Financial Insights Wealth Management - Tacoma (WA)

Cari Ota Janice is amazing! She has been doing my taxes for the last 7 years with great patience and sound advice. Recently, she even helped us with a great recommendation when buying our first home that saved us a lot of money by alerting us to a local program that our loan officer didnt even know about!

Chelsea Collins Im happy I compared options when I was searching for some affordable personal loans in Everett to pay off some bills. The terms of the agreement were reasonable, and the monthly payments are feasible.

Katie Francis Went to Edward Jones to work on mine and my husbands financial goals. We were greeted as soon as we entered, offered coffee and water, and went back with Osiel who was very knowledgeable, friendly, and had our best interest in mind. I absolutely recommend working with Edward Jones, especially Osiel, to reach your financial goals!!

Mike Meyer In planning for our future I was looking for a Financial Advisor I could trust to look out for our best interest and include me in the decision making. We found that in Joshua Moore at Mainsail Financial Group. Josh has been very knowledgeable and attentive to our wants and needs. He has also been very transparent in all our dealings and investments. I highly recommend Joshua Moore and Mainsail Financial Group for you financial needs and investments!

Kelly Walker-Archambeau Windora, did our small business taxes this year. She is amazing, friendly and very professional. Thank you Windora

Schar Olsen I have always been greeted with smiles and respect at this branch. Staff is always helpful and attentive to my needs, and wait times for service has been very low. I have been a client of this branch since 1975.

Spartan Rocker 420 Ashton was able to answer all my questions and open a new account for me in a friendly and expedient manner,it was a pleasure to do business with him. Thanks Ashton and banner bank