Creative Planning - Walla Walla (WA)

Angel Torres I can’t say enough about how grateful I am for Gerad Nucci and his team. They made my home purchase feel seamless and even managed to get me closed earlier than my original closing date. I moved to Port Angeles on just four weeks’ notice, starting a new job, living in a temporary rental, and trying to juggle everything at once. As a first-time homeowner, I put my full trust in my agent AJ and in Gerad and his team—and they absolutely took care of me. Their professionalism, communication, and dedication gave me peace of mind during a very stressful time. I would recommend them without hesitation, especially to the people I love most. Thank you, Gerad and team, for the incredible work you did for me. I’ll be forever grateful. - Angel

Ann Dingwall Ken and his team are great! Very attentive and always has the time to talk and explain. Ken does a great job explaining investments so that its easy to understand for those that are new to financial management and investing. I am thankful to have his help and guidance.

Busky Gogo Heritage Burlington branch stepped up and provided me with a small business loan where none of the 6 other banks I had visited gave me the time of day. I have since sold the business and paid off the loan in full but my experience with them for the 7 years we were in business was all positive. Being a first time business owner I had many questions and they were always very willing to answer them and guided me through the process all the way. I now use the Anacortes branch for personal use and have had good experiences with them as well.

Kath zhao We really appreciate Karla Nguyen’ greatest and kindest service. Very professional and warm support for us for a new account opening. Definitely recommend her to everyone.

Martin Hogrefe I was treated with respect by my tax pro. She walked me through the whole process step by step making sure I understood everything. She got me the maximum refund I could get. Plus she went above and beyond her job and helped me with a possible scam. I like my tax pro, she always takes very good care of me.

Rafael Cotto Great customer service. Explained well before I signed what I was signing. They care about the person. Recommend!

Peyton Opened an account very simple process! Laura was super helpful!