Amy Schwab - Private Wealth Advisor, Ameriprise Financial Services, LLC - Mount Vernon (WA)

David Chalk Super agent for Country Insurance. Honest, kind and hardest working agent Ive ever meet. And he has a super office assistant.

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Jaci West I was so nervous to do my taxes because I was self employed. But she made it soo nice and fun! 10/10 would recommend (I already have)

steve foster They are the greatest!! Always helpful and willing to go the extra mile without hesitation. We could not ask for better service. Kathy and staff are exceptional people and exceptional professionals. We would be lost with out them.

Nancy Sargent-Johnson Employees are very friendly, helpful, and efficient. It is also greatly appreciated that local STCU staff individually support our community by attending fundraisers and volunteering for local nonprofit organizations.

p griff I have never before written a business review, but Danielle Rivers definitely deserves my praise. Over a number of years, she has consistently guided my financial decisions in a professional and friendly manner. Professionally, she is bright and clear in her explanations of my options. She listens first, which is very important. She pays attention. She follows through. She continues to improve her own command of her profession. Personally, she is kind and understanding and someone this conservative and cautious person has learned to trust. I am happy to recommend her as a valued financial advisor and lovely human being.