Global Credit Union - Kent (WA)

Walter Vaux The IRS did not have records of the withholding payments that were sent in from our brokerage firm. Aldryth OHara made two phone calls to the IRS and cleared the confusion. The IRS sent a letter saying that all had been resolved. Its nice to have a tax preparer who is experienced, knows whom to call and can quickly iron out a tax uncertainty.

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.

Susan Corliss She has been wonderful both personally and as a advisor. I have appreciated her handling my finances.

Adam Lang Kevin and his team saved our family $6,000 this year in health insurance premiums. Besides the premium savings, the policy they found has no deductible (only copays). Compare that to the $11,000 family deductible on the plan offered by my new employer (at $500 more per month), and you can see why I am proud to write this glowing, 5-star review for Kevin and Riverbend Insurance. Beyond the savings, Kevin was able to answer all of my questions and walk me through various scenarios (lots of doctor visits vs. few, specialists vs. regular visits, emergency care, etc.) in terms of plan and cost. Im the type of person who wants to understand all the details, which Im sure annoys many professionals. Kevin was incredibly patient and actually seemed happy that I wanted to have all our ducks in a row before pulling the trigger. I also had to follow up a few times after buying the policy to make sure I was clear on payment and policy number. His team answered the phone the first time I called and was able to answer my questions. Id recommend anyone who is looking for a better insurance rate to call Riverbend and let Kevin and his team do the work to find the best deal

Kimberly Christianson Nick Mercer and Piton Wealth have been instrumental in helping my husband and I get our financial affairs in order and set up for our future. We feel much more secure and ready for any unforeseen circumstances that could arise. Financial planning can be stressful and confusing but they made the process painless and always take the time to explain things in a way we can understand.