P1FCU - Walla Walla (WA)

Tifni Pennecard I cant recommend Chris Nelson highly enough! Working with her both professionally and personally has been an absolute pleasure. Her communication is unparalleled, always staying ahead of our clients questions and needs. She consistently exceeds expectations, making the home buying process seamless and stress-free. If youre looking for an awesome lender who goes above and beyond, look no further than Chris Nelson!

Todd Langdalen Don’t use this Heritage Wealth advisor or their company. We had a two year relationship with them and they turned around without any notice and sold our account to another advisory team. They are clearly only interested in collecting money from you and if they aren’t making enough from your account they will sell you out to another advisor. If that’s not bad enough they are still retaining a portion of you commission. They are only worried about their bottom line not yours.

Heather Brennan Mayfield is an exceptional financial advisor whose warm and approachable demeanor truly sets him apart. He creates an environment where clients feel comfortable and heard, effortlessly making complex financial concepts easy to understand. Alongside his deep industry knowledge and professionalism, it is Brennan’s genuine kindness and ability to connect with clients that truly make him stand out. He takes the time to understand each client’s unique needs and offers personalized advice with patience and care, ensuring clients feel both confident and supported in their financial decisions. I can confidently recommend him to anyone, and know they will be in the best hands with Brennan.

Ken Odstrcil Lisa was very helpful and highly professional. She was able to answer all of my questions quickly and in a way that was easy for me to understand. Before I knew it she had my taxes done and I was on my way. I would recommend her to everybody I know. See you next year Lisa.

Benjamin Branigh Now I know the nearest private investment management company if I find anyone seeking who Lives in Mount Vernon I’ll send here.

Kylee Beveridge Every time I go to the Puyallup branch I get exceptional customer service. This time Ryan helped me & he was amazing & so helpful!