Keywords: Financial edward jones financial advisor: jessica worley wa

Edward Jones - Financial Advisor: Jessica Worley - Moses Lake (WA)

Address: 🏡 701 W Broadway Ave, Moses Lake, WA 98837, USA
Phone : +1 (509) 765-4077
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJF6In0Sg5mVQR8Pr-oNf7xPE
#Washington

evergreenDIRECT Credit Union - Olympia

Chrystee Hart Mary at the Tumwater location was so amazing. I was paying a higher interest rate on my car than I should have been because of a few things that I needed to fix. Not only did she drop my rate in a significant amount she helped me realize what can I do to make my score go even higher. She was Def 5 stars all the way and I even changed to bank there because the service is that phenomenal. If you havent looked into refinancing your loan there your missing out on the savings. [email protected] email or call her.
5 /5

CAPTRUST - Bellevue

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!
5 /5

Jay Sasser - RBC Wealth Management Financial Advisor - Kennewick

Randy LeMasters Mr. Sasser had invested 100% of my parents total portfolio into stocks. My parents age was an 87 year old father and an 84 year old mother. When I finally became aware of this unbalanced portfolio I asked him the question of risk. His answer was “ It all has risk”. I don’t know everything about a well-balanced portfolio but I do know a few things about balancing money risks. I had talked to my investors at Vangaurd and they were shocked. Mr. Sasser knew that my parents didn’t have much knowledge of risks they were taking. He IS NOT QUALIFIED TO BE AN FINANCIAL ADVISOR. He makes his extremely high fees by buying and selling stocks in short time frames....BEWARE. The people at Vanguard will answer any of your questions at no costs.
1 /5

Banner Bank - Clarkston

Anthony Henson What a wonderful staff, so friendly and accommodating. I’ve had nothing but the best experience the last few visits.
5 /5
wells fargo bank wa 98926

Wells Fargo Bank - Ellensburg

Mara Jacroux Sandra was helpful and very pleasant. I needed to update my address after a doctor appointment. It was in the 90s for temps outside. Yes, we can be irritable as humans when we wait in lines, but she was smiling and ready to help. Remember that bank tellers aren’t quick ATM machines, they are humans that make sure there are no errors to your account so try be understanding when possible when we have to wait our turns for service. Thanks again Sandra!
5 /5