Keywords: establishment,finance,point_of_interest

Harry J . Keppert ~ Avantax Investment Services - Port Orchard (WA)

Address: 🏡 504 Dekalb St, Port Orchard, WA 98366
Phone : +1 (360) 876-7411

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJT4vBhyc3kFQR-Fq4uuzHVtM

Others Near Port Orchard,WA

  • Best 7 Tax Service & Accounting in Port Orchard, WA

    09-2025 Harry J . Keppert ~ Avantax Investment Services in Best 7 Tax Service & Accounting in Port Orchard, WA
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    Edward Jones - Financial Advisor: David St Martin, AAMS® - Port Orchard
    Planning Network Partners - Port Orchard
    Marcy Johnson: Allstate Insurance - Port Orchard
    Mickey S: I moved to Gig Harbor and decided to change my Allstate Agent to one in my new home town. I looked at the agencies and chose Marcy. I have always had agents that I could talk to and that knew me and what my needs were. My old agent was always available, if she was on vacation her office staff would tell me. We had a great relationship. Again, I only switched because my old agent was now hours away from me. I dont expect my agent to always answer the phone when I call but I would like my agent to call me back within a day or two. When I called Marcy I would be told "she is unavailable, she is on the phone with another client." I would ask that she call me when she was available. I would then be asked if another agent could help me and I would decline and request she call when she was available. I would wait a day or two then call back only to be told she was on the phone. Could another agent ... same old line. I guess I was waiting to be the client she was talking to, let someone else wait. The last time I called I got a different response, Marcy was in a sales meeting. This time I asked, "Does she ever talk with the client directly or is it whichever office agent is available or has phone duty?" Finally I got an honest answer, (I paraphrase) "No, she doesnt actually talk with the clients, it is handle by the other agents." This was the last time I called or will call. I guess I am old school. I have always known my agent. I have always been able to talk with my agent and my agent knows me. Because we build a relationship I have always been protected against the unexpected. I am now getting a new agent, I have the direct phone number so if I have a question I can get an answer. My new agent will understand my circumstances and my goals. When an agent (or their staff) misdirects you, such as telling the caller you are on the phone rather than saying "I dont talk to clients directly" you do not get my trust or confidence. I might also add, how do I know when you (in this case your underlings) are giving me the best financial and insurance advice for my needs rather than for your profit margin? If you are looking for corporate agent she might be the one. I was looking for the "good hands" and so she gets 1 star from me.
    Kitsap Credit Union - Port Orchard
    Chris Corvair: Phone support sucks. They dont speak proper english. Told me the call center was based in New York. Lie. It is somewhere overseas. Waited on hold for 20 minutes only to be told the computer isnt working. Then had to wait on hold another 20 minutes. This place is a joke with clowns for customer service. Go to Bank Of America or Chase bank where you get real english speakers not clowns who cant pronounce english properly.
    Peninsula Credit Union - Port Orchard
    Carol Johnson: PCU proactively contacted me when they saw an issue with my account. Trena was sooo helpful and saved me time and money? Thanks Trena and PCU.
    Southard Beckham Atwater-Berry - Port Orchard
    Lance Lambert: For approximately 20 years Kim Atwood has been the CPA for my personal finances and two of my companies. His work has always been quick, easy to understand and Ive never had any problems.
    Bank of America Financial Center - Port Orchard
    Schar Olsen: I have always been greeted with smiles and respect at this branch. Staff is always helpful and attentive to my needs, and wait times for service has been very low. I have been a client of this branch since 1975.
    Columbia Bank - Port Orchard
    Gayle Livingston: Every visit lm met with a friendly greeting! All Associates have been very nice and helpful. Im really surprised their rating is only 3.8! I give them 5⭐s!
    Atwater Kim M CPA - Port Orchard
    don pulisevich: I have been with this tax accountant company for many years they are in my opinion one of the best. They will make sure that you have your taxes prepared properly.
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