Mass Mutual Financial Group - Tacoma (WA)

Meridith Vise I like the wide produce bins.

Olivia Yates Shannon is by far the best financial advisor I have worked with! She is personal, honest, and always checking in to ensure we are on track to meet our goals. She has helped my husband and I build financial security to purchase a home, start a family, and continue to build our small business. I recommend her to anyone and everyone who asks! You wont find a better financial partner in Bellingham.

Sam Wells Anders is easy to work with and know his stuff extremely well. He is very transparent and you can tell he prioritizes clients. Highly recommend!

Mary L Remmem We have been with Geoff Meno at Edward Jones at Fishermans Terminal Seattle for several years. I wouldnt change even though we now live in Alabama. Best decision we ever made was signing on with them.

Jessie Hammett One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!