Menzies Financial - Stanwood (WA)

Raphael lee Mrs Oliverio was professional and extremely knowledgeable. She was approachable down to earth and explained to me investing in a way I could easily understand. My family has invested with Mrs Oliverio for several years and we are extremely happy with our returns.

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

Andres Ware I Highly recommend Olympic Credit services, they have always been very fair and honest along with great customer service! I have used them multiple times. I mean when people dont pay there bills in Wenatchee someone has to collect it, life isnt free.

Duy We are very fortunate to have met Sean from Elderrock Financial. My wife and I are new to portfolio management and Sean was very understanding. He took his time in explaining portfolio management and has been very responsive to our questions. He helped us identify what we wanted and compared various options that gave us the most benefit. Its great to be working with a fiduciary because we know he has our best interest. Sean is a wealth of experience and we highly recommend him!

Darren Ruh Hands down the ladies on staff at the Everett branch are the best ever. Helpful with my needs, professional, friendly and fun. I will "never" do my banking anywhere else. Thank you ladies and keep the great work. Number one in my book.

Rafael Avendaño Diaz Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!