Exact Financial Group - Renton (WA)

Sylvia VonFeldt Laurie Elliott at OCC is AMAZING. She is so very helpful and goes the extra mile to make sure we are informed and assisting us to get our invoiced paid. Appreciate the time and attention she has given us every time we call.

Laurence Larson Fortunately for me, when I became a SAM client, Ryan Walker became my client relationship manager. He has been outstanding. Over the course of the last 2 ½ years, I have posed many questions and sought his assistance and guidance frequently, and he has always been very professional and accessible, responding promptly and in a friendly manner, exercising patience whenever appropriate. He is also very organized. He initiates and encourages periodic meetings to review portfolio performance, the wealth plan he helped me develop, and other topics I wish to discuss. He always prepares an agenda for these meetings, makes certain that everything is covered, and follows through on any action items. Finally, he is relatable and very friendly so I feel free to approach him without hesitation.

Penny Walden Ehrin Stumpges provides us with clear options for home and auto insurance, including discounts available, and exact costs. He has helped us process claims and its always easy to contact him.

Valerie Graham Tony helped our family move 3 separate retirements from different managers and open a new plan for our little girl as well. He was there to answer every question about what was needed to move the accounts (no thinking involved on my side!) and we hardly had to do a thing. We’re happy to have such important assets with someone we can trust to look after them and not have to be concerned if decisions being made are for a company’s gain instead of our own.

Michelle Z. We’ve been using them for over 20 years! Always happy. Sound advice, solid work.

Kyle Schauble Not sure why that review was for Northwestern Mutual, Ted Vause works at Pillar Financial. Not Northwestern Mutual

crystal amell Great place but lots of stairs