heard and understood. Bailey took the time to thoroughly explain complex financial concepts in a way that was easy to grasp, and I never felt rushed or pressured to make decisions. What truly impressed me was Baileys genuine care and commitment to my financial well-being. They took a holistic approach, considering not just my investments but also my long-term goals and personal circumstances. The strategies and advice provided have been incredibly insightful and have given me a real sense of confidence about my financial future. Communication has been excellent – Bailey is always responsive and proactive in keeping me informed. I appreciate their attention to detail and the personalized service Ive received. I highly recommend Bailey Martin and Edgewater Wealth Management to anyone seeking knowledgeable, trustworthy, and dedicated financial guidance.
5 /5

Edward Jones - Financial Advisor: Scott Davis, AAMS® - Shelton

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.
5 /5