David Lukov - Mutual of Omaha - Mount Vernon (WA)

Isaiah White Kiana Green did a great job assisting me. I deeply appreciate that she answered every question I had in taking care of my account.

Maria Robles Richter Financial Partners have been amazing in helping guide us to meet our long term financial goals.

Toril Schoepfer Scott of Slusser Financial LLC takes time to really educate his clients on managing finances and investments whether its personal, business needs, or estate planning strategies. He cares and helps protect what matters to you most! We highly recommend him because he is one of the best! Scott has the biggest heart and is a ROCKSTAR!

Mindy Perkins Misty Palmer and Angie Williams were fantastic to work with from start to finish in the process of purchasing a home in the Port Angeles area/Sequim area while living several hours away. We were informed what to expect at each step and given clear direction on what to do. Misty responded quickly to all inquiries, no matter the day or time—including a mid-day rush request on Father’s Day! Misty outlined financing options for us when we began the home buying process, answered all of our questions, and continued to be supportive when we changed directions twice during the home buying process! Much appreciation and thanks to her and her team!

PianoJeff JPG I have been with Skyline Advisors for 2 1/2 years now. Working with Mark Wallace has been consistently great. He is patient, caring and thorough in his handling of my finances. He is equally principled and passionate about small details as well as the big picture pertaining to long-term planning. Mark was highly recommended to me by a trusted friend, and I in turn will always recommend him and Skyline to others! Jeffrey Gilliam

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!

Sra. Chula I have been with CFCU for 30 yrs, and will never leave. I opened my first account when I was 17 and now my adult kids and mama all have accounts. When we decided to open a business, of course we had to see Tara. Tara made the process so smooth and stress free. Then when it was time to get my husbands dream truck, she was with us the whole way. She was even available via phone the 6 hours we sat at the dealership!! I absolutely love going into the Tacoma branch and being welcomed by Tara and the amazing team. She truly enjoys her work and is always willing to help out. Thank you Tara for being a huge part of our success. Tara Shovan is my person!— Kali C.