Northwest Planning & Investments, LLC - Centralia (WA)

MizzAugust “MizzAugust” If my Mother could see (but she has passed on) how shabbily they have treated me with the money she left me, she would grab it right away from them. They have taken an amendment in her will and changed it to meet their needs= keeping ALL the money, turned down my health needs, told me- MY MEDICAID COULD TAKE CARE OF ME, IHAVE BEEN OFFERED MORE MONTHLY MONEY, IN EXCHANGE FOR NEVER USING MY MONEY FOR MY HEALTH NEEDS, DO NOT EVER LEAVE YOUR MONEY FOR YOUR LOVED ONES, IN THE HANDS OF THIS BANK!! A COMPLETE & TOTAL HORROR SHOW, AMAZINGLY GREEDY. I AM HER ONLY CHILD.

Alma Lara I have been trusting Sandra with my taxes since 2011, and I can confidently say that her professionalism, attention to detail, and commitment to building trust are truly exceptional. She approaches her work with a level of care that I have never experienced with any other tax professional. Her thoroughness ensures that every detail is accounted for, and I have complete peace of mind knowing my financial matters are in such capable hands. Sandra doesnt just do a job; she builds a relationship based on trust and a genuine dedication to her clients well-being.

Annette Callan Great ladies you can trust with your future!

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!

Elektra Candy (Candy Crush) As an update to my earlier review, I was contacted immediately after the review below and allowed access to my safe deposit box the next day so I appreciate the prompt response. __________________________________________ I ABSOLUTELY NEED to gain access to my safe deposit box and its VERY TIME SENSITIVE!! I walked down there (30 minute walk) to discover they are closed?!!! So I call and am given an email address via the message on the number. Ive emailed it 3 times in the past week with ZERO RESPONSE!!! YOU HAVE MY SAFE BOX!! You cant just steal peoples belongings!!!

T T My wife and I had a great experience working with Lance on our recent home purchase. He was upfront about everything and I always felt very in the loop. We even pivoted to grab a better rate with lower closing costs and still closed on time without concern. If you are looking for a knowledgeable, honest, and genuinely helpful mortgage broker then I highly recommend talking with Lance.