EP Wealth Advisors - Seattle (WA)

Sanderella Get our taxes done here yearly. Very nice people!

Edith Harrison Matt, the Branch Supervisor, extended to me his professionalism and patience. He made me feel comfortable with the options that were presented to me and I was not pressured to commit to anything. He took the time to answer and clarify the many questions I had. I will recommend Qualstar CU and Matt to all my friends and family. Thank you Matt!!

Cheryl Forsman These lady are very helpful and enjoyable to do business with. Moving from Mtn. Home, Idaho and spoiled at that branch Robie took very good care of us. They gal do to. Thank you.

Anthony Perez They ruined my bullion coin, I trusted theyd know what theyre dealing with but apparently not. They must have used an electronic gold tester on it and burnt the alloy in the spot they tested, its an American eagle the most common bullion, you can tell its not 24k just by the color or is this how they test 22k also? My fault for needing a loan and trusting a pawn shop, I just want people to know that these guys have no clue what theyre doing.

Carol Hania Jason Johns has been our exceptional ANPAC insurance agent for many years. We have classic cars and travel yearly to our home in Arizona. He handles our cars, quads, car hauler, homes and an umbrella policy. We had a claim due to a hurricane and it was dealt with quickly. We would recommend Jason to anyone looking for a great insurance company.

Cody Miller Polite staff, willing to help where they can.

Earl Lewis (Earl) Very knowledgeable and approachable about investing. Great group of people!

J H I started with inherited funds in a ML branch in Idaho; that branch sucked. Then I transferred all accounts to a ML branch in Federal Way; that branch was awesome. Then the Federal Way branch was merged with the Tacoma branch. (It is my understanding that almost all of the ML employees from the Federal Way branch quit shortly after the merger.) I haven’t asked much of the Tacoma branch - keep my funds where they are and make disbursements when I request. They have failed on the disbursements. The previous disbursement took far longer than it should have - they had cash on hand for several business days before they initiated a transferred to my bank - only after several of my voicemails inquiring about the status of the disbursement, and they never called back to give me any status reports. And, that disbursement was in the wrong amount: I asked for X gross and Y net after taxes; I got Y gross and Z net after taxes. The current disbursement appears to be headed in the same direction. I called and asked for a disbursement (Day 1); the following business day they sold some investments to have enough cash (Day 2); two business days to settle (Day3-4). Cash is on hand. It is now business Day 10 and still no indication of a pending transfer to my bank. I’m counting business days - not weekends or holidays. This time I’m not calling to inquire - I want to see how long they forget to do their job. And, if they aren’t doing the simple task of disbursements, what else aren’t they doing?