Northwest Financial Services Ltd - Des Moines (WA)

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!

Sierra Cook They have been so helpful and very respectful . Always making everyone feel comfortable and welcome and making sure everyone has what they need. They’re very nice and caring and helpful people and much appreciated by many. They take care of many kids supplying them with what they need or just a place to hang out safely. They are wonderful people:) XOXO

PJ R’man We have moved ALL our accounts--brokerage, retirement, HSA--to Schwab in the last few years. Most recently, we moved a brokerage account from E*Trade/Morgan Stanley. ETrade/MS was impossibly frustrating and has taken TWO WEEKS to give me my money (still pending) and charged two very large fees while they were at it, one from our existing account AND one from our NEW account with Schwab. Why two fees? Im sure ETrade/Morgan Stanley splits them in order to hide them since I only found them among the downloaded transactions I happened to capture before they locked me out and the description on one of them was just "Brokerage to brokerage fund transfer." NOT COOL. I called Schwab for help in figuring out what the other firm was doing and if it was really legal, and Schwab REFUNDED BOTH FEES to us! Amazing. Schwab has real people to help us by phone 24 hours a day, every day of the year--REAL HUMANS. They are extremely helpful and, dare I say, show compassion and ethics. What a concept. I cant say the same for ETrade / Morgan Stanley. So, to recap: I highly recommend Schwab and DO NOT RECOMMEND EVER E*Trade NOR MORGAN STANLEY for your money!

fixitstevens Great firm. Excellent service and explanation of investments.

mitch Raybuck Professionals that take the time to understand your goals and offer contempory strategies for investing. Very happy with their results!

Nae Nae Campbell Cheryl is the BEST insurance agent! Phil is awesome. Very speedy when getting back to you whether just for questions or quotes. I always enjoyed stopping by to say hello to the staff

Jonah S I’d like to share my experience setting up a new account with global. We worked with Dagem who took his time with us and went above and beyond to make us feel taken care of. Will be referring other family members in the near future.

Angelina Riches Jared VanDine was absolutely outstanding!! Such great energy and very welcoming!! He has such amazing passion for what he does and I can visibly see that without even talking to him! He has great leadership and communication skills it’s astonishing! He took care of me and walked me down the process of getting a credit card for the first time, I am so excited and he made me feel excited to get my new card!! I was with him for about an hour and it felt so fast and efficient!! He’s definitely a guy that you can’t get tired of!