Leaverton Life Financial - Kennewick (WA)

Raj P We have been clients of Sustainable Wealth Management (SWM) and Todd for many years. Their team has done a superb job of consistently providing timely advice an guidance on a number of investment and financial planning questions. Todds greatest strength is in providing himself as a sounding board for making investing decisions and to continue to check in with us to ensure our actions are consistent with our long term goals. SWMs entire group excels at creating personal relationships and are always available to meet in person or take phone calls. We highly recommend Sustainable Wealth Management for your long term financial planning needs.

Victrinia Ridgeway Getting a handwritten letter (a long one at that) from our financial advisor... along with a detailed retirement plan outline and other financial service assessments was pretty special. I have to say... getting to know him and his listening deeply to us is the most high-touch financial experience Ive had so far... and I trust him. Scott Davis from Edward Jones in Shelton is awesome. Eric and I drive an hour to see this man... hes pretty epic! Hes like having a finance guru and life coach all wrapped up in one.... and hes patient, and kind... a real treasure. I seriously cant remember the last time I got a handwritten letter from someone who wasnt my spouse/partner. lol Call him.

Earl Lewis (Earl) Very knowledgeable and approachable about investing. Great group of people!

Cassandra Levering I came in and opened a checking and savings account I really felt welcomed and had all my needs met and understood easily about my accounts.i really love the bankers u have working there,they are very curious and helpful.i will definitely recommend this bank to everyone.thank u so much and I look forward to many years of banking with you!!!

Deez 206 Angie was very professional and polite. The easiest loan process i have ever been through.