Keywords: Financial us bank – wealth management banker: sharon thomas wa

U.S. Bank – Wealth Management Banker: Sharon Thomas - Puyallup (WA)

Address: 🏡 222 39th Ave SW, Puyallup, WA 98373, USA
Phone : +1 (253) 256-6302
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJzfBnO3f9kFQRukzJnfR5jaQ
#Washington

Edward Jones - Financial Advisor: Mike Hill, CFP® - Vancouver

Burton Walters Mike was amazing. My wife and I did not have any retirement plans or path to a secure financial portfolio. After meeting with Mike we now feel confident in the path he has laid before us. If you’re looking for an amazing financial advisor then you have to go with Mike.
5 /5

Edward Jones - Financial Advisor: Jonathan R Montes, CFP® - Anacortes

Charles Wenker Very knowledgeable in estate tax and IRS rules. Jonathan has also been very helpful with increasing interest rate on savings.
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AgWest Farm Credit - Chehalis

Clint Troutman Leslie was fairly rude and dismissive and sent me a denial before answering my question about options which could have led to us still doing business. Take-away from the process for others looking for a land-loan. dont apply through NWFCS unless you have little to no debt. 36% debt to income maximum
2 /5

Kevin Ottosen: Allstate Insurance - Cheney

Talesh Patel Kevin and Janet were awesome in assisting me in choosing an insurance plan on my new car. I first went to them for Renters Insurance since they had the most coverage for the best monthly cost, and then down the line for the new Subaru last month. Kevin set up a plan that gave me full coverage, and was still affordable for a college student! Highly recommend visiting Allstate over Cheneys other insurers!
5 /5