Johnson Wealth Advisors - Lakewood (WA)

Ben Praetorian I have been a client of Edward Jones for 18 + years. Dan Cicu is the first financial advisor (FA) that has gone the extra mile for me. He listens and formulates strategies to help me obtain my financial goals for my family. I was going to take my business to a competitor due to my frustration with Edward Jones. Dan was able to restore my trust in Edward Jones and it is solely because of Dans hard work to help me to fully understand my investments and how to improve them that gave me the reason to give Edward Jones a second chance. If youre looking for an FA that has your interests and not Edward Jones interests, first, Dan is the person to form a relationship with. Dan will work hard for you and keep you in the loop as much as you want to be involved. Dan is the type of FA that will help you because if his integrity and honesty working for his clients.

Kari & Jon Foote Working with the Avier team has been such a positive experience- they’ve become more than just financial advisors to us; they’ve truly become trusted friends. They take the time to genuinely listen and understand both our personal and professional goals, whether short-term or long-term. Their advice is always thoughtful, tailored, and grounded in a deep understanding of what matters most to us. We feel supported, heard, and confident knowing they’re in our corner. Highly recommend to anyone looking for a successful team that truly cares and can be trusted.

Alee Meneses I needed to purchase 150k in inventory but had last minute unforeseen expenses. I was 50k short and could not get a conventional loan. I heard about Advanced Financial Services from a friend, a fellow business owner. I didnt expect to get funded but I applied anyway. To my surprise, within a couple days of applying I had been approved! The 50k was in my business bank account within 2 weeks and just in time to purchase my inventory! If not for Advanced Financial Services I dont know what I would have done. I would have been forced to close my doors. Thank you Mr. Anthony Sims!

Jim Adcock Ryan and his team at Fellowship Financial have done a great job with our retirement planning. A great group of people who are good at what they do. We feel secure in our ability to live the retirement life weve always wanted due to Ryans advice and work throughout the past 15 or so years. Recommend without reservation!

Anthony Emerson Exceptional Service and Support from Country Financial! I cant say enough great things about Country Financial and the outstanding service provided by Jason and Michele. From the moment I reached out, they went above and beyond to ensure I had the best coverage tailored to my needs. Jason’s expertise and professionalism made the process seamless, providing clear explanations and thoughtful recommendations. Michele was equally fantastic, always responsive, kind, and willing to go the extra mile to assist with any questions or concerns. Its rare to find a team that combines such personalized care, professionalism, and genuine dedication to their clients. If youre looking for a company that truly values its customers, I highly recommend Country Financial—and especially Jason and Michele! Thank you both for making this such a great experience!

Sabas Osorio Guzman This bank has everything you can get with Bank of America or Wells Fargo, in fact they are better because the attention is always personalized and immediate. Online and mobile banking is excellent. I can only recommend incorporating more Spanish-speaking staff. I will always stay with this bank because it is the main one of my personal operations.

Kasey Manning They are just wonderful. They take the time to explain things well. Given me peace of mind.