Brad Berger - Financial Advisor, Ameriprise Financial Services, LLC - Tacoma (WA)

Nicolas Stimac Jaeger and Jason have helped immensely with managing my portfolio, especially through such a volatile market. I’m very thankful for the Green Jay team and highly recommend their services.

Bruce Gonser Knowledgeable! Fiduciary .

Jim Fifield Very thorough and still faster than most others I’ve used. Prices are reasonable. I recommend them to my friends when asked who I use.

trevor Doe Amazing people

Liza Bear I have been with this agency for several years. Small town personal service!

Brent Ross The team at SNA financial is truly amazing. Grateful for them.

Jacob Thomas Very helpful and nice staff. Helped me sort out a policy swiftly.

Carol Sprague I was extremely happy with my experience at the Wenatchee WA location. It took no time at all to go through the paperwork and my money was in my bank account the very next morning. Simona was amazing, very personable, professional and a real pleasure to do business with. Excellent customer service. I would recommend this company and this branch highly.

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.