Keywords: establishment,finance,point_of_interest

Sherry Gustin - Financial Advisor, Ameriprise Financial Services, LLC - Wenatchee (WA)

Address: 🏡 610 N Mission St #118, Wenatchee, WA 98801
Phone : +1 (509) 662-9287

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ_yoZfwXeM4gRKj2G61fiJ94

Others Near Wenatchee,WA

Equilus Financial Group Inc - Wenatchee
David Kaylor: If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!
OneMain Financial - Wenatchee
Jonathan Hyry: This place has been a real helping hand. Only had one bad experience out of many visits. Their willingness to lend financial support has been important from time to time, and I appreciate their quick and thorough process, and not trying to push me additional products.
Charles Schwab - Wenatchee
jodee wixom: Great firm, friendly staff, low fees!
CNC Financial Group, LLC - Wenatchee
CAPTRUST - Wenatchee
Kim Johnson - KMJ Financial Solutions - Wenatchee
Darcy Rathka: Great financial advisor! Gives good advice and information. Is a good advocate for her clients.
Cashmere Valley Wealth Management - Wenatchee
Cantrell Dustin: Bad customer service
Financial Alternatives - East Wenatchee
Evergreen Financial Services Inc - Wenatchee
Bruce Huntoon: Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.
Full Circle Finance - Wenatchee
G M: Cyndy is amazing! She does all our commercial sports financing and is responsive and really works to make sure our clients find the best package for their needs. She is hands on...love it!
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