Kyle Chandler - Financial Advisor, Ameriprise Financial Services, LLC - Chehalis (WA)

Lisa Makus Blaine is an outstanding Senior Wealth Advisor and we are very happy with Petersen Hastings.

Ms. Corazon 2 years later...! I had a fantastic experience working with AFS overall. Jacqueline assisted me with closing out my debt management plan today, and I was able to thank her for all of the education and support that AFS provided over the past two years. I highly recommend working with this organization. ‐------- (original review below) Kathleen was an absolute godsend. She helped me come up with a budget, some very good solutions for controlling and preventing future debt, and to top it all wife, she humanized the conversation so that it felt like budgeting at a kitchen table with a Mom or a good friend. She is a fantastic communicator and works hard to help you understand the process so that it is streamlined and very positive. I highly recommend Kathleen to anyone who needs help digging themselves out of a bit of a financial mess, or just learning how to budget better and live better. She is so good at giving people hope!

Chris Stoll My husband and I were owners of a small business - he had retired in 2019 and I was due to retire at the end of 2022. Our partner intended to keep the business open. Well for over 30 years I did most of the administrative work, including all of the accounting and payroll, except for the annual tax return. We were all working out of our homes so it didnt seem to right to hire an employee. At the time, we were using a large accounting firm for our annual tax return and we asked about taking on our business for "every day" bookkeeping - nope, their specialty was working with larger firms. So the search began! I researched several other firms and it just didnt "click". Turns out I saved the best for last when I met with Shari Cox of PacStar Financial! Small business? Her specialty! Shari is friendly, compassionate, easy to work with and importantly, an excellent accountant! I highly recommend Shari and her team for your small business!

Faye Krippner We enjoyed our first meeting with Donell. Personable, friendly, and is going the extra mile to make sure he is finding all the ways he can help.

Brian Endsley No experience here.