Keywords: college funding systems a division of grossman associates financial services wa

College Funding Systems, A Division of Grossman & Associates Financial Services - Spokane (WA)

Address: 🏡 2919 E Mission Ave Suite 202, Spokane, WA 99202
Website: http://www.grossmancollegefunding.com
Phone : +1 (509) 924-9123
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ_____6MYnlQRGMkBJbHHK8M
#Washington

Charles Schwab

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!
5 /5

Starry Financial Group

Jonna Kelley Im so glad we’re working with Starry Financial. The team provides fantastic support and has helped our investments grow steadily over time. Their personalized approach and attention to detail make a big difference. On top of that, we love how much they do to give back and support the local community. Highly recommend!
5 /5

OneMain Financial

Krystle Shoop I’ve been loaning through one main for some time now and I’ve always received the quickest and greatest service! I really appreciate all you guys have done over the years!
5 /5

Eugene Kubik - Financial Advisor, Ameriprise Financial Services, LLC

Jenifer Edwards Excellent advice for all future retirement needs and bi-yearly financial updates.
5 /5

Abraham & Co.

John Soderberg Andrew and his team are the best! We attended an information event and were so impressed that we took the next step. Andrew created a comprehensive investment strategy and made it easy to understand and move forward. I look forward to a long-term relationship and above market returns.
5 /5

Shepherd Financial

Michael Whipple The team at Shepherd Financial has consistently provided reliable support whenever our firm has needed assistance. Their flexibility in adapting to our office standards and procedures has been invaluable. We appreciate their dedication and look forward to continuing our partnership for the foreseeable future.
5 /5
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