Mosaic Financial Group - Vancouver (WA)

Trinity Banks I have taken this class twice. Both times with Trudy as the instructor. My daughter Jazzmyn, took the class with me the 2nd time. We both really enjoyed the classes and learned a lot from each session! We have each implemented the snow ball effect of paying down credit card debt taught to us by Trudy and through Bill Ramseys financial literacy series as well. Each of us, my daughter and myself, immediatly began saving twards am emergency fund, which we have used and replenished several times. I have often reflected upon Trudys teachings about our 1st money memories and the effects of those thoughts on my financial skills today. I would highly recommend the Whatcom Dream to anyone wanting to learn more about money and finances and our evolving relationships with them.

Charlie Van liew Mandy is incredible. As a new business owner, my first year filing taxes was daunting and filled with anxiety and mystery. Mandy was reassuring and helpful at every stage and helped me understand my business from a tax standpoint. She gave me examples to help create my financial reports and itemized documentation I needed to submit for filing. I wholeheartedly recommend Pillar Rock and Mandy for all your personal and business Tax filing needs.

Greg Keith During our mortgage refinance, interest rates were changing up and down on a daily basis. Andrew was great throughout the whole process and helped us navigate to the best possible interest rate at the lowest possible cost. He worked closely with us and constantly kept us updated on changes and options that would affect our final outcome. Our refinance was fairly complicated but Andrews knowledge and experience made sure we got through the whole thing as easily and quickly as possible and with minimum stress. If you are in the market to refinance your mortgage, you would be doing yourself a great service by contacting Andrew Velin.

Madden Market These ladies made opening a new business account easy and fun! Authentic and knowledgeable, they helped me understand the differences between personal and business checking. They were so encouraging and happy for me! Thanks Megan and Terica!

Steve Rogers Very kind and helpful.

George Harvey The company previously known as Vestory has become Apella. Weve been happy Vestory clients for about 10 years and I wanted to paste my old Vestory review in to the new Apella Google Maps information. "Were retired now, but during our working years we read a lot of books and investment magazines, took a few seminars and talked to a number of investment advisors, commission sales brokers, and other interesting people that inhabit the investment world. We gradually educated ourselves (sometimes expensively) on the best way to invest, and thats why were at Vestory. Their fees are very low, they promote the classic "own the entire market inexpensively with index funds" philosophy that has been scientifically proven, its a fiduciary relationship and they never try to sell me anything. Theyre good people. We communicate frequently, they help us with important decisions, and I sleep well at night because I never have to worry about money. The service is excellent. Were very happy."

Lance Lambert For approximately 20 years Kim Atwood has been the CPA for my personal finances and two of my companies. His work has always been quick, easy to understand and Ive never had any problems.

Vy Dam Ryan reminded me of a close friend from college for his honesty and patience. My partner and I have gained much more confidence and knowledge from just 2 times meeting with him and for someone whos new to financial planning, he patiently walked us through step by step which is super helpful. Hes definitely passionate and committed in helping his clients achieve their financial goals. Were now having a great understanding of our finance and what to do to manage and grow our money! Its never too late to start financial planning. Highly recommended!