Advitica Financial Planning - Olympia (WA)

Maria De Bruyn Kim has been very helpful in financial coaching for our personal finances and business coaching. She took our unique situation and gave us a way to track everything that worked for us. Each session was value-packed, making it worth the expense. With only a few months in, I can already see how we can achieve our goals much more quickly and efficiently. Kim is also very responsive and will answer any questions I have in between sessions, which is very helpful.

jennifer nunley I have been in twice they have been very helpful in my situation.

Brad Gotte I had a first time visit with Jared today and I was really impressed. He is very attentive and does a great job of explaining the fundamentals of investing. Whether you are investing in your future for the first time or transfering existing investments, Jared and his staff (Pam) will no doubt take great care of you. Highly recommended.

Kath zhao We really appreciate Karla Nguyen’ greatest and kindest service. Very professional and warm support for us for a new account opening. Definitely recommend her to everyone.

Rachel Frankel As an Independent dealer, we have many choices for helping our customers access easy and affordable financing options. Joe and Shannen are wonderful people both as business people and on a human level. The company allows for a few past mistakes, while also allowing customers an opportunity to rebuild their credit and move past their past. At Lendmark, you can expect a personal approach and a level of care and consideration on an intimate level. Your business is appreciated and service is their super power. Thank you for always being a part of our Lending team. ❤️

Jasmine Minton I’m young and I found difficulty getting my first loan. I had gone to a few different credit unions and they told me that even though I make good money and have a good credit score, it would be hard for me to get the loan I wanted. Nelson at self help made my dreams possible and at a decent rate. The atmosphere was nice, so were the people. I definitely recommend this credit union for young people who are trying to start a strong credit line!

James Tolson My partner does her banking here. Not a lot of staff here, at this location. But they make up for it with friendliness. The inside of the bank is pretty sterile but its a bank, so do not expect too much for ambience. We have been here when it has been extremely busy, so I would definitely stay away from here from 4:00 to 5:30 pm. I hope this helps you out.