Keywords: Financial merit financial advisors wa 99201

Merit Financial Advisors - Spokane (WA)

Address: 🏡 111 S Post St #2260, Spokane, WA 99201, USA
Phone : +1
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJx8UkOm8YnlQR33SxSjlQm6Q
#Washington

Banner Bank - Pasco

Wendi G I think the small crew at Banner Bank do a good job despite the long lines due to the restrictions they have to implement. I am always greeted kindly and am impressed with their multi-language capabilities. I think they are doing the best they can.
5 /5

Sabrina Zapata - Walla Walla

Leah Hamby My experience with Mrs. Zapata has been excellent and I highly recommend her services. She has consistently performed my financial documents accurately and without error. I don’t know a lot about legal financial laws, and I definitely don’t have time to look them up. When it comes to getting my documentation to the IRS, I need a professional I can trust. I have worked with her for well over 10 years and I’m always met with her great positive energy. If you’re looking for someone easy to understand reliable and accurate, She’s your lady!
5 /5

Vargas & Associates PS - Walla Walla

Roger and Julia Russell Great front office, all available, very relaxed atmosphere but very knowledgeable. We were in business for many years in another area. I am thankful to have them as our accountant firm.
5 /5

Bank of America Financial Center - Everett

Gazelle Williams I have never experienced a long wait. However, during a recent visit to change my PIN, the representative mispronounced my name upon introduction and continuedto mispronouncedmy name. Despite providing identification and a debit card associated with a substantial account balance, the representative inquired about my occupation and expressed surprise at my response. The representative then proceeded to offer unsolicited financial advice, recommending a Certificate of Deposit and investment consultation. I declined these suggestions, explaining that I already work with a financial advisor. Further inquiries included my credit card provider, which I identified as a Credit Union. Despite my evident frustration, the representative persisted. I then stated my age and asserted my financial management capabilities. The representative then asked about my phone number and email, despite having previously used them for communication. When asked why she needed this information, the representative requested a positive rating on a customer satisfaction survey. I declined to provide a positive rating, citing the representatives inability to fulfill a simple request and her apparent lack of attentiveness. I will be going to the Marysville Bank of America in the future. I will wait in line.
2 /5

Lee Financial Services - Spokane

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.
5 /5