Edward Jones - Financial Advisor: Jeff Allen - Tacoma (WA)

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

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.

Rita DePoule I am so thankful to having found this company when I did. After I retired I was worried about how to handle all my retirement investments. John Switzer was very helpful and patient with me through the process. I just finished the annual review and Im sure is would not be in as good of a financial position if he/they werent working with me. Especially during this Covid19 experience!

Grace June I really like the way this agency is run. They are very much on top of knowing the ins and outs and complexities of situations that arise and are able to explain it in a way that anyone can understand. I’ve met Connor, Eric, Christian and some other staff, they’ve never been too busy to answer a question I have. I see a group of people doing their best to help everyone they can despite a difficult economy and time for the industry right now. I appreciate how family friendly they are as well. Thanks guys!