Keywords: Financial sentinel wealth management wa

Sentinel Wealth Management - Bellingham (WA)

Address: 🏡 432 W Bakerview Rd # 101, Bellingham, WA 98226, USA
Phone : +1 (360) 756-3502
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJBdSqkXykhVQRtQ_sRB3lA-U
#Washington

Harborstone Credit Union - Lakewood

Charity G I am in a tight spot selling a house moving and getting a divorce. I needed a line of credit to help me get by while my house sells. I applied online called the loan center and Blanca Reyes was so helpful, efficient and amazing to work with. Within 2 hours I was approved, signed and the line was available for use!
5 /5

Nuvision Credit Union - Kent

Tyler Partain I will start by saying, Anna M. (Relationship Manager) in the Kent, WA Branch is the reason this is a 5 star review. My experience with Nuvision wasnt the best initially. Im a fairly independent person and low-demand customer. I was financed by NuVision for an auto loan and made my payments on time. However, one month I decided to use the "Skip-a-pay" service which required me to pay a $30 fee to skip a months payment due to some finacial hardship at the time. This worked fine but apparently, I was $5 short in one of my accounts at the time and this caused my account to be negative. I will be honest, I had no idea because I used this account solely to pay my auto loan each month and only found out about it when I could no longer login to my account to move my payment the next month to pay the loan. NuVision locked my account over $5 and made the entire experience with the company overly-complicated over something so small. I could no longer make payments online in the portal, I had to essentially wait every month for an email saying Nuvision was trying to contact me to then click a link to make a manual ez-pay payment using my routing and acc # each month. Eventually this went to some sort of collections, again, silly. The collection agency offered to take my debit card over the phone to pay off the balance. Easily done and wiped. However, Nuvision made the entire process difficult to pay this fee and I was told numerous times my only option was to drive to Kent WA (From Lake Stevens) to make a $5 payment because they would not accept Zelle or any type of card payment. Im a busy person, I dont have time to drive a few hours there and back for something so small. Long story short, this process went on for over a year of manual payments as they would not unlock my account despite paying off their overcharged fee. I asked numerous times and it always needed "Approval" and I never heard anything again. It wasnt until I was ready to sell my car to a private seller that a rep put me on hold and actually unlocked my account, after a year! I can understand doing that for something over $100 or so, but $5 is rather comical to take such extreme measures and limit your customer to making payments. It almost felt predatory at the time to try to get me to default on my loan by missing a payment. Fast forward to the part where I mentioned I was selling my car to a private party. I had the absolute pleasure of working with Anna Meiler from the Kent WA branch who definitely made me do a double-take to make sure I was working with the right bank. My past interactions were not as maticulous or cared for. I had a unique situation, I moved from WA to FL and I had a buyer from WA interested in buying my car. The buyer was skpetical to avoid fraud which is understandable. Anna was able to work both the buyer and myself to ensure a smooth transaction. She went well above and beyond and was an absolute joy to work with. She made herself available and was always happy to help and answer any questions. I have a feeling that if NuVision filled their staff with like-minded individuals, the overall experience would rival some of the big names in the banking industry. I have had many banks in the past and Its really hard to find interactions and people within the companies who care, but when you do find one it becomes very obvious that its a rare occurence and its noticable right away. Without Anna in this situation, I would have rated Nuvision 2/5 and I think thats generous. With Anna, 5/5. She was enough to change my perspective and have hope for this Credit Union. Thank you for the help, thank you for allowing me to be a member and I wish a bright future of growth to both NuVision and Anna. Cheers
5 /5

OneMain Financial - Everett

Just my opinion, boo Kashmir (Kashmir) Was able to get my loan approved in the timely manner. Make sure my holiday plans went in full effect thank you Jason and Eric I really appreciate you 10 ⭐️
5 /5

Ambassador Wealth Management, LLC - Vancouver

Mason Beneke Spectacular business with Great people
5 /5

Lazorik Financial Management - Yakima

nick Freeman David and his father took good care of my dad and when he died. My sisters and I sat down with him. I was very impressed with him, his ethical and moral business practices and just who he was as a man. I have been with him for almost 20 years and he has taken very good care of my investments and become a very good friend and brother. Nick
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

New American Funding - Kent, WA - Kent

Liz Nguyen We are completely impressed. My clients was working with their lender who took weeks to get underwritten pre-approved and still havent due to the bonus contract work pay structure. Getting impatient and feeling their frustration, I reached out to Phillip Le because Ive heard great things about him from other realtors. And I am super impressed as well as my clients. Not only he was able to pre-approve them but underwritten pre-approved within 72 hours! Amazing!!!! Phillip will be one of top recommendations for here on out! Thank you sooooo much for helping Saniel & Kathleen! Kudos to you and your dream team Phillip!!!
5 /5

Katalytis Group, Inc. - Longview

Shira Sophia Katalytis Group is the best bookkeeping form in town! They are so kind, friendly, knowledgeable and professional. They make me feel so comfortable and assured that our books are done well. I will never go anywhere else!
5 /5

Allan Gainer - Western Community Insurance Agent - Cheney

ulvegaardfarm I have known Allan Gainer for over forty-five years. He has always been a man of integrity and sincerity. I have never had to wonder about Allans loyalties or his dependability. He was willing and capable of associating with the high school jocks as easily as he did with the dweebs and geeks. You could always look up to Allan and trust him from the get go. He is a veteran, a business man and a leader; having served as the Mayor of Cheney for a period of time. It has always been an honor and a blessing to consider Allan a friend and to be assured that he considered me one as well.
5 /5