Edward Jones - Financial Advisor: Steve Vircks, CFP®|AAMS® - Renton (WA)

Terri Moore Jeramey has managed my parents retirement accounts for many years. After seeing how well he managed their money, I moved my investments to him and have been very happy. I have found he and Sarah to always be very responsive and attentive to my needs and I feel assured during these volatile times that my assets are in good hands.

Clark Lane I have enjoyed working with Dave and Jonathon. They have made me money and I feel my money is secure in their hands. My wife had a issue with her Dads account (outside or The Altmeyer Group) and Jonathon was will to help resolve the issue for her at NO charge. Thank you Jonathon.

Kristina Friebe Sylvia is really the best! She has been preparing our taxes for a few yrs now and does great work! Very knowledgeable about QB too! High recommended

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!

Scott Thorkelson Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance. Thank you for your time Mike!

Frank Riordan Curtis and his team have been wonderful to work with over the years! They’ve been very patient with me as I change out vehicles and make modifications to my policies. I always feel I’m getting the very best service and advice.