Gregory L. Jakeman, CPA - Newport (WA)

Tammy Puckett The lady that works and runs the place has a good heart she cares for the less fortunate and understands the times are rough

Gabrielle Balolia Ted is a great financial advisor and person. He’s a second generation advisor and has done a good job of taking over my portfolio from his father, Tony. I’ve recommended friends and clients to them without reservations.

Lennart Bentsen Excellent service and excellent follow-up by Shawnda Rua at the Mount Vernon branch.

R M My first time working with this establishment and Kristen is a great Financial Representative to work with she gives 100% of her time to listen attentively to your financial needs whether it be auto, life, or home, etc. she explains thoroughly the information needed and works with your schedule.

Jeff Capeloto I have been working with Anju for several years now and followed her to Chief Financial Partners as she is the only one I want working with me on my taxes as she does a fantastic job. Anju is very knowledgeable, totally understands her craft, is friendly and truly cares about you. I have moved from a more traditional return to a more complex one and Anju has taken the time to help me understand the changes and process. If you are looking for someone to do your taxes, Anju is the person you are looking for. Thank you, Anju, it has been and is a pleasure working with you...

G O Jerod Patterson has been great to work with. He’s done an amazing job providing me with explanations and resources to the questions I have. I highly recommend working with him.

Rob Whitmore They have been able to handle any issues Ive had.

Lauren Harrison Great trustworthy people. Been managing my families investments for years.

Denise Torres I recently opened an account with Wheatland Bank and have been extremely satisfied with their services. The account setup process was straightforward and quick, with helpful staff guiding me through each step. Their online banking platform is user-friendly and offers a wide range of features that make managing my finances easy and convenient. Additionally, their customer service is top-notch; any queries I’ve had were resolved promptly and efficiently. Overall, I highly recommend Wheatland Bank for anyone looking for a reliable and customer-focused financial institution.