Financial Strategies - Longview (WA)

J G Good rates. Great service. Definitely woukd recommend them to anyone

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!)

Jewel Stevenson Thinking of moving accounts over after receiving receiving helpful and friendly service from Bruce! He was very efficient and was quickly able to help me. This branch is lucky to have him!

Steve S I opened a new savings and checking account. PCU did an HARD inquiry on my credit, even though I was Not applying for a loan. Most banks would have the sense to do a soft inquiry which wouldn’t count against credit ratings. Since I may be applying for a mortgage in the coming months, this would count as a strike against me in terms of inquiries. They said they can’t do anything about it.

Khloé Rose I’ve been coming to this bank regularly over the past few months, and every visit has been a positive experience. The staff has consistently been friendly and efficient in helping my husband and me with everything we’ve needed. Chanley, in particular, stands out for her exceptional customer service. She’s incredibly personable and approachable, which has made our visits to the bank not only less stressful but surprisingly enjoyable—more fun than I ever thought possible at a financial institution! I’m truly grateful for the support she’s provided, along with the helpful financial tips she’s shared. She’s a gem! All 10s across the board.

Gabrielle Balolia Tony and Jerry have been amazing to work with! Both are very patient and extremely knowledgeable. They have been so helpful in setting up a unique investment account. They were also able to refer me to the right experts (lawyers, accountants, etc.) to complete the task. I look forward to working with Tony for many years to come!

Kimberly Suchodolski Absolutely love Banner ...great customer service and I feel like my money is safe with them.

Colin Rock We have worked with Conner over the years and he has been nothing short of spectacular. Could not recommend him more!