Merrill Lynch Financial Advisor Chad Wilcott - Kennewick (WA)

Leslie V Had to make a deposit by 5 pm. GPS said we would be there at 5:02. I called and asked if they would allow me to make the deposit, they said if I make it by 5:02. I got there at 5:01. Brad let me in and did my deposit. He was so nice and helpful. I am super grateful! Thank you Brad!

Tony Rideout Great bank and service, smooth sailing with these guys and Zack was awesome

Brittney Deines I called Monday morning to ask if they were letting people into the office cuz of all of the Coronavirus restrictions and policies and was told to go ahead and come into the office right away. When I got there the agent I spoke to on the phone was on lunch but the nice lady at the front desk was able to do everything for me and get me set up. Withing 15 to 20 minutes I left with proof of insurance in hand. She was also great about not pushing any more coverage on me than I needed or could afford to pay for and was very clear about pricing.

Kirk Ericson Five stars arent enough for Cara and Holly. I give them all the stars in the sky. Cara was our youngest sons fourth and fifth grade math teacher at Lincoln Elementary school in Olympia and he credits her for spawning his love, and competence, at math. Hes now an aeronautical engineering student at the University of Washington. Cara is an exceptional human in all matters, including being patient with this financial semi-illiterate. Ive never written a business review for any business because, you know, you never know. But with these two, I know. Holly and Cara are as dependable and reliable as a quadratic equation.

Marc B Professional, intuitive and knowledgeable. The many opportunities were explained well. You will be hard pressed to find better financial planners. In todays times knowledge is key, and planning for tomorrow is paramount.

Maggie Schwartzenberger They have helped me out when I was so desperately in need and had no one to help me. God bless everyone that works here!