Stapp Wealth Management, PLLC - Olympia (WA)

J H I started with inherited funds in a ML branch in Idaho; that branch sucked. Then I transferred all accounts to a ML branch in Federal Way; that branch was awesome. Then the Federal Way branch was merged with the Tacoma branch. (It is my understanding that almost all of the ML employees from the Federal Way branch quit shortly after the merger.) I haven’t asked much of the Tacoma branch - keep my funds where they are and make disbursements when I request. They have failed on the disbursements. The previous disbursement took far longer than it should have - they had cash on hand for several business days before they initiated a transferred to my bank - only after several of my voicemails inquiring about the status of the disbursement, and they never called back to give me any status reports. And, that disbursement was in the wrong amount: I asked for X gross and Y net after taxes; I got Y gross and Z net after taxes. The current disbursement appears to be headed in the same direction. I called and asked for a disbursement (Day 1); the following business day they sold some investments to have enough cash (Day 2); two business days to settle (Day3-4). Cash is on hand. It is now business Day 10 and still no indication of a pending transfer to my bank. I’m counting business days - not weekends or holidays. This time I’m not calling to inquire - I want to see how long they forget to do their job. And, if they aren’t doing the simple task of disbursements, what else aren’t they doing?

Elektra Candy (Candy Crush) As an update to my earlier review, I was contacted immediately after the review below and allowed access to my safe deposit box the next day so I appreciate the prompt response. __________________________________________ I ABSOLUTELY NEED to gain access to my safe deposit box and its VERY TIME SENSITIVE!! I walked down there (30 minute walk) to discover they are closed?!!! So I call and am given an email address via the message on the number. Ive emailed it 3 times in the past week with ZERO RESPONSE!!! YOU HAVE MY SAFE BOX!! You cant just steal peoples belongings!!!

S P Instructions were clear and we were treated kindly. Great job summarizing information and open to answering questions on the mammoth paperwork a person does not deal with oftem in their lifetime. We appreciate the warmth and support we received throughout the process.

Lauri Page We love dealing with Carson. He is always able to answer our questions and keeps us informed about our financial goals. We highly recommend him!

Frank Riordan Curtis and his team have been wonderful to work with over the years! They’ve been very patient with me as I change out vehicles and make modifications to my policies. I always feel I’m getting the very best service and advice.

Ken Helms We started working with David as our insurance agent, and over time have expanded that relationship to cover management of our retirement account. David has always provided excellent service, solid advice, and multiple, well considered investment options to us. But more importantly, he always follows through and does exactly what he says he will, and that consistency and willingness to watch out for our interests is something we really value.