Keywords: Financial sophia spencer private wealth advisor ameriprise financial services llc wa

Sophia Spencer - Private Wealth Advisor, Ameriprise Financial Services, LLC - Longview (WA)

Address: 🏡 1700 Hudson St Ste 104, Longview, WA 98632, USA
Website: https://www.ameripriseadvisors.com
Phone : +1 (360) 703-3664
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJZz3lB4xslFQRpbrtHH2pDP8
#Washington

New American Funding - Everett, WA - Everett

Stephanie Patrick Mike and I worked with a client for the past 2 years or so. It was difficult to get him to pull the trigger. He didnt want to be in a multiple offer situation but because of his price point and type of home its been in very high demand. Because Mike was able to close in 21 days, we finally won and we got them a fantastic home! Mike was very communicative throughout the process and I appreciated his knowledge and expertise. Thank you Mike, a job well done!
5 /5

You Choose Insurance LLC - Port Orchard

Chris Melton I met Anthony of You Choose Insurance LLC when I started my journey into self employment. Right away, I knew I was where I was supposed to be. Anthony spent well over an hour talking with me about my plans for running and growing my company. All the while absorbing information to help get me the insurance and carrier that was best for my me. General Liability, Inland Marine, Commercial Auto, Personal Auto and bond. Since then weve added boat and travel trailer coverage. He used his relationship with these carriers to get me the best rates possible, and its always on top of renewals. His staff are efficient, and always have my requests for "additional insured" and driver changes completed within an hour. Most often within minutes. Currently, Anthony has been fighting with the carrier for my GL policy and advocating for me following their audit. I wont bore you with the details, but know this... it has been MONTHS and he doesnt have to put in all this effort. He does it because the relationship he has cultivated with me is important to him. All this effort doesnt make him one extra cent more in profit. Here is the deal. You can secure your own insurance online. You dont need an insurance agent. You can do it yourself. I did for many years before starting a company. However, using an agent is a service you purchase. A good agent will listen and recommend the best insurance for you. A great agent will use his connections to get you the best insurance for you and save you money. Anthony will do all that, and put himself in the line of fire from these companies to advocate for you when they are dishonorable and try to milk more money from your company at the end of the year. Insurance companies suck. We all know this. Nobody would disagree. Dealing with Anthony to act as a liason with these companies has simplified my business in ways that I cannot fully describe. I can describe my appreciation for their efforts in a review. Even though my words seem so small for everything this team has done for my company; THANK YOU ANTHONY and the team at You Choose Insurance!!!
5 /5

MountainCrest Credit Union - Everett

A Chris (SimplyAvina) I’ve paid off many cars and have had to go through all different types of banks for my loans. This one in particular has been really great and offered a low interest rate. They are very friendly and conveniently located. Drive through for banking and inside banking as well. The online site does charge about $10+ for paying online, and over the phone, so I usually go inside and pay. I like this place overall. Would recommend
5 /5

Edward Jones - Financial Advisor: Jennifer K Ciarlo, AAMS® - Port Angeles

Brooke Nelson We truly appreciate the attention to detail and the attention to our changing goals. Our investments are evaluated on a regular basis followed up with an annual meeting with Jennifer Ciarlo our financial advisor. I have referred my friends and family. Highly recommend!
5 /5

U.S. Bancorp Advisors - Financial Advisors: Tyler Robin - Vancouver

Chrissy Fletcher Cook Tyler Robin is the best! Trustworthy and personable!! He cares about his clients.
5 /5