Bright Road Wealth Management, LLC - Tacoma (WA)

Christine Lancia Chris is passionate about his clients and brings a wealth of knowledge, experience, and wisdom to the table. Chris and his team provide a friendly, personally tailored experience that makes working with them (and your accounts) enjoyable and rewarding. Chris was my first financial advisor and Ive been a FC client since 2015. After a relocation, I sought Chris out when FC transferred my accounts to a different advisor who was not meeting my expectations. He took the time to receive my account and even pursued an Ohio state licensure to maintain me as a client. He’s been most helpful with managing my retirement accounts when I changed careers. I’m quite pleased with the service and advice Chris and his team provides. Just give him a call and set up a meeting to see what he’s all about.

Jeremy Friedland I have been working with Gaston for almost two years now, and am very impressed with how up to date he is with my financial portfolio. The attention that he shows me makes me feel like I am his only client, but since he continues to win High Achiever awards, Im pretty sure he keeps his calendar full with lots of other clients. I would recommend sitting down with Gaston and let him show you how to be smart with your money.

Leah Hamby My experience with Mrs. Zapata has been excellent and I highly recommend her services. She has consistently performed my financial documents accurately and without error. I don’t know a lot about legal financial laws, and I definitely don’t have time to look them up. When it comes to getting my documentation to the IRS, I need a professional I can trust. I have worked with her for well over 10 years and I’m always met with her great positive energy. If you’re looking for someone easy to understand reliable and accurate, She’s your lady!

WellDressedLadd -_- Great

Greg Grillo In my professional career, Ive used many planning and investing resources. However, none have impacted my life like Draggoo Financial Group, and I only wish Id had the opportunity to work with them earlier. The depth of knowledge, expertise, and empathy for the individual journey is unmatched. If you want a holistic planning resource that covers all the bases, just align with them. Life is always in transition; Braden and his team give priceless guidance to move confidently to the next step.

Marijana Ruiz Weve been banking with WSECU for 20 hrs. We love our bank, customer services, products they offer, ease of online banking and their cyber security. Zero complaints for 20 yrs. We also feel good about banking with a local credit union instead of a big bank.