Lendmark Financial Services LLC - Olympia (WA)

Bryan Smith Boone Wealth has been instrumental making retirement so much easier. They have been very good at answering any questions and providing answers that even a money novice like myself can understand. I highly recommend them if you value your own time and lack the expertise to manage your portfolio like I know Boone Wealth will.

Brad Sipperley Steele Capital Management has been a game‑changer for my financial future. From our first consultation, their team took the time to understand my goals and risk tolerance, then crafted a clear, personalized strategy that’s already paying off. I’m especially impressed by their transparency—monthly performance updates are easy to follow, and every question I’ve had (big or small) is answered promptly with real insight. It’s rare to find a firm that combines deep expertise with genuine care, but Steele Capital does exactly that. If you want a partner who treats your money like their own and keeps you in the loop every step of the way, look no further. Highly recommended!

Jasmine Minton I’m young and I found difficulty getting my first loan. I had gone to a few different credit unions and they told me that even though I make good money and have a good credit score, it would be hard for me to get the loan I wanted. Nelson at self help made my dreams possible and at a decent rate. The atmosphere was nice, so were the people. I definitely recommend this credit union for young people who are trying to start a strong credit line!

David Kaylor If you are looking for a GREAT financial advisor, Joel Frank at Equilis Group is without a question who I would recommend! He brings a ton of financial and life experience and wisdom to the table. Plus he brings a whole network of professionals that he works with and gives his clients access to. He brings the heart of a teacher to his work with his clients. And the other thing I appreciate is that he is an independent advisor so he is not trying to get you into a certain group of products. Im so thankful I have him on my financial planning team!!