Jarvis Financial - Federal Way (WA)

Cindy Ninemire I’ve been working with Peaks Financial for a couple of years, and I can’t say enough good things about them. From day one, their team has been incredibly knowledgeable and professional, guiding me through the complexities of wealth management with ease. They took the time to understand my financial goals and tailored a strategy that made a real impact on my portfolio. Thanks to their expertise, I’ve seen a solid return on my investments, and I feel much more confident about my financial future. I highly recommend Peaks Financial to anyone looking for a trusted and experienced wealth advisor!

Larz Hofius Choosing Bill Arnold as our financial advisor has been one of our best choices. His knowledge of retirement planning and his ability to evaluate our retirement goals has been extremely helpful. Highly recommended!

Kelsey Steele David was great to work with. From the start he was able to answer any questions we had and talked us through all of our options. He was very easy to reach and quick to respond. I would definitely recommend him to family and friends and if we need anything in the future will be reaching out to him again! Thanks David!

Kirk Ericson Five stars arent enough for Cara and Holly. I give them all the stars in the sky. Cara was our youngest sons fourth and fifth grade math teacher at Lincoln Elementary school in Olympia and he credits her for spawning his love, and competence, at math. Hes now an aeronautical engineering student at the University of Washington. Cara is an exceptional human in all matters, including being patient with this financial semi-illiterate. Ive never written a business review for any business because, you know, you never know. But with these two, I know. Holly and Cara are as dependable and reliable as a quadratic equation.

Antoinette Longshore i always have a great experience at our shelton locations! my mom and i have been going through them for years! i had a great customer service experience with Alex MD (teller) today which motivated me to leave this review:) THANKS OCCU!

Brad Gotte I had a first time visit with Jared today and I was really impressed. He is very attentive and does a great job of explaining the fundamentals of investing. Whether you are investing in your future for the first time or transfering existing investments, Jared and his staff (Pam) will no doubt take great care of you. Highly recommended.

Kristina Friebe Sylvia is really the best! She has been preparing our taxes for a few yrs now and does great work! Very knowledgeable about QB too! High recommended

Frank Marinovich Excellent follow thru & advice