Keywords: Financial us bancorp advisors financial advisors: tyler robin wa

U.S. Bancorp Advisors - Financial Advisors: Tyler Robin - Vancouver (WA)

Address: 🏡 7003 NE 40th St, Vancouver, WA 98661, USA
Website: https://www.usbank.com
Phone : +1 (360) 944-2645
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ3eEz5KillVQR9YOWnv3dijU
#Washington

Prentice Financial Planning, LLC - Olympia

mitch Raybuck Professionals that take the time to understand your goals and offer contempory strategies for investing. Very happy with their results!
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

Stephanie VonMoos - COUNTRY Financial Agent - Chehalis

Liliana Marcial Stephanie is truly one of a kind. She goes above and beyond to make sure her clients are taken care of and always takes the time to explain everything clearly. I trust her completely with my insurance needs and wouldn’t go anywhere else!
5 /5

WSECU - Federal Way

Ben Riffey I worked with Grace on refinancing my car-- I had a really great rate with WSECU to begin with, but we were able to lower it further. Both with the refi and the initial loan, everyone I worked with took the time to explain things to a first-timer. Today, I was confused by some of the paperwork I got on the refi (basically I didnt understand how the interest was presented, my bad), and despite panicking a bit, Grace very kindly explained how the structure worked when I came back in with questions. She made sure I understood it completely before processing. Very much appreciate her!! Wonderful to work with. Thank you! :)
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
clarke whitney cpa inc wa

Clarke Whitney, CPA, Inc. - Bremerton

Husam Hayali I had the pleasure of working with Fuad, and I couldnt be happier with the outcome. With two businesses and multiple income sources, my taxes were quite complex. However, Fuad expertly navigated me through the application process and various forms, ensuring everything was done correctly. What truly impressed me was the seamless online experience; despite the distance between us (hes in Washington, Im in California), we managed to accomplish everything virtually. I highly recommend Fuads services to anyone seeking knowledgeable and efficient tax assistance.
5 /5

Morgan Stanley - Olympia

Verle Ketchum Great Service and Great Staff.
5 /5