Copper Financial Group - Silverdale (WA)

Lani Sordello We have always had excellent service with the Seattle branch of Fidelity. Recently Caro Jimenez has helped us and she wowed us with her professionalism, knowledge and excellent customer service.

Dana Uyeta Beth is the best title rep I’ve met. She has been so helpful and patient. She brings a lot of value to my business with her knowledge. She’s helping me create my own lead gen funnels rather than buying them. Much appreciated, Beth. Dana

Paul Houser Went in the branch for a simple transaction in my mind. Deposit cash into one of my drivers account so the funds are available immediately for his timed payments. Was informed that they wont take cash as a deposit into someone elses account. I can do a money order which will have an immediate hold. Or zelle. I wasnt happy I was mad. So I get loud want to see the manager. I wait. The manager seems free so I enter the cubicle chandlers there. I say are you the manager? No can I help you? Yes the manager ....can I see if I can help you? Yeah the manager! So then I tell him what need he exclaims that the policy is correct. So I ask again for the manager! He points to the next cubicle. From that cubicle echoes the voice of an angel with starlight in her eyes and love in her heart. Katie says come on in here honey I will see what I can do. We talked we laughed she was hawt. She couldve melted asphalt in January in northern Wisconsin. She approved the deposit. With a smile on her face warmth in her heart I even got a hug. Her husband is a very lucky man. Total reversal of attitude on my part. Thank you everyone there.

Matthew Reynolds Although I didnt wind up becoming a client (at least not yet), I want to publicly thank Lindsey and her team for their advice and referrals. My experience here as a prospective client has been solidly positive.

P SCOTT I have been with Kevin for over 20 years. He has taken great care of my investment portfolio, always offering solid advice and recommendations and consistently growing my principle.