Conestoga Wealth Partners LLC - Gig Harbor (WA)

Jonica Chalcraft Foster Financial Services Inc is wonderful! I worked for the Federal Government for over 40 years. The planning for retirement just kind of snuck up on me. Three years before I retired I reached out to Jim and Linda for advice. They came out to meet with me and were just so amazing on what my options were. No pressure just a relaxing conversation on what I needed to live on and they brought up things I never even thought of. The personal service they provide is so nice....its more like hanging out with good friends rather than dealing with a huge corporation. I highly recommend adding Foster Financial Services to your Family!!!

Paris Evans The Retirement Solution is amazing, their investment advice is great and helps me better achieve my goals and worry less about finances. What life savers!

Mad Nomad Vitaliy is great to work with. I highly recommend working with him for all your financial needs. I appreciated his consultative and thorough approach.

GoAsk Chaz Our experience with Stone 8 Wealth Management, particularly with Robert Lo, was fantastic! Robert’s expertise, professionalism, personalized approach, and meticulous attention to detail made the cost worthwhile. From the moment we started working with him, we were impressed by his friendly, personable demeanor and his great sense of humor, which made the process enjoyable and informative. Robert offered insightful suggestions that we had not previously considered or were not aware of. His thorough analysis also helped us make crucial hard decisions with confidence. We couldnt be happier with the service and advice we received.

Joy Martinez Good experience but my Gosh, the guy working the front desk in the front on Aug 28th around 1pm. He was helping a younger lady with the name Megan. He called her up just fine. She then gets called by a different banker. He said “I’m helping her, just drop her back in the queue.” Then another banker calls Megan. He glares at the banker. The banker goes “did you grab her?” He says with the rudest tone “yes”. How are they supposed to know? Meanwhile my grandmother is standing up because she doesn’t have her card and didn’t know she could still use the kiosk. He says “ma’am you need to check in at the kiosk and wait your turn” so rude? But anyways. Next banker calls a different persons name. Nobody comes up. The rude guy yells “just grab whoever is first! Jesus Christ!” Across the whole building. I watched him be rude to 3 people in the span of 5 minutes and stopped paying attention after my grandmother got called. It was ridiculous. Quit if you don’t like your job or can’t be nice to people, especially the poor coworkers. It’s embarrassing to them you speak that way to them but more embarrassing you behave that way as an adult. Idk who he was but I believe his last name started with an R from afar. Has to be a hostile work environment with this guy.

Jim Adcock Ryan and his team at Fellowship Financial have done a great job with our retirement planning. A great group of people who are good at what they do. We feel secure in our ability to live the retirement life weve always wanted due to Ryans advice and work throughout the past 15 or so years. Recommend without reservation!