Janel Kinney - Financial Advisor, Ameriprise Financial Services, LLC - Mount Vernon (WA)

Vbx Donwon75 Had no problem with them they did just fine

Martha Newbold I was very impressed with the personalized and friendly service given to the three of us by Khurshed Sharifov. He patiently walked us through the steps and even expedited the delivery process. I appreciated his follow-up call to update us on the anticipated delivery by FedEx and a follow-up email, as well. Thank you very much!

Ben Riffey I worked with Grace on refinancing my car-- I had a really great rate with WSECU to begin with, but we were able to lower it further. Both with the refi and the initial loan, everyone I worked with took the time to explain things to a first-timer. Today, I was confused by some of the paperwork I got on the refi (basically I didnt understand how the interest was presented, my bad), and despite panicking a bit, Grace very kindly explained how the structure worked when I came back in with questions. She made sure I understood it completely before processing. Very much appreciate her!! Wonderful to work with. Thank you! :)

Lorien Peterson I love the ladies at my local Heritage Bank. We live in a small community, and you definitely get that amazing Hometown feel when you bank here. You feel known, and special. Youre always greeted with a smile, and they work efficiently and quick. Its tough with COVID not being able to go inside the bank, and the girls really go as fast as they can in the drive-thru. I also love the perks that come with using my debit card, and the manager, Laura did a fantastic job helping our small business with the PPP loan last year. We couldnt be more grateful Laura, thank you. I cant rave enough about the ladies at Heritage Bank. Thank you for all your hard work, positive attitudes, and dedication to a job well done. :)

Brett Toney Had a wonderful visit to the Washington Trust Bank Financial Center / Corporate Headquarters. Just look for the tallest building downtown!

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.