Cook Wealth Management - Oak Harbor (WA)

Barb weiler I was not sure what to do with my 401k accounts when I was downsized from my job, Scott listened, asked the questions, analyzed my risk tolerance and future needs for retirement. He made the transfer of funds process easy and understandable! I recommend Scott for anyone interested an advisor who will listen to your needs, wants and he will explain if you do not understand!

VICKI ROHR Perfect, always helpful

Chris Ellis I love the Federal Way branch team they are all very helpful friendly and the service is great excellence! Love the new branch location it’s very nice and open One great working together as a team efficient teamwork! Not only certain employees everyone! I love this credit union. I started my account many years ago. Only had to start my account with only $5 to open. No fees and love the fraud protection on my accounts. Five stars very good to your members! Thank you thank you! Thank you Jocelyn for helping me build my credit with credit card services. Kimi has helped me ways of saving my monies, She provided me guidance on setting aside funds. Kimi is kind, and thoughtful. Also, assisting my sister help her understand banking needs. I will never leave the credit union. This is how I look at the credit union. Thank you. I really mean everything I say. I loved Alaska USA and I love Global!

Duy We are very fortunate to have met Sean from Elderrock Financial. My wife and I are new to portfolio management and Sean was very understanding. He took his time in explaining portfolio management and has been very responsive to our questions. He helped us identify what we wanted and compared various options that gave us the most benefit. Its great to be working with a fiduciary because we know he has our best interest. Sean is a wealth of experience and we highly recommend him!

Cascadia Heritage Farm I had a fantastic experience working with Roger Elton at COUNTRY Financial. He helped me seamlessly combine my auto, umbrella, rental, and farm insurance policies, resulting in significant savings. Roger is a pleasure to work with—knowledgeable, professional, and always looking out for his clients best interests. His wonderful staff is also incredibly helpful and responsive, always available to answer any questions. If youre looking for a reliable and trustworthy insurance agent, I highly recommend Roger and the Elton Group!