Keywords: Financial tss group morgan stanley wa

TSS Group - Morgan Stanley - Olympia (WA)

Address: 🏡 724 Columbia St NW Ste 350, Olympia, WA 98501, USA
Phone : +1 (360) 943-2300
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJYXF72aV1kVQRFHoCbthlmsc
#Washington
cannon wealth management llc wa

Cannon Wealth Management, LLC - Federal Way

Gesa Credit Union - Moses Lake

Lori Randall I have a savings account at the Gesa credit union in Moses Lake. Opened the account about a year ago. I have never had a problem with them, and i find the staff very friendly and helpful. So far I think theyre a great credit union.
4 /5

Columbia Bank - Port Angeles

cara cowdrey Alexis is amazing at what she does. She explained everything and made sure I understood my options. Was super easy to open an account. Best bank Ive ever used and best teller by far...i highly recommend their service
5 /5

Merrill Lynch Wealth Management - Tacoma

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?
2 /5

Roger Elton - COUNTRY Financial Representative - Burlington

Cascadia Heritage Farm I had a fantastic experience working with Roger Elton at COUNTRY Financial. He helped me seamlessly combine my auto, umbrella, rental, and farm insurance policies, resulting in significant savings. Roger is a pleasure to work with—knowledgeable, professional, and always looking out for his clients best interests. His wonderful staff is also incredibly helpful and responsive, always available to answer any questions. If youre looking for a reliable and trustworthy insurance agent, I highly recommend Roger and the Elton Group!
5 /5

Fortis Financial Group - Bellevue

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!
5 /5