Greater Goldendale Area Chamber of Commerce - Goldendale (WA)

Alexandra Asbury Aric and Marty are extremely knowledgeable and compassionate about helping others with their retirement planning. They helped me secure my investment accounts so that I can rest easy knowing that I will be able to have enough retirement resources for a safe and comfortable retirement. Their information dinner presentations were informative, concise and professional. Thank you for being so generous and supportive!

Tiff Franks Magnus is amazing. So personable and easy to talk to.

Dustin Thomas Jeremy is intelligent and polite. He uses great terminology to help someone like myself understand finances and investments!

Kristin DeCou The United Way of Clallam County is one of the most, if not THE most, actively engaged non-profits in our community. They support a network of local agencies by providing funding for safe and stable housing, employment, and strong & secure families. They also serve as a leader in diversity, equity and inclusion efforts to build equity throughout the nonprofit sector and into the larger community of Clallam County. I cant say enough positive things about their leadership and community impact.

Arianna Cozart Both of the OBanion brothers are the best insurance agents Ive ever dealt with! I use them for a variety of different types of insurance and they are always patient, thorough, and very responsive. The price of the insurance is the lowest to the other companies that Ive shopped or ever used previously.

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

Mitsy Hunter Mikes consultations are highly personal—theres no cookie cutter one-size-fits-all solution at Tru FInancial. He’s knowledgeable, and is willing to take the time to share his knowledge with his clients. I always know what I’m investing in with Mike, and I trust his advice. I think Mikes approach to is attractive to people who may have felt condescended to or bowled over in their financial planning in the past. I used to get nervous when it was time for the yearly financial review, but with Mike, I feel in control, have clear goals, and know where to turn when I have questions or concerns. He gets my five stars!