Full Circle Finance - Wenatchee (WA)

Lilly Saucier This is my first time with someone to help me with my bookkeeping and it’s the best decision I’ve made in a long time. I mainly work with Megan, but her entire team is so helpful and kind- I am so happy!! She is prompt, precise, and very detail oriented, which I really appreciate. It was kind of a lot on my end to hand everything over- just labor wise and mentally haha- but the only thing I would change is trying to find Megan sooner. 12/10 experience

Gisele Fahimi Amazing experience with Avlon Finance. Their consultation was thorough, professional, and insightful, providing me with clear guidance on my cross-border taxation. They not only gave me excellent feedback but also referred me to the right contacts to ensure I have the best support moving forward. Highly recommend their services to anyone in need of expert advice!

Jacob Archer Ive been working with IFC for many years and I can tell you that the 1 star review they got should be taken with a salt shaker full of salt. They are not only incredibly trustworthy, they truly care about bettering their clients lives! I know the owners personally and they are fantastic people. Their customer service stands out, which is why I chose to invest my money with a boutique firm, they take every level of client as serious as the next, whether youre investing $1,000 or $1,000,000, you will be treated like family and with respect. Love the Integrity Financial Family!!

Marcus Perez Ms. Cassie was AMAZING!! She was kind and knowledgeable and it genuinely felt that she had my best interest in mind when planning out my future investments. Would not recommend anyone except her for investment advice.

Jami Page Awesome FA and great BOA

Akutra Cea Brendan is knowledgeable, friendly, and professional. He understands that one size does not fit all and creatively approaches the scenario based upon what best suites my needs. It was a really pleasant having a conversation with him.

Mike Iman These are the most friendly and helpful personnel youd ever want in a bank!

Elizabeth Cruz Johnson Bixby, and especially our financial advisor Kim Baker CFP, have profitably managed our financial portfolio for over 10 years. While it’s been a successful professional relationship, it’s also become a valued personal relationship. Kim has come alongside the stages of our family from elementary school to college to semi-retirement. Together we’ve weathered job changes and moves. From the start Kim listened to us and respected the risk level that was acceptable to us. Her financial advice was always backed up with sound judgment that she explained well. Truly, Kim was a pleasure to work with. We wish Kim and her family all the best as she enters well-deserved retirement! Thank you Kim for your years of service to our family.