Altmeyer Financial Group - Spokane (WA)

Jamey F Kevin Grady has provided us with excellent service for 16 years, and we have recommend him to our friends and family.

Cassandra Bleam John and his team have been fantastic to work with. They gave me the knowledge about all things insurance and what I needed for myself and my family. I was able to properly insurance myself for not only my vehicle, but my renters and life insurance needs as well. I would recommend John and his team to anyone looking for the proper important information regarding ones insurance needs.

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.

Earl Lewis (Earl) Very knowledgeable and approachable about investing. Great group of people!

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

Brett Toney Had a wonderful visit to the Washington Trust Bank Financial Center / Corporate Headquarters. Just look for the tallest building downtown!

Thomas McKenzie What an awful company. They locked me out of my account for no apparent reason 10 minutes before they closed on Saturday, put me on hold when I called, and then just closed!!! I cant email a complaint because I have to log in to do that. Of course, theyre not open on Sunday.