Holmes Financial Services - Olympia (WA)

Scott Zaval The personnel that work there are great. The bank policy on your bank card if it gets scanned is miserable. I stopped at six places the day after payday and both bank cards were scanned and stupid charges came up. Response at first was great. Figured everything was set. Two days later I get my LCCU card. It has been over two weeks. There policy is they investigate the charges, make a determination, order you a different card number, 7 to 10 days for the bank to get your card, then you can get your card. Banner bank I could walk in Same day and get a replacement.

Dee Greninger Due to an upgrade in the computer program for the credit union, "issues" have come up in some customers accounts. When my husband and I went to the branch today, we were treated very well by our teller and the manager she asked to come and help us get things taken care of. They were very kind and we left completely satisfied.

Josh Robbins I’ve been working with Julia Ward for a little while now, and overall it’s been a solid experience. She’s knowledgeable about the products she offers and has been helpful in answering my questions when I needed clarification. While there were a couple of minor delays early on, she followed through and made sure everything was taken care of in the end. If you’re looking for someone who knows the insurance landscape and can guide you through the basics with competence, Julia is a good choice.

Alex Koning Money has never been an easy thing for me to talk about. Steve takes all that fear, guilt, and mystery out and leaves you with actionable tasks that make you feel empowered. I have yet to have a meeting with Steve where I didnt feel much more in control of my financial future both short and long term. Steve is a fantastic listener, problem solver, and advocate for his clients. Simply put, hes the best!

Terran Alexander Kriss is the perfect person to trust your investments with! Always professional and confident about picking the right strategy for you.

Karmn Fitzgerald I dont even know where to start they go above and beyond my expectations everytime I meet with them. They are very smart and always going far out for each client. There absolutely the best hands down!!!!

Vicki Jo McDonald I want to thank all the People that has help me on line. ( forgive me for not writing your names down.) I want Thank everyone in Wenatchee Branch. If you are manger of Gesa reading this Please give them a raise they go beyond customer serve, and also your on line customer serve team. They all work together well. Thank you all. Vicki Jo McDonald