Brittany Howells - Loan Officer, Life Mortgage - Longview (WA)

Trudy Gaytan Always a pleasure to meet with Dave about my finances. Ive been retired for over 4 years and I can depend on him for staying up to date on tax laws and keeping me informed.

Mitsy Hunter Mikes consultations are highly personal—theres no cookie cutter one-size-fits-all solution at Tru FInancial. He’s knowledgeable, and is willing to take the time to share his knowledge with his clients. I always know what I’m investing in with Mike, and I trust his advice. I think Mikes approach to is attractive to people who may have felt condescended to or bowled over in their financial planning in the past. I used to get nervous when it was time for the yearly financial review, but with Mike, I feel in control, have clear goals, and know where to turn when I have questions or concerns. He gets my five stars!

Birgit Mitchell This is the greatest Bank. Old-fashioned HUMAN SERVICE!! Always nice people. So helpful! I love them Ive been with them for 25 years. ( Started when I was U of W Seattle). Yes they have an ATM. When they get an international wire transfer number they will be beyond perfect , but since they probably never will since they are technically a credit union- its OK. I will always still bank here.

Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.

Charlie Van liew Mandy is incredible. As a new business owner, my first year filing taxes was daunting and filled with anxiety and mystery. Mandy was reassuring and helpful at every stage and helped me understand my business from a tax standpoint. She gave me examples to help create my financial reports and itemized documentation I needed to submit for filing. I wholeheartedly recommend Pillar Rock and Mandy for all your personal and business Tax filing needs.

Sarah Giddings I’ve gone here for years, and I don’t want to ever go anywhere else. I love those girls to death and they always work with me to make sure I stay happy and get the best price! Love it!