Gregory L. Jakeman, CPA - Newport (WA)

Don McClellan We are very happy with Jordan. He does a great job explaining our current financial status and listening to our goals and needs. He has given us great suggestions regarding as we move forward. We trust his advice.

Andrew Tempelis Caring and compassionate financial advisors who put their client’s needs first. By providing goals based advice and guidance.

Brianna OKeefe Below was my original review....and while that review was true at the time it seem like they only care about NEW clients. I have been trying to get a hold of this branch for 2 months now with no answer back, I even went through the corporate office which sent a request for call back TWO WEEKS ago. Nothing. Once they get you to sign on the dotted line, they DO NOT CARE. I bet if I didnt make my payment they would care enough to call back. Getting the loan was quick and easy, everyone in the office was super friendly and knowledgeable. They were fast to work with. When I called with a question, they were so nice and got back to me the same day like they said. I would recommend them if you are in a difficult spot to try them out!

Helene Rayevich Jack and the team from Leverage Planners made me feel like part of the family right away. Their story about the snail, the hare and the turtle convinced me I want to be a turtle. They were extremely patient with me, gave me clear answers to my questions and let me know what I could expect every step of the way. I was hesitant in letting someone else manage my money but now I feel very confident knowing that my money will continue to grow and that Ill have guaranteed income when I retire.

Jonica Chalcraft Foster Financial Services Inc is wonderful! I worked for the Federal Government for over 40 years. The planning for retirement just kind of snuck up on me. Three years before I retired I reached out to Jim and Linda for advice. They came out to meet with me and were just so amazing on what my options were. No pressure just a relaxing conversation on what I needed to live on and they brought up things I never even thought of. The personal service they provide is so nice....its more like hanging out with good friends rather than dealing with a huge corporation. I highly recommend adding Foster Financial Services to your Family!!!

josue santana godd place and good prices

Suny Troha Chris has always been phenomenal in giving us guidance on our investments. I pulled out my first distribution and the whole process was quick and easy. His First Command’s new office building is impressive! Thanks to Chris and his team for taking great care of us.