“Waiting to close an account at the branch today I was thoroughly impressed as the Branch Manager Mariana was busy, pulling people for the teller line to help them with deposits, or showing them how to use the ATM to complete transactions to lessen their wait times in line. She is amazing. Treating every customer with respect, old and young and non-english speaking as well. She is efficient and kind and all around great manager! Thank you Mariana!”
“Scott Shoemaker has been managing my funds for 5 years. He is thorough, kind, understanding and knowledgeable. My retirement money in Active Management has grown every year. And Scott keeps my personal funds on the right path even when my life changes direction significantly. Scott's office staff, esp. Dawn, welcomes everyone with a warm smile and keeps me informed every step of the way. Couldn't ask for better care!”
“Haven’t been to this physical branch, but Fidelity has been absolutely outstanding and online customer support is just superb! Best I’ve ever seen; called them up after I just turned 18 and they bought my first share right there for me on the line! Was mind-blowing and got me hooked. App and Computer Website have great tools”
“Our advisor Jayson is very timely and responsive and will find any information we are looking for. Great advice during an extremely rough year. Would recommend.”
“Yes! Go to Lucas! He has grown my IRA to an amazing amount! I have been with this Edward Jones for several years, going to Don first. Don did great, Lucas has done amazing! My parents turned me onto this Edward Jones in Auburn some years ago, they have been with them for years and years. My brother also goes there. They are not pushy and they will put your funds in places and grow them aggressively if you want them to or moderately or no risk. I can check online anytime I want and Lucas calls me periodically to see how I think I am doing on my IRA. I always take his advice! Great great place. Their secretary is awesome too and so friendly!”
“Am quite pleased with Schwab's Tacoma office. Very helpful, service is excellent, and my adviser always responds to questions/queries the same day. Have been with Fidelity in the past and much prefer Schwab.”
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205 Madison Ave, KentClosed
1026 Main St, Sumner
“Chris is very personable and professional. He has helped me with my investments and made the process uncomplicated. He listens to me and I believe he has guided me wisely.”