Asset Building Coalition of Mason County - Shelton (WA)

Tamara Barkdull If I could give a no star review I would. Was supposed to have a loan and after paying a 1000 dollars upfront they still asked for more money. I would never recommend them for anything

Anita Klein-Miller Savi Bank is okay, but they really need to fix the online banking app. Half the time it tells me it cant validate my information for no reason. Kind of defeats the purpose... I cant even check my balance.

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.

Kathy Challender Great customer service. Very professional people who are willing to help you with your needs. I highly recommend this bank!

Dave Wilson I recently sold my house and had a little extra money. I put most of it in Erics care and decided to try a little etrade on my own. Eric almost doubled the money I made on my own..... Lesson learned, stay with Eric and leave the investing to him. He and the experts behind know much more than me

O D Exceptional service, no complaints been using Lee financial services over 8yrs and counting. Highly recommend if you are looking for quality reliable service.