Catalyst Financial Advisors and Associates - Federal Way (WA)

Bruce Huntoon Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.

Luke Andrewjeski Solid quality tax management.

Mark Henning Brad is very personable and listens to our needs and goals. I feel very comfortable with him helping manage our assets and working towards retirement. He is not high pressure like many advisers and we appreciate that. Thank you Brad.

Gary Helm Edward Jones are always professional and helpful. They have been our financial advisor for many years.

sandi lookin I love the location convenience!! I love the NEW futuristic drive-thru ATM at the Belfair location...I just wish the other locations would upgrade

Sherm Russell Mike Perry is one of the most professional people i know, hes been a long time financial advisor for me and my wife i highly recommend him and staff.

Mindy Perkins Misty Palmer and Angie Williams were fantastic to work with from start to finish in the process of purchasing a home in the Port Angeles area/Sequim area while living several hours away. We were informed what to expect at each step and given clear direction on what to do. Misty responded quickly to all inquiries, no matter the day or time—including a mid-day rush request on Father’s Day! Misty outlined financing options for us when we began the home buying process, answered all of our questions, and continued to be supportive when we changed directions twice during the home buying process! Much appreciation and thanks to her and her team!