1st Security Bank Home Lending Office - Port Orchard (WA)

Jagger Sapp Ive been very happy with Kevin as a financial advisor. He has done an excellent job finding the investments that work best for my familys needs. I also appreciate his attentiveness to any issues that come up as the market evolves. He is professional, honest, and thorough. Thank you Kevin for being so good at what you do!

1brokenwrench My wife and I had a wonderful experience with Mr. Claudio. Mark is very personable, polite, professional and knowledgeable. He was more than able to answer our questions. Mark is also quick to respond with answers to questions he needed to research to give us the best possible solution(s) to our financial and retirement needs. First Command is blessed to have Mr. Claudio. The wife and I felt blessed to have such great counsel. Bravo Zulu (Job well done) to Mr. Claudio and everyone at First Command!

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.

Jamie Wrzesinski Excellent service. I have had multiple products for 20+ years and have stayed because of Ricks excellent service.

Mara Jacroux Sandra was helpful and very pleasant. I needed to update my address after a doctor appointment. It was in the 90s for temps outside. Yes, we can be irritable as humans when we wait in lines, but she was smiling and ready to help. Remember that bank tellers aren’t quick ATM machines, they are humans that make sure there are no errors to your account so try be understanding when possible when we have to wait our turns for service. Thanks again Sandra!

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Catherine Waller Very friendly people with smile and helpful