DG Financial - Raymond James - Puyallup (WA)

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!

Amanda Wolff Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.

Ariana Smith I read a lot of bad reviews, which I expected, its a collections company. But, a money hungry business refused to take payments from me and wanted what I owed them in full. I told them I couldnt do that, ever. So they sent me to small claims, for payment in full, AFTER they sold my bill. WWCB was very, VERY kind to me when I called and asked if I could make payments with them, a halt the small claims. Theyve been working with me for months now, and I am so thankful to them. Had they not been willing to help me I dont know where my family and I would be financially, in the ditch, most likely. Thank you guys!

Becky Jansen Love the staff who are always ready to help.

Ruby Mae Morgan While my taxes arent exactly super complex, theyre more than I can handle. I walked in without an appointment, and these folks bent over backwards to accommodate me the same day as quickly as possible. It is my pleasure to boldly claim that they are loads better than Jackson Hewitt. Youre going to pay about 15-20% more for Block Advisors, and youre going to be really happy about it because itll be worth every dime on your return after theyve gone well out of their way to find you every last dime the IRS owes you (*if* the IRS owes you). They even took the filing costs out of the refund for me since my budget was tight. It comes with an additional minor fee, but again, its worth it. The whole office seems to be filled with kind, gentle, sweet people, and next year, instead of being apprehensive about filing, Im eagerly strolling right down to their office instead with confidence.

Douglas Leese Doug is completely invested in the future and well being of his clients and his staff is superb. Thank you Doug and staff!!!