Joanne Wofford - Financial Advisor, Ameriprise Financial Services, LLC - Olympia (WA)

Mancuso Aldo We had a vehicle sales transactions to do at Sound Credit union , the buyer used Sound credit union! We were greeted by Lucia , she was smiling , helpful, and a delight to work with. Luchia was knowledgeable about our transaction and prepared. I told her i appreciate good customer service and told her Sound credit union is lucky to have her ! Thank you Luchia Keep up the great work! sincerely, Aldo and Niko

Greg Grillo In my professional career, Ive used many planning and investing resources. However, none have impacted my life like Draggoo Financial Group, and I only wish Id had the opportunity to work with them earlier. The depth of knowledge, expertise, and empathy for the individual journey is unmatched. If you want a holistic planning resource that covers all the bases, just align with them. Life is always in transition; Braden and his team give priceless guidance to move confidently to the next step.

Maeghan Wulf I went in to get assistance on setting up payments for my loan/creating a new checking account and I had Diana helping me out and she was extremely helpful and so sweet. Super easy to talk to and explained everything in very simple terms. Thank you Diana!

Molly They are good to coasties. AKA: 206ers and 360ers

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.