Epic Trust Investment Advisors LLC - Richland (WA)

WG G Migrated my in-laws over to the Republic branch of STCU (since they moved here recently) so they have could have easier access to their accounts and a friendly faces to talk to if something goes sideways. Super happy with the move, wish we did it sooner. Had an issue with a couple unwanted charges today and it was handled with courtesy, kindness, and professionalism. Sydney has given us 5 star customer service over the past few months and I feel like my in-laws are in great hands - best place to bank in Republic!

andrew perkins Ed & Tracey at Centerbridge have been a joy to work with as a small legal business startup. Highly responsive and able to answer complicated logistical questions. They have been instrumental in getting me off the ground by freeing me up to focus on what I am actually good at instead of the tax & accounting piece. When I first started they did not charge me for the first month while business was getting going. I appreciated their willingness to take a chance on me. I would recommend any one looking for a tax business with good, honest people who work for you I would strongly recommend you give Centerbridge your business.

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Lenin Zurita My experience here was Amazing! Today I became a new member and I’m glad because is very comfortable and easy signing process, everyone here friendly and polite. Thank you

Bruce Huntoon Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.

Becky Elder Jim Joseph is a great person to work with!