Gerald Taylor - Thrivent - Stevenson (WA)

Keefer J Great Credit Union for banking & financial matters. Staff are great & very helpful. Clean open design & friendly staff. Very highly recommend.

Gareth Pederson We got awesome help and would highly recommend for help with your insurance needs.

Brad Gotte I had a first time visit with Jared today and I was really impressed. He is very attentive and does a great job of explaining the fundamentals of investing. Whether you are investing in your future for the first time or transfering existing investments, Jared and his staff (Pam) will no doubt take great care of you. Highly recommended.

Cody Miller Polite staff, willing to help where they can.

Whitney M Nice office space with friendly staff

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.