WTB Financial Corporation - Spokane (WA)

Andrew Young Working with Stefanie has been great! She handled my rollover like a breeze. I feel confident that my account is in good hands. I like that she takes the time to explain things and answers all my questions!

Tracy Mettier, Realtor On an amazing journey saving for my retirement with Lori who is patient and explains everything! Great adviser to have on your side!

Sally Kamvachirapitag Today my life is complete and full with a blessed future full of opportunities. We bought our home November 2022. Since our purchase we have had a place to call home. This home provides no stress and love to all who resides and visits. Its a place to gather with family and friends. A place to make future goodness. The purchase was a long awaited struggle and financial fight in our life to finally see a reality that was once just a dream. Unsure if we would have what it took. With slim to bring to the table, we were blessed with such an amazingly talented mortgage broker, Monica Nation. She made every step feel like a WIN. She gave us confidence in all we had to qualify with. She is personable, highly intelligent and professional. THERE IS ABSOLUTELY NO ONE ELSE LIKE HER! We felt 100% faithful and completely confident in our home purchase with MONICA NATION. Thank you ❤️

Peter Pecora Had to transfer some stock certificates, and the staff at the Bellevue office were terrific to work with. They carefully reviewed the forms and noted where there was missing information. And then Jasmine and Cassidy quickly finalized the packet so it could be sent in that days overnight mail. The short-term parking and validated longer term parking makes it easy to go to their office. Highly recommend this very professional team!

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!