Pomona Wealth Management - Kennewick (WA)

Anthony Henson What a wonderful staff, so friendly and accommodating. I’ve had nothing but the best experience the last few visits.

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.

Z- MAN Very helpful this bank is for the customers. They will extend their help anytime when they can be available.

Lee Williams What an amazing experience. Needed financial help and the workers here went to bat for us! They were able to get me approved for a loan and I couldnt be more thankful. Thank you to Lendmark Financial Service of Kennewick!!! You guys rock!

A Islas Very professional team !

Nancy Peterson I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.

Nikoneus Neverwaz The customers experience that Mike and his team provide is top notch. The communication is amazing back-and-forth. Answering any in all questions that we could have. And they kept us up-to-date on the entire process throughout without having to ask or search for the information. The care that Mike and his team show make. You feel like you are the only customer. They are working with the time and tells you how important you are to them. I would highly recommend them to anybody that needs help refinancing.

Ashley Gilbert Melissa is truly amazing to work with! This home purchase would never have been able to happen without her knowledge, expertise + fast action taking. We have worked with many different loan officers in the past + we can say without a doubt that Melissa is the best loan officer we have ever worked with. If you want to buy or to refinance anywhere in Washington- you HAVE TO use Melissa! She made this whole scary process so effortless.We are so grateful!!