Financial Advocates - Olympia (WA)

MizzAugust “MizzAugust” If my Mother could see (but she has passed on) how shabbily they have treated me with the money she left me, she would grab it right away from them. They have taken an amendment in her will and changed it to meet their needs= keeping ALL the money, turned down my health needs, told me- MY MEDICAID COULD TAKE CARE OF ME, IHAVE BEEN OFFERED MORE MONTHLY MONEY, IN EXCHANGE FOR NEVER USING MY MONEY FOR MY HEALTH NEEDS, DO NOT EVER LEAVE YOUR MONEY FOR YOUR LOVED ONES, IN THE HANDS OF THIS BANK!! A COMPLETE & TOTAL HORROR SHOW, AMAZINGLY GREEDY. I AM HER ONLY CHILD.

Chuck Robinson Sam has been a terrific help to us in understanding and managing our investment portfolio. He doesn’t take a cookie cutter approach to investing. Instead he carefully assesses individual goals and needs and makes appropriate suggestions and recommendations. We love working with him. And, would be remiss in not mentioning how great Kelli is in managing the details of our account. It’s hard to imagine having a better financial advisor.

Rob Whitmore They have been able to handle any issues Ive had.

Natasha Martens Long before I became an employee Ive been a client. My husband and I are business clients as well as individual tax clients and have been for well over 14 years. The great staff, services offered and attention to detail at this business provide full service accounting support from payroll, to taxes, bookkeeping and planning. With a specialty in helping small businesses like ours we have felt supported and confident in the services we receive. We couldnt be happier with Inspire Advisors.

Lisa P Very helpful, courteous and knowledgeable. We feel we are in good hands.