Keywords: Financial kristi gruett morgan stanley wa

Kristi Gruett - Morgan Stanley - Bellingham (WA)

Address: 🏡 2200 Rimland Dr STE 105, Bellingham, WA 98226, USA
Phone : +1 (360) 788-7009
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJn_epy4KlhVQRqtWAVEDhwQk
#Washington

Numerica Credit Union - Wenatchee Branch - Wenatchee

Erik J Carlson Everyone was friendly, professional, and knowledgeable. Very nice lobby experience.
5 /5

Beacon Pointe Advisors - Seattle

Nancy Peterson I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.
5 /5

US Cash Advance - Everett

Kendrick Reichel US Cash Advance was a lifesaver with their fast payday loans when I needed immediate financial assistance. The quick approval and seamless process made them my go-to choice for prompt and reliable support in times of urgency.
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

Mechanics Bank - Marysville

Raphael Curup Been banking with since I was 16 and theyve always been nice and willing to help with a smile on their face everytime. I love them
5 /5

PacStar Financial LLC - Olympia

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!
5 /5
banner bank wa 98032

Banner Bank - Kent

Leticia Bazemore Love this branch and all the banner bank branches. I have been with this bank for almost two years with no incident. Love the fact that they are polite and very helpful. All the tellers at the bank are awesome. The bank manager is nice as well. Keep up the good work and thanks for being so personable.
5 /5