RBC Wealth Management Branch - Spokane - Spokane (WA)

Jeff Garlock Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.

Kj Powers Recently new member to the bank and was transferring a car loan to them I went in and dealt with Mina she made the process simple, fast and continued to follow-up even when I left the bank! Stellar service and great follow through which is very hard to find these days highly recommend WSECU for your next bank to trust!

Matthew Knoll I had the pleasure of working with Jayden Patterson to set up my Roth RIA, and I couldn’t be more satisfied with the experience. From start to finish, Jayden was knowledgeable, patient, and incredibly helpful. He took the time to explain each step of the process in clear terms, making sure I fully understood my options and what would work best for my long-term goals. What stood out most was his attention to detail and willingness to answer every question, no matter how small. Financial planning can feel overwhelming, but Jayden made the experience smooth and stress-free. He was prompt in communication, thorough in his recommendations, and genuinely invested in helping me make informed decisions. Thanks to Jayden, I now feel much more confident about my financial future. I would highly recommend him to anyone looking for expert guidance on setting up a Roth RIA or navigating any part of their investment strategy.

Jaci West I was so nervous to do my taxes because I was self employed. But she made it soo nice and fun! 10/10 would recommend (I already have)

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!

Jason Schiffner This was my very first bank. After receiving my first pay check I drove until I found the first bank and this was it. So I opened an account. But I was always happy with them.

Andrew Young Working with Stefanie has been great! She handled my rollover like a breeze. I feel confident that my account is in good hands. I like that she takes the time to explain things and answers all my questions!