Keywords: Financial wells fargo advisors wa 98270

Wells Fargo Advisors - Marysville (WA)

Address: 🏡 1226 State Ave, Marysville, WA 98270, USA
Phone : +1 (360) 653-4052
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJzeq2EI5VhVQR8TEOnzagwcc
#Washington

Donald Mackenzie - Port Townsend

Kevin Fitzgerald I have worked with Don for over 6 years as a realtor and he is always professional and gets the transaction to the finish line!
5 /5

Leanne CFP - Spokane

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.
5 /5

Washington Trust Bank - East Wenatchee

omendoza 4 Marina and the staff were very helpful and kind they went out of their way to make sure my needs were met thank you once again
5 /5

Riverbend Insurance Corporation - Newport

Adam Lang Kevin and his team saved our family $6,000 this year in health insurance premiums. Besides the premium savings, the policy they found has no deductible (only copays). Compare that to the $11,000 family deductible on the plan offered by my new employer (at $500 more per month), and you can see why I am proud to write this glowing, 5-star review for Kevin and Riverbend Insurance. Beyond the savings, Kevin was able to answer all of my questions and walk me through various scenarios (lots of doctor visits vs. few, specialists vs. regular visits, emergency care, etc.) in terms of plan and cost. Im the type of person who wants to understand all the details, which Im sure annoys many professionals. Kevin was incredibly patient and actually seemed happy that I wanted to have all our ducks in a row before pulling the trigger. I also had to follow up a few times after buying the policy to make sure I was clear on payment and policy number. His team answered the phone the first time I called and was able to answer my questions. Id recommend anyone who is looking for a better insurance rate to call Riverbend and let Kevin and his team do the work to find the best deal
5 /5

BECU credit union - Federal Way

P C Very nice & easy to come in & get my check cashed in ATM! It was backed up (5-7) ppl deep Inside & quick & smooth for me :)
5 /5