Ami Lopez - Thrivent - Federal Way (WA)

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

Mckenzie Walz Best customer service ever. I walked in there stressed out of my mind with a check from my grandparents, long story short I needed it broken into money orders to make all the crazy stuff I had to do possible and Tai really stepped up to the plate to help me. I was nervous and stressed and he kept the conversation light hearted and fun which eased my worry. He helped me complete everything I needed to have done. Not only did he help me get things squared away on Columbias end, but he also waited on call for clarification from the other bank I was dealing with and when they didnt call HE CALLED ME to follow up and make sure everything was okay. Stunned, absolutely stunned and happy for such wonderful service, Tai thank you thank you thank you.

Trish Fl HFG Trust has been our financial advisor for many years. We have found everyone at HFG to be professional, knowledgeable, helpful and personable. The advisors take into account your income, lifestyle and future long term needs as they monitor and manage your accounts. Well prepared annual visits and quarterly reports keep us informed and any questions we have are addressed quickly. HFG is an excellent business to work with.

Sierra Cook They have been so helpful and very respectful . Always making everyone feel comfortable and welcome and making sure everyone has what they need. They’re very nice and caring and helpful people and much appreciated by many. They take care of many kids supplying them with what they need or just a place to hang out safely. They are wonderful people:) XOXO

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

Troy D People are welcome to hate collection agencies, but seriously Evergreen is as good as they get. They will work with you on payment plans, offer reduced prices when paying in full, and they follow the rules about aggressive collection tactics. If you owe money, dont be angry when someone contacts you for payment. Evergreen does NOT purchase debt, they collect on behalf of their clients, Being upset at the agency is basically punishing the messenger, but thats why the industry exists. Trying to get people to pay their debt is not much fun, but Evergreen does it with a