Family Financial Services - Wenatchee (WA)

Lizzy Blessing Stephanie was a pleasure to work with and always accommodating! When you need something she will always find a way. She asked if I needed and envelope today and I prefer rubber bands. She went above and beyond and went a looked for some for me today!

Dennis Bigness Kevin is a trusted partner that provides institutional level insights & strategies in a very personal, high touch relationship.

Vbx Donwon75 Had no problem with them they did just fine

Crystal R Haynes H&R is the best! I called last minute today and they got us done in a fabulous timely manner! I was greeted upon entry and given personal attention when I dropped off our docs! They explained in great deal what to expect! I appreciate the personal feeling and how welcoming the service was!

Brad Sipperley Steele Capital Management has been a game‑changer for my financial future. From our first consultation, their team took the time to understand my goals and risk tolerance, then crafted a clear, personalized strategy that’s already paying off. I’m especially impressed by their transparency—monthly performance updates are easy to follow, and every question I’ve had (big or small) is answered promptly with real insight. It’s rare to find a firm that combines deep expertise with genuine care, but Steele Capital does exactly that. If you want a partner who treats your money like their own and keeps you in the loop every step of the way, look no further. Highly recommended!

Lauren Purvis The student advisors and other staff are super helpful when things get complicated. I was having a problem with MyCAA website being down, and the staff helped me getting everything I needed prepped and ready to go for when it came back up to create my voucher and pay my tuition. If one of them isnt sure they dont just tell you "I dont know" they try and find someone who would know which is something I love. They dont just leave you lost and confused. Erin was my student advisor who helped build my plan and everything and I loved her shes super sweet and fun!

Larz Hofius Choosing Bill Arnold as our financial advisor has been one of our best choices. His knowledge of retirement planning and his ability to evaluate our retirement goals has been extremely helpful. Highly recommended!