Merit Financial Advisors - Tacoma (WA)

Susan Pedersen This is an outstanding group you can’t go wrong with. After searching in the area, I found Cory a couple of years ago and had immediate five star service. Our initial meeting was very informative with thorough explanations as to what was offered. We were put in the hands of Jed, who is a stellar individual and very skilled at what he does. During the time since, Jed has worked very hard to maximize our investments, even though they are very small compared to many other accounts the firm must handle. We are used to being told we are small potatoes and made to feel that we are not important because we don’t have millions. This group makes us feel like we are top priority and they have made some very smart decisions for us no matter what the market is doing. Can’t recommend them highly enough.

B Teri (Trix) I highly recommend Zito & Associates. Angie Zito and her team ensured our financial goals were aligned by including our financial advisor in our earliest discussions. Angie informed us about the tax implications of certain investment choices over others, and helped us plan for aging parents, rental properties, and looming retirement. Everyone at Zito & Associates was knowledgeable, considerate, and communicated well. Thanks to them, we had no surprises and felt confident about our financial future. Thank you, Angie!

Jayne Schrock Vickerman Investment Advisors has managed my portfolio since 2003. They have wisely guided my investments through the 2008 and 2020 downturns, and my portfolio has continued to grow in a stable manner over these last 19 years. Mike and Amy Jo are astute, yet very personable, and available to talk with me whenever I have questions or concerns. I highly recommend VIA as dependable, forthright and knowledgeable partners for financial investment matters.

Ingram Kate (Herenow) Emily championed my home purchase with just the right amount of everything needed. Never overbearing, she was always there to answer questions and make sure the loan went through on time. Highly, truly recommend!

Justin Smith "I recently worked across from Rosemary & Katie in a real estate transaction as the lender for my first-time homebuyer clients. They were kind, professional, and had great communication throughout the process. Its obvious they take great care of their clients and made the process on our end really smooth. Theyre total pros and Id be thrilled to work across from them in the future."

Sarah Ealey If I could give Jeffrey 6 stars, I would. He is a phenomenal partner with whom to navigate our financial journey. He is knowledgeable, professional, and kind. He is a good listener. He is trustworthy. He models the very same financial strategies in his own life that he suggests for ours. I cannot recommend Jeffrey highly enough!

Bethany Dutton Ange is fabulous!! She is so nice, funny, and helpful! She stays on top of everything, and handles all of your house needs quickly she is on your side 110%! she also helped us make some life style changes to make our house dreams come true, and we are so incredibly thankful!! If you need a great Mortgage Lender just call Ange trust me you wont regret it!

Matt Mills Carrie Medack has helped my wife and I get into both of our homes during the past 13 years. Each time she was awesome to work with. She has been available to us 24 hours a day, answering tons of questions, dealing with all the little (and sometimes BIG!) issues that pop up along the way, especially this year with Covid19. If you want a lender who is going to work FOR you and get you the best rates and deals for your money, she is the one you need to work with! I cannot recommend Carries work highly enough, would give more than 5 stars if I could.