AGP Wealth Advisors - Ameriprise Financial Services, LLC - Kent (WA)

Maria Caceres Professionals work there, they truly care.

Sean Ricciardo We were very lucky to have Curran as our mortgage broker (coming from someone who has generally avoided brokers in the past). He is a great communicator and genuine, and he got us a fantastic mortgage and made it happen with a very quick closing timeline that I didn’t think would be possible. Highly recommended.

Trinity Banks I have taken this class twice. Both times with Trudy as the instructor. My daughter Jazzmyn, took the class with me the 2nd time. We both really enjoyed the classes and learned a lot from each session! We have each implemented the snow ball effect of paying down credit card debt taught to us by Trudy and through Bill Ramseys financial literacy series as well. Each of us, my daughter and myself, immediatly began saving twards am emergency fund, which we have used and replenished several times. I have often reflected upon Trudys teachings about our 1st money memories and the effects of those thoughts on my financial skills today. I would highly recommend the Whatcom Dream to anyone wanting to learn more about money and finances and our evolving relationships with them.

Brian M. I could not be happier with my insurance coverage or insurance agent. Country has been nothing short of amazing. Since we began using Country we have unfortunately had to file 3 separate claims. Each one was handled quickly and efficiently. Going through a car accident is never fun, but the prompt responses and efficiency of Country helped us to resolve the situation in a much faster way than we anticipated. On top of that, the service we get from Damien is second to none. He calls regularly to make sure we have a good understanding of our coverage and to make sure there have been no changes in our lives that would require a change in the types of insurance coverage we carry. On more than one occasion this process has resulted in reduction of our monthly premiums. Whether it be car, home, or even helping me to get signed up for health insurance, I could not have found a better company or agent. Hes quite simply the best.

Kathi Evans The employees are always very friendly to me, which I really appreciate!