LPL Financial - East Wenatchee (WA)

Dave Sattler Great guys to work with!

Laura Lee-Walrond Ive enjoyed 30 + years of excellent service, provided with heart & integrity...

Michael Green Land home financial is a great company but specifically working with Amy Waitman is the best experience. We were so happy with Amy after she helped with our original purchase we called her again to refinance when our remodel was finished. Amy is so easy to reach no matter the time or question and she does such a great job of making things easy to understand. We always know what to expect when we’re working with Amy you can’t be in better hands!

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?

Tyson Lebold Great place to get your taxes done. They make doing taxes easy and fast. They where all about getting the best for me and I would recommend Jackson Hewitt to anyone.

Kate Stone Been serving the island for years and always can do.

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Maeghan Wulf I went in to get assistance on setting up payments for my loan/creating a new checking account and I had Diana helping me out and she was extremely helpful and so sweet. Super easy to talk to and explained everything in very simple terms. Thank you Diana!