Edward Jones - Financial Advisor: Charles J Dietrich - Lakewood (WA)

George Asan Kris was enjoyable to work with and shared with us a complete understanding of our automobile needs.

Bruce Gonser Knowledgeable! Fiduciary .

Maria Blasquez I can’t recommend Scott enough! He has gone above and beyond to make sure I’m well taken care of, and his customer service is truly unmatched. From the moment I reached out, he listened to all my concerns, answered every question, and worked hard to make sure I understood all my options. I was previously with Progressive and felt like I was being overcharged. Scott stepped in, cut my rate in half instantly, and did everything in his power to help me save as much as possible. He genuinely looks out for his clients and goes the extra mile to find the best coverage at the best price. He is an honest person, he will also let you know of he can help you save or not. If you’re looking for someone trustworthy, knowledgeable, and truly committed to helping you, Scott is the one!

Greg Lee Excellent financial planner! Looks out for your best interests. Very accommodating to schedule meeting times.

Kathy Ziehnert Very caring, informative and helpful.

Mitsy Hunter Mikes consultations are highly personal—theres no cookie cutter one-size-fits-all solution at Tru FInancial. He’s knowledgeable, and is willing to take the time to share his knowledge with his clients. I always know what I’m investing in with Mike, and I trust his advice. I think Mikes approach to is attractive to people who may have felt condescended to or bowled over in their financial planning in the past. I used to get nervous when it was time for the yearly financial review, but with Mike, I feel in control, have clear goals, and know where to turn when I have questions or concerns. He gets my five stars!

Mark Winters I would NOT recommend investing with 3 Rivers Financial Group. From previous interactions I have had with them it is my opinion that they do not have your best interest in mind. Working with them has been a nightmare since we had a family member pass away. They made things more difficult for us then it needed to be to get information and then made us feel bad about choosing a different financial advising firm. One of their office employees told us they had spent a lot of time working on the account and expressed displeasure over our decision to move the funds because they had essentially wasted their time on us. Not ideal when we are grieving the loss of a family member. I would recommend you to consider moving funds away from them if they currently manage your portfolio and to stay away if you are considering them. - Mark W.