Investing in Olympia, WA
3 locations found near Olympia
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Investing
“I've been very happy with Kevin as a financial advisor. He has done an excellent job finding the investments that work best for my family's needs. I also appreciate his attentiveness to any issues that come up as the market evolves. He is professional, honest, and thorough. Thank you Kevin for being so good at what you do!”
Investing
“I can't say I'm a huge fan of big banks and/or predatory practices but it was easy to forget all that when I went to this Wells Fargo for the first time. I was actually there to close an old account we haven't used in over 2 years and was met with such unexpectedly great customer service from Nicole. She noticed that our account had been slowly drained over the last 2 years of monthly service fees and quickly reversed what she could and escalated the matter without us even asking (although I would have asked) AND the executive case manager also did not disappoint. Definitely made me consider opening an account there one day again.”
“Honestly would give this place a sixth star but there isn't that option. Great service all around, and also they just took care of business at a very quick rate. I myself am pleased with the company and would recommend them to friends as well as family.”