Brudi Wealth Management Group - Kelso (WA)

Lani Sordello We have always had excellent service with the Seattle branch of Fidelity. Recently Caro Jimenez has helped us and she wowed us with her professionalism, knowledge and excellent customer service.

Oanh Nguyen Knowledgeable staffs , the best financial advisor ....I feel at peace with my pofolio that he created for my retirement.

Helene Rayevich Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.

Stephanie Patrick Mike and I worked with a client for the past 2 years or so. It was difficult to get him to pull the trigger. He didnt want to be in a multiple offer situation but because of his price point and type of home its been in very high demand. Because Mike was able to close in 21 days, we finally won and we got them a fantastic home! Mike was very communicative throughout the process and I appreciated his knowledge and expertise. Thank you Mike, a job well done!

p griff I have never before written a business review, but Danielle Rivers definitely deserves my praise. Over a number of years, she has consistently guided my financial decisions in a professional and friendly manner. Professionally, she is bright and clear in her explanations of my options. She listens first, which is very important. She pays attention. She follows through. She continues to improve her own command of her profession. Personally, she is kind and understanding and someone this conservative and cautious person has learned to trust. I am happy to recommend her as a valued financial advisor and lovely human being.

Travis Forcier Refused to disclose the location of the vehicle to retrieve personal items. Which is illegal btw. Have called multiple times, Tammy is very rude an unpleasant to speak with. This is a P.S.A do not do business with them they should face criminal charges for there tactics to fraud there consumers. I believe ever negative review I just read about them after personally experiencing 90% of it for myself. IT DONT MATTER IF YOU MAKE YOUR PAYMENTS ON TIME THEY FIND AWAY TO TAKE THE CAR FROM YOU WHEN YOU ONLY HAVE A FEW PAYMENTS LEFT.