Keywords: Financial edward jones financiai advisor wa

Edward Jones - FinanciaI Advisor - Everett (WA)

Address: 🏡 1201 SE Everett Mall Way UNIT C, Everett, WA 98208, USA
Phone : +1 (425) 353-2322
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJsX1xcNUGkFQRc5D6kT-tvs8
#Washington

Edward Jones - Financial Advisor: Nikolette E McRoberts Legg - Federal Way

Emily Tao Niko is an exceptional financial advisor. She has many years of experience with Edward Jones, and takes the time to truly understand her clients unique goals and circumstances. This ensures that every financial plan is tailored to meet your specific needs. I highly recommend working with her to achieve your financial goals.
5 /5

WFG National Title Company of Eastern Washington - Okanogan

S P Instructions were clear and we were treated kindly. Great job summarizing information and open to answering questions on the mammoth paperwork a person does not deal with oftem in their lifetime. We appreciate the warmth and support we received throughout the process.
5 /5

Edward Jones - Financial Advisor: Geoff Meno, CFP®|CEPA®|AAMS® - Seattle

Mary L Remmem We have been with Geoff Meno at Edward Jones at Fishermans Terminal Seattle for several years. I wouldnt change even though we now live in Alabama. Best decision we ever made was signing on with them.
5 /5

Kitsap Credit Union - Bremerton

JILLIANELIZABETH Turnbull great customer service award goes to the gals who work at a bank downtown and treated me like a human being even though i dont even bank with them, and was requesting a cash advance. i am interested in becoming a Kitsap Credit Union member now and thanks for the friendly and prompt service.
5 /5
cameron lee  edge home finance  prosser wa

Cameron Lee - Edge Home Finance - Prosser - Prosser

Brittany Byma I have worked with Cameron for a number of years and closed multiple transactions with him. I can honestly say he has been a rockstar in our efforts to help people purchase a home. I have used him myself for my own purchase last year and loved the fact he is very thorough and knowledgeable. He breaks down details perfectly and professionally. If there was more than 5 stars I would give more!
5 /5

Professional Service Bureau Inc - Walla Walla

Orlando Santos Mark Brewer is an amazing asset to the company. I received a call from him this evening - yes, you heard me right… I’m complimenting the debt collector! I have received numerous calls from this agency before and all the agents say is “ Is “MY NAME available?” once I reply asking what they needed… all they say is “It’s a personal matter that came across our desk, if you are MY NAME I need the last four of your social”. To which I usually (sarcastically) say that I would feel more comfortable with their name and last four of their social for a personal matter on my end before I give them mine - because you better have something better than “my name and a personal matter” before you go asking about my social. Well Mark was much more profesional and polite, he didn’t ask for my social I identified myself by name as I have never hid from debt collectors and since he called my number looking for someone by my name and I identified as such person he was able to at least tell me the company that originally held the debt - once I knew that piece of information… I knew it was legitimate and gladly gave Mark more identifying info he needed and all the details about my situation. People like Mark Brewer, that are professionals, that give respect and dignity to others, have a great attitude and show empathy towards others, do the the company they represent proud and should be valued and not taken for granted. It’s the first time ever I’ve been compelled to review and take the time to praise someone calling to ask for money, but if anyone deserved it, it was Mark.
5 /5

Nuvision Credit Union - Kent

Tyler Partain I will start by saying, Anna M. (Relationship Manager) in the Kent, WA Branch is the reason this is a 5 star review. My experience with Nuvision wasnt the best initially. Im a fairly independent person and low-demand customer. I was financed by NuVision for an auto loan and made my payments on time. However, one month I decided to use the "Skip-a-pay" service which required me to pay a $30 fee to skip a months payment due to some finacial hardship at the time. This worked fine but apparently, I was $5 short in one of my accounts at the time and this caused my account to be negative. I will be honest, I had no idea because I used this account solely to pay my auto loan each month and only found out about it when I could no longer login to my account to move my payment the next month to pay the loan. NuVision locked my account over $5 and made the entire experience with the company overly-complicated over something so small. I could no longer make payments online in the portal, I had to essentially wait every month for an email saying Nuvision was trying to contact me to then click a link to make a manual ez-pay payment using my routing and acc # each month. Eventually this went to some sort of collections, again, silly. The collection agency offered to take my debit card over the phone to pay off the balance. Easily done and wiped. However, Nuvision made the entire process difficult to pay this fee and I was told numerous times my only option was to drive to Kent WA (From Lake Stevens) to make a $5 payment because they would not accept Zelle or any type of card payment. Im a busy person, I dont have time to drive a few hours there and back for something so small. Long story short, this process went on for over a year of manual payments as they would not unlock my account despite paying off their overcharged fee. I asked numerous times and it always needed "Approval" and I never heard anything again. It wasnt until I was ready to sell my car to a private seller that a rep put me on hold and actually unlocked my account, after a year! I can understand doing that for something over $100 or so, but $5 is rather comical to take such extreme measures and limit your customer to making payments. It almost felt predatory at the time to try to get me to default on my loan by missing a payment. Fast forward to the part where I mentioned I was selling my car to a private party. I had the absolute pleasure of working with Anna Meiler from the Kent WA branch who definitely made me do a double-take to make sure I was working with the right bank. My past interactions were not as maticulous or cared for. I had a unique situation, I moved from WA to FL and I had a buyer from WA interested in buying my car. The buyer was skpetical to avoid fraud which is understandable. Anna was able to work both the buyer and myself to ensure a smooth transaction. She went well above and beyond and was an absolute joy to work with. She made herself available and was always happy to help and answer any questions. I have a feeling that if NuVision filled their staff with like-minded individuals, the overall experience would rival some of the big names in the banking industry. I have had many banks in the past and Its really hard to find interactions and people within the companies who care, but when you do find one it becomes very obvious that its a rare occurence and its noticable right away. Without Anna in this situation, I would have rated Nuvision 2/5 and I think thats generous. With Anna, 5/5. She was enough to change my perspective and have hope for this Credit Union. Thank you for the help, thank you for allowing me to be a member and I wish a bright future of growth to both NuVision and Anna. Cheers
5 /5