Bank of Eastern Washington - Pasco (WA)

Don Laichak Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

Roy Knox I have been with this Financial Institute since the early 1990s and after being at this office for less than 2 years the relationship was terminated and the accounts were transfer to another institution.

Deborah Lynn Every employee I have had the opportunity to speak with has been absolutely helpful and never made me feel anything less than important. They even support the community with mini art shows that showcase local artists. Personally, Im drawn to business that cater to their town. Also, any time Ive had an issue, or thought I did, I simply do in and they take the time to show me the facts. Thank you Umpqua Bank for taking care of us the way you do!

Gabrielle Balolia Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!

Adriana We have been with country financial for many years and Ana has been absolutely amazing, she has helped both my mom and me with our insurance needs, and every time, she goes above and beyond. She’s professional, knowledgeable, and always makes the entire process smooth and stress-free.

T T My wife and I had a great experience working with Lance on our recent home purchase. He was upfront about everything and I always felt very in the loop. We even pivoted to grab a better rate with lower closing costs and still closed on time without concern. If you are looking for a knowledgeable, honest, and genuinely helpful mortgage broker then I highly recommend talking with Lance.

Talesh Patel Kevin and Janet were awesome in assisting me in choosing an insurance plan on my new car. I first went to them for Renters Insurance since they had the most coverage for the best monthly cost, and then down the line for the new Subaru last month. Kevin set up a plan that gave me full coverage, and was still affordable for a college student! Highly recommend visiting Allstate over Cheneys other insurers!

Frank Cisneros Chris Muller, First Command, Lakewood WA Chris has been our advisor for 10 years, his advice and recommendation are alway upfront and honest, I fell we are getting leading edge advise. When were finished my wife and I leave understanding our strengths, potentials and of course the cost of investments. Hes not pushy, updates our information and is attentive when asked questions and makes a mean cup of coffee. We highly recommend Chris Muller as an advisor.