Financial Services - Cheney (WA)

Josh Smylie New owner same white

Angelina Riches Jared VanDine was absolutely outstanding!! Such great energy and very welcoming!! He has such amazing passion for what he does and I can visibly see that without even talking to him! He has great leadership and communication skills it’s astonishing! He took care of me and walked me down the process of getting a credit card for the first time, I am so excited and he made me feel excited to get my new card!! I was with him for about an hour and it felt so fast and efficient!! He’s definitely a guy that you can’t get tired of!

Sign Your Name I am writing here to WARN others who come to use the ATM here to be aware of a lady who was there last Sunday saying she sprayed something “adhesive.” First I thought she did that, perhaps, to wipe down germs after her use of the ATM. But then as I think again and saw her coming back in telling a guy next to me the same thing, I immediately thought RED FLAG. Then I realized that she was intentionally trying to get into other people’s space and violating their privacy. After I was done and sitting in my car for a second, I had seen that she still hasn’t left but came back inside again. I left but then decided to park close by to keep a lookout. Then I noticed that she changed parking spot. And came back inside again. I called a non emergency number and reported her. Had she not left I would have had a police come to “check up.”

Don Laichak Creative Planning is a good financial fit for my wife and myself. Pete Moormeier and his team with Nolan Plous has provided solid financial guidance and responsive feedback when needed. My tendencies is to overthink financial decisions. With Pete and his team onboard to provide financial guidance in my retirement, I sleep well at night, even through all the market upheavals.

sandi lookin I love the location convenience!! I love the NEW futuristic drive-thru ATM at the Belfair location...I just wish the other locations would upgrade

Josh Robbins I’ve been working with Julia Ward for a little while now, and overall it’s been a solid experience. She’s knowledgeable about the products she offers and has been helpful in answering my questions when I needed clarification. While there were a couple of minor delays early on, she followed through and made sure everything was taken care of in the end. If you’re looking for someone who knows the insurance landscape and can guide you through the basics with competence, Julia is a good choice.

Charles Wenker Very knowledgeable in estate tax and IRS rules. Jonathan has also been very helpful with increasing interest rate on savings.