Rockefeller Capital Management - Olympia (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.

Christine Denova LOVE THIS LAW GROUP! My husband and I contacted this group to assist us with our estate and long term care planning and they have bent over backwards for us. Each and every appointment was met with friendly and professional services. The work they did for us was fantastic and it was done in a timely manner. I would highly recommend this Group to anyone. I found them professional, responsive, good quality work at a good value. They are extremely knowledgeable. My husband and I can now rest easy knowing we have everything taken care of for our future and our loved ones. THANK YOU ELTC!

Dean Uriarte Merrill Lynch is a terrible company. I am unable to access my account but all attempts to contact Merrill Lynch are futile. If you call “customer service “ you just go info an infinite hold que. Even though a recording tells you “the average hold time is X, it’s a lie, no one ever answers the phone. The recording will also tell you that they can call you back when it’s your turn. Also a lie. You cannot get help. This is a terrible company.

Sarah Bird Great service, glad they have a UPS pickup service.

Becky Crocker Great group of people to work with!

Sara Catherine Neal My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!