Keiler/Lyons Financial Management - Walla Walla (WA)

Kylee Beveridge Every time I go to the Puyallup branch I get exceptional customer service. This time Ryan helped me & he was amazing & so helpful!

K mcgraw Excellent and fast service!

December Winter Absolutely love this company and its employees. My wife and I have been using this company for over 5 years now and have nothing but great things to say about this organization. We recently referred some good friends of ours and they were so impressed they bought us dinner, as a thank you. We do not tend to trust a lot of folks with are taxes but Northwest Financial Services is extermly trustworthy. They are so terrific. We love their prices and the piece of mind we get knowing it will be done right the first time. We used to visit them at there office but with everything going on they told us they could do them remotely if we wanted or we could still come in. They left it up to us, we were shocked. We like how they didnt and dont force anything upon us. Honestly we miss going into the office, the friendly hellos, the smiling faces, the one on one interaction. If you are looking for the home town feeling, that personal experience involvement then you found the right place. Thank you so much Northwest Financial Services, please keep up the great work!

1brokenwrench My wife and I had a wonderful experience with Mr. Claudio. Mark is very personable, polite, professional and knowledgeable. He was more than able to answer our questions. Mark is also quick to respond with answers to questions he needed to research to give us the best possible solution(s) to our financial and retirement needs. First Command is blessed to have Mr. Claudio. The wife and I felt blessed to have such great counsel. Bravo Zulu (Job well done) to Mr. Claudio and everyone at First Command!

Ken March I recently opened an account, have called them several times and even used their contact form on the website. I have always gotten a rapid response.

J H I started with inherited funds in a ML branch in Idaho; that branch sucked. Then I transferred all accounts to a ML branch in Federal Way; that branch was awesome. Then the Federal Way branch was merged with the Tacoma branch. (It is my understanding that almost all of the ML employees from the Federal Way branch quit shortly after the merger.) I haven’t asked much of the Tacoma branch - keep my funds where they are and make disbursements when I request. They have failed on the disbursements. The previous disbursement took far longer than it should have - they had cash on hand for several business days before they initiated a transferred to my bank - only after several of my voicemails inquiring about the status of the disbursement, and they never called back to give me any status reports. And, that disbursement was in the wrong amount: I asked for X gross and Y net after taxes; I got Y gross and Z net after taxes. The current disbursement appears to be headed in the same direction. I called and asked for a disbursement (Day 1); the following business day they sold some investments to have enough cash (Day 2); two business days to settle (Day3-4). Cash is on hand. It is now business Day 10 and still no indication of a pending transfer to my bank. I’m counting business days - not weekends or holidays. This time I’m not calling to inquire - I want to see how long they forget to do their job. And, if they aren’t doing the simple task of disbursements, what else aren’t they doing?