L2 Wealth Management - Northwestern Mutual - Kennewick, WA - Kennewick (WA)

Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.

Chris Corvair Phone support sucks. They dont speak proper english. Told me the call center was based in New York. Lie. It is somewhere overseas. Waited on hold for 20 minutes only to be told the computer isnt working. Then had to wait on hold another 20 minutes. This place is a joke with clowns for customer service. Go to Bank Of America or Chase bank where you get real english speakers not clowns who cant pronounce english properly.

Kathy Ziehnert Very caring, informative and helpful.

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?

Jeff H Always have had friendly and efficient service. We maintain a business account. Depositing a check of couple days ago. Out of deposit slips in checkbook. My teller had a counter slip filled out while was still fumbling. And with a smile. Thanks!

Sharbi Fowler Bus drivers have wonderful, they have made it a safe and relaxing for of transportation. The new route is wonderful. Thanks guys.