CSE Financial - Walla Walla (WA)

Mike Baker OBO my wife; she had a wonderful first experience at this location. While packing two kids and opening 2 accts. Not only were they all polite and helpful they also helped with our kids when they got restless. I highly recommend them!

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.

Bruce Huntoon Very poor. I provided requested paperwork in a timely manner. Months went by with little or no action on their part. I had a small claims court judgment in my favor. Evergreen claimed that they made several calls to the defendant but provided no documentation. Evergreen claimed they spoke with a person at Red Robin, the defendants place of employment, and was told the defendant no longer worked there. Evergreen would not provide that managers name. The following week, I met with a manager who confirmed the defendant was still employed. I informed Evergreen of this and provided the managers name. A week later, I lunched at the Red Robin and noticed the defendant working. I informed Evergreen. I hoped that the promised garnishment process would begin. Instead, later that same day, I was contacted by the owner of Evergreen who informed me that Evergreen would be returning all of the paperwork that I had provided to them and would be withdrawing from the case. Very unprofessional. Very disappointing. A waste of time. I did everything Evergreen requested and did not deserve them to waste my time and bail out on me.

Jasmine H I originally called in with questions and confusion because of another branch but after talking to Adrian I had my loan transferred and I refinanced. Adrian is very knowledgeable, super friendly and answered all my questions. The branch manager is also helpful and explains everything top to bottom. The interest rates are extremely high but when your back is against the wall its worth it.

Amythest Follin The Best People Ever!!! If you are in this area and need help. These are your people! They might not be able to do everything but they Will do what they Can, and point you in the Right Direction. They have made a HUGE difference for me, when I was in a difficult spot, in a place I didnt know. Thank you all so much

Kristin DeCou The United Way of Clallam County is one of the most, if not THE most, actively engaged non-profits in our community. They support a network of local agencies by providing funding for safe and stable housing, employment, and strong & secure families. They also serve as a leader in diversity, equity and inclusion efforts to build equity throughout the nonprofit sector and into the larger community of Clallam County. I cant say enough positive things about their leadership and community impact.

Peter Pecora Had to transfer some stock certificates, and the staff at the Bellevue office were terrific to work with. They carefully reviewed the forms and noted where there was missing information. And then Jasmine and Cassidy quickly finalized the packet so it could be sent in that days overnight mail. The short-term parking and validated longer term parking makes it easy to go to their office. Highly recommend this very professional team!