OneMain Financial - Tacoma (WA)

Olivia Yates Shannon is by far the best financial advisor I have worked with! She is personal, honest, and always checking in to ensure we are on track to meet our goals. She has helped my husband and I build financial security to purchase a home, start a family, and continue to build our small business. I recommend her to anyone and everyone who asks! You wont find a better financial partner in Bellingham.

Cascadia Heritage Farm I had a fantastic experience working with Roger Elton at COUNTRY Financial. He helped me seamlessly combine my auto, umbrella, rental, and farm insurance policies, resulting in significant savings. Roger is a pleasure to work with—knowledgeable, professional, and always looking out for his clients best interests. His wonderful staff is also incredibly helpful and responsive, always available to answer any questions. If youre looking for a reliable and trustworthy insurance agent, I highly recommend Roger and the Elton Group!

Stevie Serantes The whole team is AMAZING! Krystal was especially a delight and duper helpful

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!

Robert Niles This credit union is the only "bank" Ive ever liked. Always treated me well, protected my accounts, and helped me get my dream house (thank you Rhonda and the mortgage team!). I hope to be their customer for as long as I live.

Gaby Penfield Marguerite and Yvonne were incredible in helping me with a stressful banking situation. Not only did they help but they were calming, warm and kind. I felt like I was in the best hands, and the situation all worked out for the best. I am so grateful to them and will highly recommend this branch to anyone!!

Davis Campbell Ive had a very positive experience with this company. Mark Boyer made the entire process simple and hassle-free for me. He communicates promptly and possesses a wealth of knowledge. He was able to explain the complexities of investing in a way I could easily understand. Plus, he went out of his way to help me out when I needed something done quickly. Highly recommend!