Evergreen Financial Services Inc - Wenatchee (WA)

Rebecca Janning We have been clients of Peter Carlo for decades, in Virginia, Washington and now Missouri. He is ALWAYS available to answer questions and is very patient about explaining ( and re-explaining) the details re managing our finances. When our CPA retired and we had trouble locating someone taking on new clients, Peter helped us research and connect with a new tax preparer even though we are several states away from his office in WA. My husband I are both natural “savers” but we have never had the savvy to make our own investment choices. We are much more comfortable in our retired years than we would have been without the management by Peter Carlo, backed by all the cumulative and proven expertise of the First Command gurus. It’s never too early to connect with a trusted financial advisor. If you are seeking one, I cannot recommend Peter enough.

Beau Mikel Jodie was very informative and was quick to provide any help and guidance that was needed to make our house buying experience straightforward and less stressful. She took time to find the best rates that we could get and we always felt we were in good hands. I highly recommend her and her team at Fairway Independent Mortgage.

Jackie Heisinger What would I do without all you folks! This library and all who operate it are outstanding! Bless their hearts for their professionalism, understanding and super nice attitude! Very helpful with kindness. Hats off to you all and thank you!

Gazelle Williams I have never experienced a long wait. However, during a recent visit to change my PIN, the representative mispronounced my name upon introduction and continuedto mispronouncedmy name. Despite providing identification and a debit card associated with a substantial account balance, the representative inquired about my occupation and expressed surprise at my response. The representative then proceeded to offer unsolicited financial advice, recommending a Certificate of Deposit and investment consultation. I declined these suggestions, explaining that I already work with a financial advisor. Further inquiries included my credit card provider, which I identified as a Credit Union. Despite my evident frustration, the representative persisted. I then stated my age and asserted my financial management capabilities. The representative then asked about my phone number and email, despite having previously used them for communication. When asked why she needed this information, the representative requested a positive rating on a customer satisfaction survey. I declined to provide a positive rating, citing the representatives inability to fulfill a simple request and her apparent lack of attentiveness. I will be going to the Marysville Bank of America in the future. I will wait in line.

Susan Kim Amazing team to work with!! Dan Stober is the best!!