Financial Insights Wealth Management - Tacoma (WA)

Nathan Braaten Fast friendly service! Always ready to take care of account needs.

Lorien Peterson I love the ladies at my local Heritage Bank. We live in a small community, and you definitely get that amazing Hometown feel when you bank here. You feel known, and special. Youre always greeted with a smile, and they work efficiently and quick. Its tough with COVID not being able to go inside the bank, and the girls really go as fast as they can in the drive-thru. I also love the perks that come with using my debit card, and the manager, Laura did a fantastic job helping our small business with the PPP loan last year. We couldnt be more grateful Laura, thank you. I cant rave enough about the ladies at Heritage Bank. Thank you for all your hard work, positive attitudes, and dedication to a job well done. :)

Monica Lowe After realizing that a place like Fidelity was for-profit (they dont work FOR you, they work to make their own money!), I was looking for a fiduciary to manage my investments properly. Shelley was super friendly, helpful, and explained everything so I understood. In her care, mine, my husbands, and my mothers IRAs have grown substantially, even through the ups and downs of the last couple of years. Yes, a fiduciary costs more, but as a company that is legally bound to work in my best interests, I still have made more on my investments than I did in over 5 years with Fidelity. And with my mother now living off her IRA, the ability to do an automatic payment every month has been such a time and energy saver. I love the future planning, as well - now we have a clear vision of what we need to retire, and Ive even gotten informational calls when theres been upheaval in the market. Shelley and Ryan have been nothing but wonderful, and I have every confidence in them (and we arent huge investors, but I never felt like our little bit was less worthy of attention from her office. I appreciate that!)

Ashley Sawyers I totally would recommend United Finance. Linda is the best!! Thanks for all you do. :)

Elisabeth Allen Nick is knowledgeable, gives sound advise, makes himself available, and contributes to the community! And, his Assistant, Nicole, is a gem. Keeps things in order!

Matthew Allen Bryan Colman has been my finacial advisor with First Command for the past 9 years, and I couldn’t be happier with the customer service I’ve received from him throughout all these years. I trust no one more when it comes to sound finacial advice than that of Bryan’s. The peace of mind I get knowing he wants to set me up for success is worth its weight in gold. Whenever I have a question regarding money, expenses, budgeting, etc, I know I can reach out to him for assistance. In the early years when working with him, he was one of the voice of guidance that helped level the bubble with my budget. This helped me realized how wasteful I’ve been with spending money. He helped guide me with establishing my portfolio, TSP, life insurance and Roth IRA. You can tell he is passionate in this role as an advisor and only wants what’s best for his customers. He is an expert in his craft and loves every moment of what he does. 11/10 and if you chose Bryan as your advisor, you are in safe hands.

Jordan Page Windora Bradburn is a God-send. Through a clerical error on my end, I unknowingly owed 6 months of penalties that she got completely abated!!! She is a fighter for her clients and is extremely easy to work with. Very knowledgeable, and highly recommended!!!