Cascade View Wealth Management - Ameriprise Financial Services, LLC - Tacoma (WA)

Kim Main Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs. Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected. His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success. Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!

Ashlie Donohue Weve been banking with them a little over a year now... we love this branch, everyone is always so welcoming and friendly. I had issues with my online banking app, and they took the time to figure it out, and got it working before I left. The management is knowledgeable and professional. The staff remembers us when we walk in which is important because it makes customers feel more comfortable and that they matter. Thank you Marysville branch

Sarah Collins We appreciated how available everyone was to answer questions or walk us through things we may not understand. They were always quick to provide us with a check list of what needed to get done ASAP so we knew what the priorities were, which made the entire process incredibly smooth.

Ben Johnson Robert and his team at 1st Security Bank made our home buying process seamless and stress-free. Through the whole process, they were all very communicative and treated us as though we were family. We will definitely be using them again for any future home purchases.

Daimen Boni Great company with your best interests in hand. Very transparent and deliver outstanding customer service. We highly recommend. Stan Webb is the best!

Lori Olds Personal I am grateful for Leana Mason’s knowledge and expertise in the insurance and debt elimination space. Because of her diverse knowledge I have confidence that she will always be able to help me accomplish my goals of protecting my family. She goes above and beyond the call of duty to help her clients do what is best for their personal peace of mind and goals.

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

joe jonart extremely informative and helpful. Great website, and the ability to contact folks on the phone if necessary. Thanks.