Dennis Bloom - Olympia (WA)

Aidan OCallaghan I am getting ready to retire. I contacted Stacy as I wanted to see if I was on the right path and not overlooking anything. Working with Stacy was awesome. She helped me devise a strategy for my goals and how to improve my portfolio. She was emphatic to my concerns and was patient with all my questions. Im so glad to have her in my corner for my retirement!

Jeremy N Nick did a spectacular job for us! He saved us over $1,000 on our home and auto insurance while being completely clear, concise, and prompt. His communication was excellent—he always called back quickly and was there when he said he would be. Nick was totally friendly and made sure every detail was covered, crossing every “T” and dotting every “I.” Unlike other agencies, he really took the time to help us. I highly recommend Tammy Cotton Insurance for anyone looking for great service and big savings!

Victor H I appreciate the tremendous effort it took to help me get through the auto loan refinance. Rachel was friendly and prompt in guiding me through the entire process. I love being a member here. T

Shelley T. Mitchell W. was so wonderful and kind. We came about half an hour before closing to make a check deposit and he was so helpful and friendly each step of the way. Bank of America should feel so happy to have someone like him representing their bank.

kat91175 We met Joe through Dave Ramsey smartvestor pro search. He truly has a heart of a teacher and has his clients best interest in mind. Investing can be super confusing and complex. He simplifies everything so regular people can understand it. We have been with him for years. I always feel better about our financial situation after meeting with him.

Cheryl Forsman These lady are very helpful and enjoyable to do business with. Moving from Mtn. Home, Idaho and spoiled at that branch Robie took very good care of us. They gal do to. Thank you.

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!