Keywords: Financial edward jones financial advisor: daniel evans aams® wa

Edward Jones - Financial Advisor: Daniel Evans, AAMS® - Everett (WA)

Address: 🏡 2927 Colby Ave Suite 200, Everett, WA 98201, USA
Phone : +1 (425) 258-6434
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJnVUeL_wFkFQR45M1C74vD84
#Washington

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

Primary Residential Mortgage, Inc. - Aberdeen

Debbie Wilson We started out with a rehab loan for a house. The seller backed out on us. Then we found another house. Jennifer moved heaven and Earth for us to get us financed. The sale of our home did not go smoothly. Jennifer never gave up on us. She worked three times as hard as she probably usually does, and did it with a smile. We communicated late at night, on weekends, you name it. I highly recommend PRMI and Jennifer in particular.
5 /5

Clive Financial Services Inc - Vancouver

Keith Vidal William and his team are responsive, clear, knowledgeable, reliable, and direct. All you can ask for in a tax accountant.
5 /5

Kingma CPA Firm, PC - Oak Harbor

Jed Barth We have been using Kingmas for the last 20 years and highly appreciate all their tax guidance for our personal and LLC returns.
5 /5

Ewing Russell A - Clarkston

Gerad Harris Russ is hands down the best tax guy I have ever worked with. He is honest, friendly, doesnt cut corners, and is a real straight shooter. His fees are quite a bit less than other places too. Would recommend him to anyone looking for a great accountant!
5 /5

First Fed - Port Townsend Branch - Port Townsend

Dave Grainger Excellent service, nice people with whom to deal. That person doing theater costumes must be a sore head!
5 /5