Bright Road Wealth Management, LLC - Tacoma (WA)

Melanie Meng Xue Talking with Nick helped clarify my finances. He shared a lot of useful information. While it turned out now wasn’t quite the right time for me to hire his services, it was a good experience and I recommend him. No pressure, which I appreciated. May come back in the future.

Liz Sandin Great people!

Nestor Chavez I recently had the pleasure of working with Adam Hoover from Country Financial while shopping for insurance rates due to some changes in my circumstances. Even though I am not currently a customer, I was incredibly impressed by the experience. Adam was exceptionally welcoming, knowledgeable, and passionate about the insurance products he offers. He provided a comprehensive range of quotes, and although they didn’t work out for me this time, the exceptional service I received is worth noting. I hope to return soon as a customer of Adam. Highly recommend!

Aidan OCallaghan I am getting ready to retire. I contacted Stacy as I wanted to see if I was on the right path and not overlooking anything. Working with Stacy was awesome. She helped me devise a strategy for my goals and how to improve my portfolio. She was emphatic to my concerns and was patient with all my questions. Im so glad to have her in my corner for my retirement!

Elijah Schultz This bank is a very nice bank, and they do have your back, family friendly and positive environment for sure. Thank you self help for being my go to bank for almost a year now.

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.