CAPSTONE Investment Group, LLC - Olympia (WA)

Amanda Wolff Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.

Victor H I appreciate the tremendous effort it took to help me get through the auto loan refinance. Rachel was friendly and prompt in guiding me through the entire process. I love being a member here. T

Natalie Gonzalez If you’re looking for a knowledgeable and customer focused insurance team, The Elton Group at Country Financial in Anacortes, WA, is an excellent choice.

Greg Lee Excellent financial planner! Looks out for your best interests. Very accommodating to schedule meeting times.

Claire Beszhak I’ve just recently starting to explore long-term financial planning, and the team at West Invest has been incredible. They’ve walked me through every step with so much patience. Thanks to them I feel like I have a solid roadmap. Highly, highly recommend!

Jonah S I’d like to share my experience setting up a new account with global. We worked with Dagem who took his time with us and went above and beyond to make us feel taken care of. Will be referring other family members in the near future.

Nancy Sargent-Johnson Employees are very friendly, helpful, and efficient. It is also greatly appreciated that local STCU staff individually support our community by attending fundraisers and volunteering for local nonprofit organizations.