HDI Financial Services - Puyallup (WA)

Tod Fiscus AGP has been an invaluable partner in assisting with the financial planning and wealth management of many of our business owner clients at Transition360 Business Brokerage. The culture at AGP compliments the complex needs for a robust one-stop-shop that supports managing a P&L while growing a nest egg. They proved themselves with our clients and have earned my personal business as well. Their service model is second to none. If you are looking for a strong financial partner who takes the time to understand your goals and your needs and has the depth to understand a business owners mentality, take the time to get to know Lindsay Cleal at AGP.

Alvin Bright The young lady (sorry for not remembering her name) that helped me was exceptionally great! I needed that professionalism performance which eased my anxiety, and I had a great day after our interaction. Thank you! Alvin Bright

Tim F Spencer is an exceptional wealth manager who truly understands his clients financial goals. He provides tailored advice, keeps me informed of market trends, and proactively adjusts my portfolio for optimal growth. His clear communication and dedication make the process seamless and stress-free. I highly recommend him to anyone seeking a knowledgeable and trustworthy advisor.

Sletta Frost The Staff was very pleasant and inviting. Susan was wonderful to work with and her teammates were great. They all work well together. Great atmosphere in the office. They worked for me to get the loan I needed.

Ryan Zollars Awesome experience, very knowledgeable and informative.

Greg Lee Excellent financial planner! Looks out for your best interests. Very accommodating to schedule meeting times.

Tom Fenner Were getting the house ready for our Gold Star families. It will be a wonderful addition to the area, for veterans and their families. We could use all the financial assistance you could offer. Its a great cause.

Scary U honestly I really enjoy working with lendmark. I’ve had other car loan companies in the past that were a nightmare to work with but the people at this location specifically are really helpful and efficient. They have great communication. Thanks ! (:

jodee wixom Great firm, friendly staff, low fees!

Grace Very friendly and helpful staff!