Ameriprise Financial - Olympia (WA)

Katie Egbert Tom is a great guy! He is very knowledgeable in his field, will charge you fairly and work relentlessly for your case. He is ethical and honest - two qualities you don’t always find with lawyers. I recommend him to anyone needing a trustworthy attorney.

Jenifer Edwards Excellent advice for all future retirement needs and bi-yearly financial updates.

T Free Never had an issue at Peoples Bank. Always a great experience. We use the merchant services for our business and that too is great! Anacortes Branch definitely open btw. They just moved...

Lauri Page We love dealing with Carson. He is always able to answer our questions and keeps us informed about our financial goals. We highly recommend him!

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.

Bryan Jackson I had no clue where to start with savings and retirement but they explained everything without making me feel dumb. Took time to look at my full picture and made a plan that feels doable. Didn’t try to push products on me or rush anything. Very down to earth and honest vibe. Still early but I already feel more confident about my money. Would def recommend if youre lost like I was.