RBC Wealth Management Branch - Tri-Cities - Kennewick (WA)

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

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.

Erin Nielsen Im just starting my journey with Alterra Advisors...every person Ive encountered has been amazingly kind! Zach and Jack have thoroughly explained everything to me in terms I can pretty much understand... Im 68 yrs old, widow for several years and this is the first time anyone has taken the time to make sure I feel comfortable with my finances. Im feeling comfortable with my Alterra Advisors choice. I believe God put them in my life and I am thankful!

Ian Rozmiarek Great experience. Thoughtful attention to derail. Earned a lot of trust with me. Will be returning for further assistance soon. Recommended to my parents as well.

Burton Walters Mike was amazing. My wife and I did not have any retirement plans or path to a secure financial portfolio. After meeting with Mike we now feel confident in the path he has laid before us. If you’re looking for an amazing financial advisor then you have to go with Mike.

Cassandra Levering I came in and opened a checking and savings account I really felt welcomed and had all my needs met and understood easily about my accounts.i really love the bankers u have working there,they are very curious and helpful.i will definitely recommend this bank to everyone.thank u so much and I look forward to many years of banking with you!!!