ACU Financial Services - Lakewood (WA)

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Katherine Lacey Debi and her staff are the best. Debi has worked hard as my advisor for years and has helped me and my husband reach our financial goals.

Cari Ota Janice is amazing! She has been doing my taxes for the last 7 years with great patience and sound advice. Recently, she even helped us with a great recommendation when buying our first home that saved us a lot of money by alerting us to a local program that our loan officer didnt even know about!

Sheryl Perryman Excellent service, easy to communicate with, up to date with technology. Fee structure is reasonable.

Timothy Phelan Service is great, friendly and professional. Maybe the critics should take time to find out tat Monday Mornings and Friday afternoons are busy due to businesses making deposits. Alternatively they could get out of bed earlier or heaven forbid bank with one of the conglomerates who really dont care about people just there money.