Cornerstone Financial Strategies - Tacoma (WA)

Joe Schodowski I have banked with 1st Security for years, both on the personal and business side and couldnt be happier. Their knowledgeable staff helped our business weather the storm of the pandemic through two rounds of PPP loans. Thanks to their dedication to their customers and their knowledge of banking, their customers, us included, were some of the few local business that were able to take advantage of the 1st round of PPP funding. The same cant be said for other so-called "local banks." 1st Security epitomizes "community banking." Its like Cheers; everyone knows your name and theyre always glad you came! I know changing banks can be an arduous process, but do yourself a favor and consider transferring your accounts to 1st Security. You wont be disappointed!

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!

Larz Hofius Choosing Bill Arnold as our financial advisor has been one of our best choices. His knowledge of retirement planning and his ability to evaluate our retirement goals has been extremely helpful. Highly recommended!

Mrk Snchz Communication is excellent. We used another firm & really didnt know why they did & didnt do certain things. Not the case here. We knew exactly why we couldnt use money put into a certain investment as a write-off. While that really stinks, at least we understood why. More importantly, he explained what we needed to do with it for next years taxes to get the biggest return. And he was less expensive than the firm we used the year prior

kolobogs69 As I planned for my retirement several years before I was ready (having enough money) I made appointments with several competitors of Harlow wealth management. I sat down with representatives and got the entire sales pitch of what they could do for me and how much it would cost me in fees. Harlow wealth management had the clearest and most concise answers for me regarding when a I could comfortably retire and how much income I could collect every month as income. They also gave me accurate numbers of how much I will have at any age up until death to pass onto my children. The service is absolutely top notch. Every person I have dealt with has been very accommodating and quick to act on my needs. I also would like to add that they charge the lowest fees!! Great company and Im getting great results in my investments. Thanks Harlow Team!

Addy Cook-Clare I have no clue what the negative review is about. Gracie was referred to me by a client who was raving about her due to the status of their investments. I had a wonderful experience with Gracie and staff. Very responsive, professional, and profitable. Would recommend Gracie to anyone who needs financial advice or investment expertise. Thank you so much!!

Carol Sprague I was extremely happy with my experience at the Wenatchee WA location. It took no time at all to go through the paperwork and my money was in my bank account the very next morning. Simona was amazing, very personable, professional and a real pleasure to do business with. Excellent customer service. I would recommend this company and this branch highly.