BMO Bank N.A Branches - Pasco (WA)

Lisa Heins My husband and I were looking for a fee-based CFA/CFP, who could help us thoroughly vet out our plan for early retirement. I have a decent grasp on important elements of financial planning and finance as a whole and my husband, most would agree, has a very high level of acumen in these areas. That said, we wanted a professional to guide us through the process and help build my confidence that the plan we were working was on course and relatively fail proof. We were fortunate to get a referral to Keel Financial Partners from our neighbor who owns her own CPA firm. We utilized them for planning around retirement, tax planning, cash flow, and asset allocation, among other areas. Aimee and her trusted partner Amber were exactly what we needed and more. First, I can not express enough how much confidence they instilled in us. We dove into a plethora of topics throughout our planning sessions and Aimee never failed to offer a robust conversation which was educational and informative. In short, she more than knows her stuff. Her recommendations and advise were clear and sound and delivered in a way that makes sometimes complex content to be very accessible. During all exchanges with Aimee and Amber they demonstrated a high level of understanding of our specific estate details, they didn’t miss a beat. Communications with them were seamless and they were both extremely responsive and organized at every step. While we didn’t utilize Keel Financial for our investment management as my husband enjoys handling this, we would not hesitate to do so in the future with a high degree of confidence.

James Tolson My partner does her banking here. Not a lot of staff here, at this location. But they make up for it with friendliness. The inside of the bank is pretty sterile but its a bank, so do not expect too much for ambience. We have been here when it has been extremely busy, so I would definitely stay away from here from 4:00 to 5:30 pm. I hope this helps you out.

Christina K This bank is absolutely amazing and has always accommodated whenever possible. I have not been disappointed at all. I have my auto loan through them, which the process entirely was a breeze from beginning to end. The staff at this location are so friendly, they are just the sweetest ladies! I feel like I am truly cared about when I go in, not like they are obligated to ask me how my day is. This location (Marysville Washington) is one that you do not have to have military i.d to get onto the base, to go to the bank. You do however, have to have it to shop at the thrift shop on base, the co-op stores or gas station. But you do not need your military i.d to get on base unless they have a threat, are doing a security check for some reason or something like that.. but I have only had that happen a couple times in the 10 years I have been banking with them. I highly recommend Navy Federal Credit Union for all of your banking needs! They are incredible in every single way!

C. S. Mike Vaughn was referred to my college-age son by his grandmother. He was very responsive to and knowledgeable about my sons questions regarding his first-ever tax (personal and business) return, his online business, and college financial aid implications. He also didnt charge an arm and a leg for his valuable service. We would highly recommend Mike to any business owner and working college student.

Vbx Donwon75 Had no problem with them they did just fine

Lottie Patten Lots of activities Spring. Grafting class. June. Blues & Brews. Music, drinks & food July. fire works, Blue Grass Festival August. Fair

Wyatt Huestis Ive never applied for a loan before; however, I had an amazing experience with United Finance: from start to finish, their team was really professional, transparent, and super supportive. They helped me secure a loan quickly and made the entire process feel smooth and stress-free. I really appreciated how they took the time to explain all my options and made sure I felt comfortable with my decisions. Highly recommend them to anyone looking for a trustworthy finance partner.

Adam Lang Kevin and his team saved our family $6,000 this year in health insurance premiums. Besides the premium savings, the policy they found has no deductible (only copays). Compare that to the $11,000 family deductible on the plan offered by my new employer (at $500 more per month), and you can see why I am proud to write this glowing, 5-star review for Kevin and Riverbend Insurance. Beyond the savings, Kevin was able to answer all of my questions and walk me through various scenarios (lots of doctor visits vs. few, specialists vs. regular visits, emergency care, etc.) in terms of plan and cost. Im the type of person who wants to understand all the details, which Im sure annoys many professionals. Kevin was incredibly patient and actually seemed happy that I wanted to have all our ducks in a row before pulling the trigger. I also had to follow up a few times after buying the policy to make sure I was clear on payment and policy number. His team answered the phone the first time I called and was able to answer my questions. Id recommend anyone who is looking for a better insurance rate to call Riverbend and let Kevin and his team do the work to find the best deal