Allstate Personal Financial Representative: Steven Scherer - Oak Harbor (WA)

Ken Helms We started working with David as our insurance agent, and over time have expanded that relationship to cover management of our retirement account. David has always provided excellent service, solid advice, and multiple, well considered investment options to us. But more importantly, he always follows through and does exactly what he says he will, and that consistency and willingness to watch out for our interests is something we really value.

Alee Meneses I needed to purchase 150k in inventory but had last minute unforeseen expenses. I was 50k short and could not get a conventional loan. I heard about Advanced Financial Services from a friend, a fellow business owner. I didnt expect to get funded but I applied anyway. To my surprise, within a couple days of applying I had been approved! The 50k was in my business bank account within 2 weeks and just in time to purchase my inventory! If not for Advanced Financial Services I dont know what I would have done. I would have been forced to close my doors. Thank you Mr. Anthony Sims!

Jeremy Friedland I have been working with Gaston for almost two years now, and am very impressed with how up to date he is with my financial portfolio. The attention that he shows me makes me feel like I am his only client, but since he continues to win High Achiever awards, Im pretty sure he keeps his calendar full with lots of other clients. I would recommend sitting down with Gaston and let him show you how to be smart with your money.

VegCraftt They are so kind. So accommodating and comprehensive. We just went in because we are needing help with some things and they never shamed us. They helped us! And now we feel hopeful again. We appreciate them. Easy process.

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.

Matt Cuellar Colleen has been an invaluable partner in helping Nicole and me plan for retirement and our long-term goals. Shes a thoughtful listener, deeply knowledgeable about the market, and consistently helps us stay focused on the big picture—even during turbulent times. Her follow-through is impeccable, her planning is thorough, and we rely on her insight for every major financial decision.