WFG National Title Company of Eastern Washington - Okanogan (WA)

Rick Miles We initially bought our house in Ellensburg 2 1/2 years ago through Tara - very smooth and easy. We just completed a re-fi -it took a little longer due to current mar market situation, but Tara was very responsive and really helped in getting things put together. She will get on the phone and call to explain what is going on. She and her staff were great.

James Tolson My partner does her banking here. Not a lot of staff here, at this location. But they make up for it with friendliness. The inside of the bank is pretty sterile but its a bank, so do not expect too much for ambience. We have been here when it has been extremely busy, so I would definitely stay away from here from 4:00 to 5:30 pm. I hope this helps you out.

Ashwin Prasad They are welcoming and enjoy giving wise advice for finances and life

Dan D Thank you Tracy and the greater for helping me out with a very high level of urgency. Your quickness helped me not loose a deal. Thank you again.

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?

Ryann Prieser We are having Levi handle our daughter’s 529. As much as I am comfortable/even strangely excited about budgets, I knew I wasn’t very knowledgeable about investing. Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should. I love that he is quick to respond to any questions I have.