Edward Jones - Financial Advisor: Brendan P Wood - Olympia (WA)

James Harper Sheri and her team at Shambala have been handling our taxes, employee payroll, etc. for many years. Always give sound advice (tough love) and makes sure our operation runs smooth. Anacortes Window Cleaning gives them 5 stars for quality, value, responsiveness and most important, trustworthiness.

Vbx Donwon75 Had no problem with them they did just fine

Rick DeChaineau Patrick consistently provides truly exceptional service! His initiative, expertise and attention to detail made the process of opening new retirement accounts, transferring money from another credit union, and moving it into CDs, extremely easy. He also ensured the initial savings accounts were closed once the money was moved so no monthly fees were incurred. He goes above and beyond, such as giving me a phone update on a transaction that occurred while I was out of the country. Patrick is an exemplary member of the Global CU team!

Carley Wecks Using Maxem advisors for over 25 years, my husband and I have been more than satisfied with the professionalism and competency of this group as well as their integrity and care for us. They have become family and we have recommended several members of our family to this service.

Sign Your Name I am writing here to WARN others who come to use the ATM here to be aware of a lady who was there last Sunday saying she sprayed something “adhesive.” First I thought she did that, perhaps, to wipe down germs after her use of the ATM. But then as I think again and saw her coming back in telling a guy next to me the same thing, I immediately thought RED FLAG. Then I realized that she was intentionally trying to get into other people’s space and violating their privacy. After I was done and sitting in my car for a second, I had seen that she still hasn’t left but came back inside again. I left but then decided to park close by to keep a lookout. Then I noticed that she changed parking spot. And came back inside again. I called a non emergency number and reported her. Had she not left I would have had a police come to “check up.”

CY Ben and his team has been the absolute most help of any lender or broker I have worked with. He is the ONLY one I ever bother reaching out to for any potential I come across. When you have Ben on your team theres a way to finance and close the deal. He never overlooks anything, explains everything so you can make the best decision. Forward thinking to the future potential always on your side. Thanks for everything Ben!

don pulisevich I have been with this tax accountant company for many years they are in my opinion one of the best. They will make sure that you have your taxes prepared properly.

Jason Schiffner This was my very first bank. After receiving my first pay check I drove until I found the first bank and this was it. So I opened an account. But I was always happy with them.