Keywords: Financial retirement strategies inc wa

Retirement Strategies, Inc. - Olympia (WA)

Address: 🏡 1441 W Bay Dr NW #201, Olympia, WA 98502, USA
Phone : +1 (206) 682-7713
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJo9qNZ2t1kVQRUOGd584aRVE
#Washington
edward jones  financial advisor: timothy u price aams®|cka® wa

Edward Jones - Financial Advisor: Timothy U Price, AAMS®|CKA® - Mount Vernon

Michael McDaniel As the trustee/owner of Ideal Rent-All we have greatly appreciated the services provided by Tim, Bonnie, and Kari for the companys Simple IRA. I fully endorse and recommend.
5 /5

Retirement Resource Center LLC - Olympia

Alexandra Asbury Aric and Marty are extremely knowledgeable and compassionate about helping others with their retirement planning. They helped me secure my investment accounts so that I can rest easy knowing that I will be able to have enough retirement resources for a safe and comfortable retirement. Their information dinner presentations were informative, concise and professional. Thank you for being so generous and supportive!
5 /5

Columbia Bank - Chehalis

Kathy Challender Great customer service. Very professional people who are willing to help you with your needs. I highly recommend this bank!
5 /5

Jay Sasser - RBC Wealth Management Financial Advisor - Kennewick

Randy LeMasters Mr. Sasser had invested 100% of my parents total portfolio into stocks. My parents age was an 87 year old father and an 84 year old mother. When I finally became aware of this unbalanced portfolio I asked him the question of risk. His answer was “ It all has risk”. I don’t know everything about a well-balanced portfolio but I do know a few things about balancing money risks. I had talked to my investors at Vangaurd and they were shocked. Mr. Sasser knew that my parents didn’t have much knowledge of risks they were taking. He IS NOT QUALIFIED TO BE AN FINANCIAL ADVISOR. He makes his extremely high fees by buying and selling stocks in short time frames....BEWARE. The people at Vanguard will answer any of your questions at no costs.
1 /5

Northwest Plus Credit Union - Marysville - Marysville

Caren Pegram Had a problem with a checking account and Shawna at the Marysville branch was so patient , helpful and solved the problem in no time ! Thanks for the GREAT CUSTOMER SERVICE, Shawna !
5 /5

Edward Jones - Financial Advisor: Joshua M Helpenstell, CFP® - Arlington

chris lute great company they did a great job helping me with reviewing my financials and setting up a retirement plan
5 /5

Choice Plus LLC - Burlington

Kashif Ahmad Choice Plus, LLC is a completely legitimate company. The process is straightforward, and I received a check for my unclaimed funds within two months. I highly recommend their service because it is exceptional.
5 /5