Madrona Financial & CPAs - Everett (WA)

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!

Cheryl Forsman These lady are very helpful and enjoyable to do business with. Moving from Mtn. Home, Idaho and spoiled at that branch Robie took very good care of us. They gal do to. Thank you.

pamela morrow ,they cash their own checks for free!

Susan Kim Amazing team to work with!! Dan Stober is the best!!

Roy Knox I have been with this Financial Institute since the early 1990s and after being at this office for less than 2 years the relationship was terminated and the accounts were transfer to another institution.