Amy Shockley - Oak Harbor (WA)

David gage Karen Crouse and her staff are a talented and quick to respond group. They have always treated my business like it was there top account and I am thankful I was referred to them by my neighbor.

Jacqueline Masingale Cynthia and her team have been awesome to work with this school year. I have been impressed with their dedication and professionalism in conducting the pre-employment training classes at our school. Their interactions with students have been positive, supportive, and educational and the students have really enjoyed the classes. Great job team! We think youre the best.

Cody Miller Polite staff, willing to help where they can.

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!

Bethany Dutton Ange is fabulous!! She is so nice, funny, and helpful! She stays on top of everything, and handles all of your house needs quickly she is on your side 110%! she also helped us make some life style changes to make our house dreams come true, and we are so incredibly thankful!! If you need a great Mortgage Lender just call Ange trust me you wont regret it!

Ingrid Rajith Skysong Diane at WaFD did an amazing job assisting me. I had to move funds & create new accounts. It was confusing and messy. She handled it with kindness, patience and skill. Thank you for great service.

Brooke Nelson We truly appreciate the attention to detail and the attention to our changing goals. Our investments are evaluated on a regular basis followed up with an annual meeting with Jennifer Ciarlo our financial advisor. I have referred my friends and family. Highly recommend!

Brianna OKeefe Below was my original review....and while that review was true at the time it seem like they only care about NEW clients. I have been trying to get a hold of this branch for 2 months now with no answer back, I even went through the corporate office which sent a request for call back TWO WEEKS ago. Nothing. Once they get you to sign on the dotted line, they DO NOT CARE. I bet if I didnt make my payment they would care enough to call back. Getting the loan was quick and easy, everyone in the office was super friendly and knowledgeable. They were fast to work with. When I called with a question, they were so nice and got back to me the same day like they said. I would recommend them if you are in a difficult spot to try them out!