Keywords: Financial kevin j pentz cfp and wealthmark advisors wa

Kevin J. Pentz CFP and Wealthmark Advisors - Silverdale (WA)

Address: 🏡 2819 NW Kitsap Pl STE 201, Silverdale, WA 98383, USA
Website: http://www.wealthmarkgroup.com
Phone : +1 (360) 516-2400
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJHaMVavw7kFQRmFgf2x1ZKGI
#Washington

Davis Insurance & Real Estate Agency Inc - South Bend

Nae Nae Campbell Cheryl is the BEST insurance agent! Phil is awesome. Very speedy when getting back to you whether just for questions or quotes. I always enjoyed stopping by to say hello to the staff
5 /5

HFG Trust - Kennewick

Trish Fl HFG Trust has been our financial advisor for many years. We have found everyone at HFG to be professional, knowledgeable, helpful and personable. The advisors take into account your income, lifestyle and future long term needs as they monitor and manage your accounts. Well prepared annual visits and quarterly reports keep us informed and any questions we have are addressed quickly. HFG is an excellent business to work with.
5 /5

The Whatcom Dream - Bellingham

Trinity Banks I have taken this class twice. Both times with Trudy as the instructor. My daughter Jazzmyn, took the class with me the 2nd time. We both really enjoyed the classes and learned a lot from each session! We have each implemented the snow ball effect of paying down credit card debt taught to us by Trudy and through Bill Ramseys financial literacy series as well. Each of us, my daughter and myself, immediatly began saving twards am emergency fund, which we have used and replenished several times. I have often reflected upon Trudys teachings about our 1st money memories and the effects of those thoughts on my financial skills today. I would highly recommend the Whatcom Dream to anyone wanting to learn more about money and finances and our evolving relationships with them.
5 /5

Financial Assistance Inc - Bellevue

Christopher Magnotta I spoke to Michael Nicholl regarding a matter in his office. He was professional, polite and responsive. I could not have asked for a better experience. Thank you Michael for your help. You are truly a professional in your industry.
5 /5

First Command Financial Advisor - Tristan Sanabria - Silverdale

Amanda Wolff Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.
5 /5

WaFd Bank - Newport

Rhonda Hall Amazing service great customer skills
5 /5

HAPO Community Credit Union - Pasco

Viper Slowest staff. Your lucky if more then three tellers are working. This location specifically is a massive reason why Im looking forward to switching to gesa. Constant issues. Hell even logging into the mobile app doesnt always work. Or when you have money in your checking and savings and the overdraft/transfer protection doesnt work as intended. Caused me to have my first late payment in over 5 years. Then have the odasity to charge me a fee for there error. Thanks for refunding me for your mistakes.
3 /5

Horizon Credit Union - Ephrata

Harold V Higgins Best credit union Ive ever been associated with. Its been a genuine pleasure communicating with both, very professional young Ladies. All of my questions were answered quickly, intelligently, and received exactly what I was seeking. I wouldnt hesitate to use Horizon Credit Union in the future..... H. V. Higgins
5 /5