Financial Insights Wealth Management - Tacoma (WA)

Kevin Dawes We have used Debbie Z as our tax accountant for the last 12 or 13 years. We left Walla Walla but we still send everything to her each year because of her professionalism, our trust in her, and her obvious complete knowledge of the always changing tax code. Use Debbie Zs company with complete confidence!

joann darrah Angie and her team are not only friendly, but extremely knowledgeable. Trustworthy and genuine are the two adjectives that best describe these people. I am so thankful for being referred to her.

Dustin Thomas Jeremy is intelligent and polite. He uses great terminology to help someone like myself understand finances and investments!

Kyle Welke Western Union opens at 9 and close at 9 but here they open and close whenever they feel like it. Today they open at 9:30 and close at 7 so Im standing here late for work and its 9:29 and no here yet.

Aaron Fell Great customer service. Rebecca has been our account manager and we can’t speak highly enough about her. Company is very reasonable my priced but when compared to the value they’re extremely underpriced. High high value company.

shawn kropi Great bank with friendly tellers.