Equipment Finance Solutions - Wenatchee (WA)

Ethan Armstrong Simple to process, easy communication, helpful service, and swift completion. After multiple years of using online tax sites, we found that we had been missing large amounts from previous refunds. Neal, from Hearthstone CPA expertly helped us get what we were supposed to with speed and a patience that helped me concentrate on my job while deployed, and eased my wifes concerns at home.

Brian Giesler I really enjoy working with the team at Columbia River Financial Group. They’re professional, no-nonsense, and just wonderful people to deal with. Always straightforward and easy to work with—highly recommend!

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!!

Jake W Pre-application meetings for building permits were easy to schedule and helpful in getting specific questions answered regarding the municipal code. Nice folks that seem to care about their community.

Josh Hartmann I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

DeLynn Great customer service and great tax services! I had 3 years of taxes to do and they took them and worked their magic! Thank you very much!

Christopher Navarro The new live stream tellers are Awesome! I deposited a check at 8am this morning. Didnt have to wait until 9am!! Love this Bank, love Ashley my teller @ the Kingston branch who helped me.