Global Credit Union - Mount Vernon (WA)

Outshine Window Cleaning LLC If I could give less than one star, I would. This company is an absolute mess. For the past year I have been through several financial advisors on my account. They all end up leaving the company within months of being assigned to me. Since the last, I have been without an advisor for 6+ months. I have since been trying to close my account. The amount of transfers, hang ups and just nobody getting back to me is ungodly. Nobody knows anything theyre talking about. The amount of wrong information Ive received is insane. Im honestly unsure how this company does so well. For anybody trying to start an investment account, STEER CLEAR of CETERA !!

Ruby Kahn Leanne is more than just a financial advisor and planner, she is a strategist, coach, and advocate all in one. What sets her apart is not just her knowledge, but her genuine care. She celebrates my milestones, checks in during uncertain times, and treats my financial future as if it were her own. During the summer of 2023 I found myself in the midst of the passing of my father, with no knowledge of the financial world to move forward. I felt truly lost, alone and quite scared. Leanne agreed to meet with me by recommendation and take me on as a client. She helped guide me through one of the toughest parts of my life. Whether it came to needing advice on how to move forward with certain legal financial processes or just to help draft a scary e-mail, she was there. Every step of the way. She never once made me feel uneducated, less-than, or unimportant. She has helped me achieve goals I never thought were possible. Because of her I was able to rebuild my terrible credit (which I thought Id be stuck with the rest of my life), purchase a home, and feel confident in my financial future. I know I am in good hands with Leanne, she has proved this time and time again. With Leanne on my side, I feel more confident in my future than ever before. Thanks to her, I now have the knowledge and tools to make sound financial decisions in my life with confidence. Whatever you are going through, whichever stage of life you are in, I whole heartedly recommend Leanne as a trusted financial advisor and planner. Shes amazing.

Max Deering Just took our parents to Wells Fargo Bank for some personal finances. We work with Brittany personal banker, she is GREAT with our parents. We spend about an hour or so with us, she was very patient and answer all our concerns and questions. She is awesome 80)!

Sean Sturgill Drew has handled my finances for years. My wife and i could not be happier with the work that he has done for us. He is always clear, focused, and never pushy. I highly recommend his services to anyone.

Mike Meyer In planning for our future I was looking for a Financial Advisor I could trust to look out for our best interest and include me in the decision making. We found that in Joshua Moore at Mainsail Financial Group. Josh has been very knowledgeable and attentive to our wants and needs. He has also been very transparent in all our dealings and investments. I highly recommend Joshua Moore and Mainsail Financial Group for you financial needs and investments!

Kathi Evans The employees are always very friendly to me, which I really appreciate!