Ostlund Wealth Advisors - University Place (WA)

5 /5 Caren Roberts: Dan is wonderful to work with. He is authentic in the way he cares about me and truly wants me to do well with my finances. I am retiring this year and he is taking me through the steps one at a time, willing to write letters, make calls and has even offered to go with me to the Social Security office! He treats me like family and I really feel that way. Times are tough money-wise but with him leading the way, I feel confident and secure about my future and that is gold!

5 /5 John Hoover: From the moment James and I scheduled a meeting with Dan and Marie, we knew we were in great hands. It was positive, thorough, well planned, and focused on us and our future. Most importantly, on that day you could tell by the warmth and kindness, that we had become part of the Ostlund family. The focus on the details and the inclusiveness of all pieces tied to our retirement plan is the best selling point. When I heard friends describe their experiences with financial planners, I knew that I had made the best choice. I even encouraged others to join as well.