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

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Lisa M Chad and Monica are the absolute best! Chad had done a wonderful job with our portfolio and explained our financial options Monica is a perfect fit for new retirees

Neil I have had fantastic, professional, personable service at this credit union branch. The manager and entire team have always been so helpful and friendly here and you are all appreciated.

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

Maria Garcia-Cabale Karalyn is a financial advisor who tailors her deep expertise to your financial goals. She leads with integrity and a thorough understanding of what you want to achieve. She is proactive, always willing to fine tune or pivot when life changes. Top notch.

Elisabeth Allen Nick is knowledgeable, gives sound advise, makes himself available, and contributes to the community! And, his Assistant, Nicole, is a gem. Keeps things in order!

Lorien Peterson I love the ladies at my local Heritage Bank. We live in a small community, and you definitely get that amazing Hometown feel when you bank here. You feel known, and special. Youre always greeted with a smile, and they work efficiently and quick. Its tough with COVID not being able to go inside the bank, and the girls really go as fast as they can in the drive-thru. I also love the perks that come with using my debit card, and the manager, Laura did a fantastic job helping our small business with the PPP loan last year. We couldnt be more grateful Laura, thank you. I cant rave enough about the ladies at Heritage Bank. Thank you for all your hard work, positive attitudes, and dedication to a job well done. :)