Martel Wealth Advisors, Inc - Vancouver (WA)

A Chris (SimplyAvina) I’ve paid off many cars and have had to go through all different types of banks for my loans. This one in particular has been really great and offered a low interest rate. They are very friendly and conveniently located. Drive through for banking and inside banking as well. The online site does charge about $10+ for paying online, and over the phone, so I usually go inside and pay. I like this place overall. Would recommend

Greg Byrum First Financial Northwest Bank is your local bank with a personal touch. The branch manager in Marysville WA Felica Crider has demonstrated her personal touch when it comes to banking. She is available by phone to answer questions if you dont bank with them and even more diligent when you do to ensure your account is safe and sound. Felica promotes their business is a positive way and the atmosphere at the bank is a unique experience. Most banks you walk into with a security guard, plexi-glass, and a dividing line between you and everyone else. First Financial is an open and welcoming atmosphere and you will be treated like family.

T. Carr Jenni M. has taken care of me for over a year now and Im extremely satisfied by her customer service and support in my credit journey.

tammera glenn Data is very knowledgeable and has assisted my husband and I in managing our port folio. This has made us stronger financially. I recommend Data highly.

Stephanie My husband and I recently worked with Sam Kirby at Creative Money and couldnt be happier with our experience! Everyone at Creative Money seemed great (someone else worked with us in advance to make sure that we assembled all the documents/information Sam would need), but Sam was out-of-this-world awesome. It felt like she really "got" us--not just our financial situation, but our logistical limitations as two very busy working parents (probably because she is one herself!). She put together a plan for us that addressed all the things I was hoping for guidance on, and many things I hadnt even thought of, and she was fantastic at explaining the what and why of every recommendation. I feel like we are in fantastic shape to move forward with confidence, and its awesome to know that Sam is a resource to us for additional questions/issues for the next year. I couldnt be more pleased with our experience!

Ronald Brock Looking forward to seeing you

Melissa Knapp ⭐️⭐️⭐️⭐️⭐️ Working with Nathaniel Stevens has been an absolute game-changer. His professionalism, knowledge, and genuine care for his clients set him apart from any other financial advisor I’ve worked with. Nathaniel takes the time to really listen, understand goals, and then creates a clear, personalized plan that feels both approachable and achievable. What I appreciate most is his ability to explain complex financial strategies in a way that makes sense, giving me complete confidence in every decision. He is proactive, detail-oriented, and always a step ahead—keeping my financial future secure and on track. Nathaniel doesn’t just crunch numbers; he builds trust. His integrity, transparency, and commitment make it clear that he truly has his clients’ best interests at heart. I couldn’t recommend him more highly to anyone looking for a financial advisor who is not only brilliant at what he does, but also someone you can count on for the long run.

Jenifer Edwards Excellent advice for all future retirement needs and bi-yearly financial updates.