Wealth Management Associate - U.S. Bancorp Investments: Ismael Colazogodinez - Federal Way (WA)

Orlando Santos Mark Brewer is an amazing asset to the company. I received a call from him this evening - yes, you heard me right… I’m complimenting the debt collector! I have received numerous calls from this agency before and all the agents say is “ Is “MY NAME available?” once I reply asking what they needed… all they say is “It’s a personal matter that came across our desk, if you are MY NAME I need the last four of your social”. To which I usually (sarcastically) say that I would feel more comfortable with their name and last four of their social for a personal matter on my end before I give them mine - because you better have something better than “my name and a personal matter” before you go asking about my social. Well Mark was much more profesional and polite, he didn’t ask for my social I identified myself by name as I have never hid from debt collectors and since he called my number looking for someone by my name and I identified as such person he was able to at least tell me the company that originally held the debt - once I knew that piece of information… I knew it was legitimate and gladly gave Mark more identifying info he needed and all the details about my situation. People like Mark Brewer, that are professionals, that give respect and dignity to others, have a great attitude and show empathy towards others, do the the company they represent proud and should be valued and not taken for granted. It’s the first time ever I’ve been compelled to review and take the time to praise someone calling to ask for money, but if anyone deserved it, it was Mark.

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?

Lark Urban Amazing. So communicative, working with Jim takes the guess work out of insurance and makes it even a positive experience.

Nolan Brandon Sasha is exceptionally detail-oriented and has been zealously focused on optimizing my financial plans. She does not accept the status quo and instead goes above and beyond to identify opportunities I never would have considered on my own. Her experience is especially valuable for active duty military as she understands our unique benefits and challenges. I highly recommend her as a financial advisor.