Anchor Financial ~ A Five Rings Financial Agency - Vancouver (WA)

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.

jim price Your missing out if dont have these guys and gals handling your retirement portfolio. Exceptional group of people that really care about your future plans financially. Totally trust this group and to be honest Rick has made my portfolio for retirement grow and he knows when to be safe with your investments

Ainsley Darragh I called today with an issue with my account and I was helped by Mario, who was extremely helpful and knowledgeable! He fixed all of my issues and was very quick to support me in anything else I needed! He was very kind and made the entire process very easy.

lee glidewell Gary is honest. First tax advisor that EVER tried to explain where, or even how, we were missing the point on filing a tax document. Yeah, right, yall, tax return is an oxymoron, aint it? By Gods grace and Garys wisdom, we actually got a return of some of our own money. First time in a long time. Well definitely be returning to Garys business. Best part is that his fee is reasonable, cmon! God bless yall, Gary!

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Stacie Keithley Anne E. Branch Manager was amazing! I was a victim of fraud and she jumped into action and helped me get protected! Answering all of my questions and offering tremendous support! Anne made this very scary incident into returning my safety for my checking account. Two thumbs up! And highly recommend! Thank you Anne