Safir Lesky Veronica Park was so helpful, she helped me filling my taxes but also explained me ways to save money in the long term she was patient and had a good attitude the entire time I definitely recommend her for anyone who is trying to find ways to save money she will explain you everything step by step. Services 10/10
Maeghan Wulf I went in to get assistance on setting up payments for my loan/creating a new checking account and I had Diana helping me out and she was extremely helpful and so sweet. Super easy to talk to and explained everything in very simple terms. Thank you Diana!
Heidi Nelson Kevin and his team were absolutely wonderful. The professionalism and communication was top tier. And I highly recommend Kevin for all your wealth management needs.
D A Received excellent service from this branch (Tacoma). Friendly person at the front desk completed my transaction accurately and smoothly. Highly recommended.
Tim F Spencer is an exceptional wealth manager who truly understands his clients financial goals. He provides tailored advice, keeps me informed of market trends, and proactively adjusts my portfolio for optimal growth. His clear communication and dedication make the process seamless and stress-free. I highly recommend him to anyone seeking a knowledgeable and trustworthy advisor.