RBC Wealth Management Branch - Yakima - Yakima (WA)

Chelss Ssea Staff is always so friendly, accommodating and patient. Diane was extremely on it and helped me with everything I needed for opening a business account. I have had a checking account with them since 2017, and I have had no problems at all. Great Bank!

Michael Cannon Its an atm. Best teller in the branch. Doesnt talk to mich and does what I ask of it.

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

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.

Gillian Muessig Brilliant presentation on QSBS stock at Bernstein Global Wealth last week. I am always impressed with the depth of research coupked with wisdom that goes into a Bernstein event.

Ed Hensley My experience with Edward Jones has been very positive. They encouraged and supported my efforts to invest and save so that I now am enjoying a retirement that is sustainable. Thanks!

Malachi Salcido I have had the pleasure of being represented by CLA for many years, both personal and business interests. The combination of a local office with a national presence is the ideal mix of caring, real people I can work with that actually live here and significant expertise across a wide range of tax, assurance, and wealth management content areas. I recommend CLA without reservation!