Fleenor - Zaro Wealth Management - Walla Walla (WA)

Mindy Perkins Misty Palmer and Angie Williams were fantastic to work with from start to finish in the process of purchasing a home in the Port Angeles area/Sequim area while living several hours away. We were informed what to expect at each step and given clear direction on what to do. Misty responded quickly to all inquiries, no matter the day or time—including a mid-day rush request on Father’s Day! Misty outlined financing options for us when we began the home buying process, answered all of our questions, and continued to be supportive when we changed directions twice during the home buying process! Much appreciation and thanks to her and her team!

Lucerito Cavazos Had such a great experience! Clark helped us with more than just our loan. He gave us great advice & made everything super easy for us.

yohanapple Fast and easy loan. Glad I found these guys it was just what I was looking for. David was great to work with. Got my loan approved and funded directly in my bank account within about two hours and it could have been faster but I had to drive from Shelton.

David gage Karen Crouse and her staff are a talented and quick to respond group. They have always treated my business like it was there top account and I am thankful I was referred to them by my neighbor.

Angela They were incredibly helpful from start to finish. Very easy to get in touch with and were excellent at keeping us in the loop the entire time. I highly recommend them.

Eve Henrichsen We dont recommend this firm. We used them for about 5 years for our retirement accounts as a young couple starting out and we kept getting passed off to different financial planners. I guess they werent too interested in smaller accounts. I feel like we got burned by them because A.They were on Dave Ramseys recommended provider list (the reason we chose them) and didnt stick to his qualifications and ideals and B. They took 5% of all the money we put in at the beginning and then years later, suddenly decided they were going to take another annual percentage on top of that if we wanted to continue to get any actual personal management on our accounts and financial consulting. So basically, wed pay twice for the investments we had already put in. Good deal for them, bad deal for us. The investments were fine, but the service and cost of products are why I am giving a low rating.

Dior Ella More Interest-ing Than Your Typical Bank! If you think all financial institutions are the same, you havent been to this credit union! Let me tell you, this place puts the fun in funds. I came in expecting the usual yawn-fest and based off of Google review and boy was I wrong. From the moment I stepped through the door, it was clear they’re not just saving accounts, pun intended! They’re saving me from the mediocrity of banking. Chase greeted us. She’s more delightful than a 0% interest rate [and trust me, that’s saying something!]. Every transaction was smoother than a freshly printed bill. Let’s just say, they didn’t just check the boxes, they cashed them in with flair! If you’re not banking here, you’re missing out on INTERESTing times. Five stars? Please. They deserve ten…compounded annually. THANK YOU TO RACHEL L. who helped us with the accounts and their referral program!

Greg Lee Excellent financial planner! Looks out for your best interests. Very accommodating to schedule meeting times.

Jennifer Newell Nikki is fantastic! She is super helpful. She let me know you partner with other credit unions which has saved me from having to make an additional stop while running errands. Great service!