Keywords: Financial the bohoskey group morgan stanley wa

The Bohoskey Group - Morgan Stanley - Yakima (WA)

Address: 🏡 3909 Castlevale Rd STE 100, Yakima, WA 98902, USA
Phone : +1 (509) 248-5220
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJKz0-Ecdjl1QRoXaYdHKHmVo
#Washington

Boone Wealth Advisors - Bellevue

Bryan Smith Boone Wealth has been instrumental making retirement so much easier. They have been very good at answering any questions and providing answers that even a money novice like myself can understand. I highly recommend them if you value your own time and lack the expertise to manage your portfolio like I know Boone Wealth will.
5 /5

Seth Basford - COUNTRY Financial Agent - Yakima

Sam Smith The insurance review appointment with Seth was very helpful, relaxed, friendly and enjoyable. Sam Smith
5 /5

Evergreen Financial Services Inc - Wenatchee

Bruce Huntoon Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.
1 /5

Drake Peterson - COUNTRY Financial Agent - Mount Vernon

Jacob b Drake is one Of the most standup guys I’ve ever met. I trust him with everything integrity to the core. Give him a shot you won’t be disappointed.
5 /5
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Angela Knutson - Moses Lake

Katie Fridell We had a good experience with Angie. There was great communication and attentive to details. Very pleasant to work with. Highly recommended
5 /5

Surience Private Wealth - Yakima

Lisa Paganelli After talking with many local investing firms and not finding one we felt confident with we were recommended by several of our friends to meet with Armand and his team at Surience Private Wealth. We have been very happy with our investments and appreciate their hard work and dedication, we have experienced exceptional personal service and would highly recommend this great team to anyone!!! Steve & Lisa Paganelli
5 /5