Financial Management Inc - Kennewick (WA)

Toby vanRoojen Worked with Joe for years with great success. Honest earnest advice I can trust.

Maria De Bruyn Kim has been very helpful in financial coaching for our personal finances and business coaching. She took our unique situation and gave us a way to track everything that worked for us. Each session was value-packed, making it worth the expense. With only a few months in, I can already see how we can achieve our goals much more quickly and efficiently. Kim is also very responsive and will answer any questions I have in between sessions, which is very helpful.

Nicole Delgadillo My first time working with an in-person, local lender was with Piero and I had nothing but a great experience with him. He handled everything on his end, stayed in contact, and stayed true to his word. He is very knowledgeable, hardworking, and cares about his clients and their needs. If you’re looking for a lender as a Real Estate Agent, or as a homebuyer, I would highly recommend Piero.

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Cynthia Koan My go-to for all things accounting!

Devin Drake The Best in the Business – Hands Down I never write reviews. But after decades of working with Kevin and his incredible team at Evergreen Home Loans, I feel compelled to share what an absolute gift they’ve been to me and my family. I’ve personally bought three homes through Kevin, and my parents have bought somewhere between 8 and 10. We’ve been with him for decades now, across multiple states (Washington and Arizona), and the experience has been nothing short of flawless every single time. Kevin is the kind of person you hope to find in any industry, but rarely do. He genuinely cares. He listens, he’s honest, and he goes above and beyond, every time. Whether it’s finding creative ways to get you into the home of your dreams or making sure you’re not overextending yourself financially, Kevin always puts people first. His integrity is unmatched. And his right hand, Natalie, is just as impressive, highly knowledgeable, ultra responsive, and incredibly kind. Together, they form the most dependable, communicative, and supportive team I’ve ever worked with. Kevin will literally bend over backwards for you. Day or night, if you have a question, an issue, a worry, he’s there. And he’ll stick with you until it’s resolved. He’s not just a loan officer. He’s an advocate, a problem solver, and someone you can trust without hesitation. I honestly feel indebted to Kevin, Natalie, and the entire team for what they’ve done for me, especially with my most recent home purchase. They’ve made what can be a stressful, overwhelming process feel smooth, safe, and even exciting. If you’re looking for someone who will have your back, get you the best deal, protect you from shady agents, secure the best loan rate, and treat you like family. Kevin is your guy. Period. Thank you, Kevin and Team Kevin. You are the definition of professionalism.