Pauline Henderson I would like to thank the two Ladies who were working Friday night 6/4/16. They went way beyond their duty to take care of my needs. Both were very friendly and are the perfect kind of people we need to work in places that deal with the public. I will definitely bring my business back there again.
Carol Johnson PCU proactively contacted me when they saw an issue with my account. Trena was sooo helpful and saved me time and money? Thanks Trena and PCU.
Tricia Albright Zander came to my class of AVID juniors to share a presentation on how young people can build wealth. He talked about setting short term savings goals as well as showing my students how just a $50 a month investment at their age could lead to a huge retirement fund. He was engaging and easy to follow. My students and I learned a great deal of valuable information.
Nancy Peterson I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable - it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly in particular.