Keywords: establishment,finance,point_of_interest

Stifel - Wenatchee (WA)

Address: 🏡 One, Fifth St STE 300, Wenatchee, WA 98801
Phone : +1 (509) 663-8604

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJG6A5i5DMm1QR6a_XmWvKQ98

Others Near Wenatchee,WA

Family Financial Services - Wenatchee
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.
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