Keywords: Financial wells fargo advisors wa 98368

Wells Fargo Advisors - Port Townsend (WA)

Address: 🏡 2101 Washington St, Port Townsend, WA 98368, USA
Phone : +1 (360) 385-4444
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Place GG: https://www.google.com/maps/place/?q=place_id:ChIJTdFPGUHtj1QR8Nmd0vaSCME
#Washington

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

U.S. Bank Branch - Port Orchard

Austin Matney Recently got a new account with US Bank and was having issues with my debit card. Two women at the counter were able to get on with customer support and help get my card operational. I am extremely satisfied with the service I received.
5 /5

Savi, Powered by Harborstone Credit Union - Oak Harbor

Kiefer Hermann Started banking here for my business accounts because they’re local and I can come in anytime to get help. Best decision I ever made, staff is very professional and friendly. Todd, Shelly, Tiffany, and Josh are my favorite bankers ever. Highly recommend!
5 /5

Olympic Medical Center Billing & Financial Services - Port Angeles

annette johnson Eric was very helpful and empathetic with my situation. If he didnt know the answer to a question, he went above and beyond to get an answer. I am grateful for his time.
5 /5

Sound Credit Union Everett - Everett

Brenda Hales I have banked with Sound Credit Union for over a year. In the short amount of time I have been with Sound CU I have experienced absolutely the best service. They are knowledgably, friendly, and have structured my account to fit my needs. By far the best customer relations I have experienced with any bank!
5 /5